Member Success Specialist

About the Role

As a Member Success Specialist, you will engage with members and cross-sell products and services through various channels. This role requires providing exceptional service to exceed member expectations and build strong relationships.

Responsibilities

• Effectively engage with members through outbound and inbound calls.
• Educate members and non-members on financial services.
• Assist members with analytical skills to resolve issues.
• Process transactions and maintain confidentiality.
• Match members with appropriate products and services.
• Promote cultural innovation and collaboration.

Requirements

• Passion for customer service.
• Understanding of financial and lending products.
• Ability to work in a fast-paced environment.
• Willingness to embrace change and learn new practices.
• Strong communication skills.

Benefits

• Medical/Dental/Vision Insurance
• Paid Vacation
• Paid Sick Time
• Paid Holidays
• Health Savings Account
• World Class 401(k) Plan
• Tuition Reimbursement
• Employee discount on loans