Member Relationship Specialist Bilingual

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Position Purpose and Objectives

Currently, we are seeking a Member Relationship Specialist who will assist new and potential members in identifying membership and lending needs and delivering solutions to their financial needs.

Major Duties and Essential Functions

• Deliver an unexpected experience by consistently providing outstanding service to internal and external members with every interaction.
• Uncover member needs by asking questions and provide solutions.
• Proactively discuss and refer additional products to internal partners.
• Process requests for memberships, depository accounts, loans, and account maintenance services.
• Regularly follow up with members to ensure their financial needs are met and uncover any additional needs.
• Meet or exceed established sales and service goals.
• Remain up to date on current products, services, and marketing campaigns through training and familiarization with changes and disclosures.
• Maintain compliance with all financial regulations, including BSA, OFAC, Reg CC, USA PATRIOT Act, and others applicable to the duties of the position.
• Maintain confidentiality of member information and other sensitive information.

Positions directly supervised: N/A

Specific Knowledge, Skills, and Abilities Required

• Goal-oriented
• Service-oriented
• Problem solving competence with strong attention to detail
• Self-motivated to meet required sales goals
• Strong listening skills
• Strong written and verbal communication skills
• Ability to multitask, prioritize, and adapt to a consistently changing environment
• Team player and able to work well in a group setting

Education

High school diploma or general education degree (GED)

Experience

Minimum 1-2 years or more of similar or related experience.

Physical Activities and Requirements

• Finger dexterity: using primarily fingers for small movements such as typing or picking up small objects.
• Grasping: using fingers and palm on an object.
• Talking: frequently conveying detailed or important instructions accurately, loudly, or quickly.
• Repetitive motions: frequent movements using wrists, hands, and/or fingers.
• Average hearing: able to hear normal conversations and receive ordinary information.
• Average visual abilities: ordinary visual acuity necessary to prepare or inspect documents or products.
• Sedentary work: frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms; occasionally stand, walk, climb, balance, kneel, crouch, or crawl; occasionally lift and move up to 20 pounds.

Working Conditions

None. No hazardous or significantly unpleasant conditions.

Mental Activities and Requirements

• Reasoning ability: use common sense or logic.
• Detailed: define problems, collect data, establish facts, and draw valid conclusions; interpret a wide array of technical instructions.
• Mathematical ability:
  Basic – calculate figures and amounts such as discounts, interest, commissions; apply basic algebra and geometry.
• Language ability:
  Typical – passive vocabulary of 7,000‑9,000 words; read at a fast pace; define unfamiliar words; write moderate to complex documents; communicate in complex sentences; read, analyze, and interpret technical and legal documents; respond to inquiries or complaints; write speeches and articles; present information to management, public groups, or boards of directors.

Compliance Requirement

The responsibilities contained within this job description remain compliant with the Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Assets Control, and USA PATRIOT Act as they apply to the duties of the position.

Disclaimer

The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities, and qualifications may vary by department, reporting structure, and other business needs.

No inference should be drawn that a specific job duty, responsibility, or qualification is non-essential by its absence from this description.

Job Details

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Management and Manufacturing

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