Member Outreach Specialist

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Full Time Sales Pensacola, FL, US

5 days ago Requisition

Gulf Winds Credit Union offers innovative financial tools that give our members freedom to live life with their finances under control. Since our founding in 1954, we have grown from a single branch in Pensacola, Florida, to a regional institution with over $1 billion in assets and 83,000+ members across Florida, Alabama, and Georgia. From daily banking needs to investment services, our members aren’t treated like an account number, but as part of the family.

We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility.

We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else.

We set ambitious goals, provide personal development opportunities, and encourage results.

We challenge the status quo to enhance the member’s experience and solve tomorrow’s challenges today.

Working at Gulf Winds is not just a job, it’s a career. We’re hiring collaborative, motivated people who want to love what they do. We are forward-thinking and family oriented. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect:

• Open and transparent communication with your leaders
• Consistent coaching and opportunities to improve performance.
• Collaborative and team-focused environments
• Short and long-term professional development
• Opportunity to participate in cross-functional projects.

With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast.

This position is dedicated to building meaningful member relationships by proactively delivering personalized financial solutions and exceptional service. Through a blend of inbound and outbound calls, as well as digital outreach, the role addresses member needs, promotes credit union products and services, and fosters long‑term member loyalty.

• Drive meaningful member engagement through proactive outbound calls and targeted digital outreach, delivering personalized service that strengthens relationships and boosts satisfaction.
• Respond to inbound inquiries with warmth and efficiency, guiding members through the process of opening new memberships and share accounts to ensure a seamless and welcoming experience. Take initiative in building connections by promptly reaching out across multiple channels, demonstrating genuine interest in each member’s financial journey. Earn trust and deliver value by actively listening, uncovering needs, and offering tailored recommendations that align with members goals.
• Proactively identify member needs and recommend suitable credit union products and services, such as loans, deposit accounts, and digital banking solutions to increase membership growth.
• Educate members on financial tools, resources, and promotions that align with their goals.
• Follow up with members after on‑boarding, product enrollment, or issue resolution to ensure their needs are met.
• Collaborate with other departments to provide seamless member experiences and address cross‑departmental issues.
• Meet or exceed individual and team performance goals, including member satisfaction and call volume targets.
• Stay informed about credit union products, services, and policies, as well as industry trends and best practices.
• Other job duties as assigned.

1. Achieve or exceed outbound call and contact quotas.

2. Meet sales, deposit, growth and referral goals by identifying and addressing member needs.

3. Maintain accurate and thorough documentation of member interactions.

Experience:

One year to three years of similar or related experience. Prior experience in customer service, sales, or relationship management, preferably in financial services.

Education:

A high school education or GED; associates or bachelor's degree…