Sr Spec, Member Service

BCU - 4.0

Santa Ana, CA Job Details Full-time $51,200 - $76,800 a year 16 hours ago Benefits Opportunities for advancement Qualifications Computer operation Financial sales Data analysis skills Windows High school diploma or GED Full Job Description We want to invest in YOU! At BCU, we believe our success starts with our people, and we're committed to creating an environment where you can thrive through career growth opportunities, competitive benefits, workplace flexibility, and a collaborative culture. BCU is a not-for-profit, member-owned Credit Union with nearly $6 billion in assets and more than 370,000 members. We provide easy, secure banking solutions that help people achieve financial freedom while serving employees and families of major Fortune 100 organizations and communities across northern Illinois, southern Wisconsin, Minnesota, and Puerto Rico. We're proud to be Certified™ by Great Place to Work® from March 2026 through March 2027, reflecting our commitment to an inclusive culture where employees feel valued, supported, and empowered. Click HERE to read more. Looking for a great place to work? Let's talk. Click HERE to view our benefits website. SALARY This position has a base salary range of $51,200 - 76,800. This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role. SUMMARY Establish long-term relationships by performing a comprehensive needs analysis of BCU products and services, while also building member loyalty through delivering a world-class service experience.

ROLE AND RESPONSIBILITIES 1.

Service 30-50 BR01 New Member interactions each day through a dedicated phone queue and outbound calling while providing a high level of service to both new and potential members. 2. Identify member needs and cross-sell of all BCU products and services. 3. Assist with onboarding and engagement our New Members during first 90 days of membership. 4. Manage a shared inbox with potential new member requests. 5. Work within our New Member Application system to communicate next steps and documents needed to our referred members. 6. Maintain a working knowledge of credit reports to evaluate credit standing, perform needs assessment and to identify competitor buyout opportunities. 7. Provide fundamental credit counseling to members where appropriate and necessary. 8. Successfully complete all required registrations and certifications as needed. 9. Seen as a leader among the sales rep team. Can serve as a player-coach for the team when needed.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

High School diploma or equivalent required, college degree a plus. Minimum of 5 years business experience. Ability to collect and analyze data. Ability to perform multiple tasks simultaneously. Proficient in basic use of the Windows operating system, email, and the Internet. Excellent written and verbal interpersonal skills. Ability to effectively deliver a balanced sales approach of all BCU products and services. Demonstrated ability and experience in providing world-class customer service. Demonstrated experience working with teams. Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU Click HERE to watch a short video to learn more about life at BCU!

BCU Shared Values:

We foster an environment of

INCLUSION.

All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with

INTEGRITY.

We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through

COLLABORATION.

By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.