Member Engagement Specialist

Member Engagement Specialist

CDC FEDERAL CREDIT UNION - 3.9

Atlanta, GA Job Details Full-time $46,000 - $56,000 a year 6 hours ago Qualifications Customer inquiry handling Full Job Description Actively engage in taking genuine interest in each member's relationship with CDC FCU to gain membership trust throughout their financial life stages. Promote and crosssell credit union products and services based on member needs. Build relationships by asking probing questions, providing customized solutions, insights and education to prospects and members alike. Maintain current knowledge of all products and financial services offered by the credit union. Attain sales and referral goals on a monthly and annual basis. Receives and processes member financial transactions, including deposits, withdrawals, transfers, loan payments and other transactions. Assist member with service center transactions. Perform all transactions along with end of day procedures with high degree of accuracy and in accordance with established credit union policies, procedures, and federal regulations. Assist members with opening and closing accounts. Perform a variety of miscellaneous duties related to service & maintenance to memberships and accounts. Troubleshoot/ research member inquiries seeking assistance from other colleagues / departments when warranted. Performs other jobrelated duties as assigned. Understand, and adhere to all security guidelines, credit union policies/procedures, moral and ethical principles, and regulatory compliance requirements, i.e., BSA, OFAC, and AntiMoney Laundering (AML) Regulations. Maintain confidentiality with regard to nonpublic information about our members and CDC FCU Recommend process changes for service quality improvement Assist Team Members during instances when out of balance Serve in the capacity of dual control when needed