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Member Relations Specialist

Guardians Credit Union · West Palm Beach, FL · Virtual Services Center

Employment type

Full-time

Work setting

On-site

Location

West Palm Beach, FL

Schedule

Day shift

Posted

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Job overview

The Member Relations Specialist works onsite in West Palm Beach, FL, in Guardians Credit Union’s Virtual Services Center; compensation is not specified. The center receives inbound calls from credit union members, and the role may be directed to provide coverage at other branches when needed. The specialist answers member questions, resolves account issues, and supports member relationships through service and product recommendations. The role also processes account and loan requests and helps the credit union meet service and sales goals while managing call queues.

What you'll do

  • Answer member questions and provide prompt, accurate service
  • investigate and correct errors
  • explain and sell credit union products and services
  • maintain accurate member account information
  • work toward new-account and loan goals
  • handle deposit, loan, card, check-order, remote-deposit, and payment inquiries
  • process loans by phone and online applications
  • prepare loan documents and coordinate virtual closings
  • handle email inquiries and wire transfer requests
  • Spanish fluency is required.

What we're looking for

Skills & competencies
member relations specialist
full-time
west palm beach fl
guardians credit union
virtual services center
spanish required
member service
credit union
loan processing
inbound calls
product sales
Work arrangement
  • Weekend coverage required

Why this role

Spanish fluency is required. The role may float to other branches only when necessary and as directed. The posting lists a high school diploma or GED, one to three months of related experience or training, or an equivalent combination.

About the employer

Guardians Credit Union is hiring for this role. Industry: Credit Unions. Sector: 52.

Additional details

Industry sector
52
Industry
Credit Unions
Occupation code
43-4051.00
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