Member Services Specialist
- Consulting
- $20 - $23
- Washington, DC
Credit Union in DC seeking a Member Services Specialist temp/perm!
A bit about us:
Building on a tradition of excellence we serve employees, volunteers, and the families of the Department of Interior. We provide financial wellness through our commitment to customer service and a dedication to provide world-class products and services from banking, lending, insurance, and investments.
Why join us?
Comprehensive benefits package which includes a pension plan AND 401k retirement plan with employer matching, education assistance, health, dental, vision, prescription drug, life insurance and AD&D, short- and long-term disability, PTO, discounts on loans and many free services.
Job Details
This is a contract to perm opportunity responsible for assisting members and potential members with their financial needs (via any member channel, i.e., phone, email, internet applications, tickets, chats), opens new accounts, takes loan applications, processes
account transactions, resolves problems, and provides assistance and information regarding products and
services. You will make business Development calls by contacting members and offering Credit Union products and
services to add value to the member's overall financial experience by championing the Credit Union's mission,
vision, and core values. You will assist the tellers as needed.
What you will do:
within their authority to resolve through the internet and email, and through mail/fax.
them through the Credit Union.
to members within company standards.
account transactions, resolves problems, and provides assistance and information regarding products and
services. You will make business Development calls by contacting members and offering Credit Union products and
services to add value to the member's overall financial experience by championing the Credit Union's mission,
vision, and core values. You will assist the tellers as needed.
What you will do:
- Assists members via phone, chat, email with financial transactions, opening and closing accounts, and applying for and
within their authority to resolve through the internet and email, and through mail/fax.
- Identify, sell, cross-sell opportunities and actively cross-sells products/services to members. Makes
- Ensures appropriate records are maintained and
- Follows all security and compliance policies and procedures.
- Actively seeks opportunities through outbound sales phone calls to enhance knowledge of
them through the Credit Union.
- Supports the Marketing & Business Development Team events.
- Provides support to the Training department with various projects and administrative
- Acts as liaison between members and various departments. Conducts thorough research to
to members within company standards.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.