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Virtual Member Relationship Specialist

Credit Union Texas

Posted on: 26 Feb 2024

Job Location: Allen, US

Job Description:

Position Purpose and Objectives

Responsible for assisting new and potential members in identifying financial and lending needs through virtual channels. Utilize digital resources and other technology to drive new memberships; learn to manage risk and credit decisions; and service existing members through video software.

Major Duties and Essential Functions

To deliver an unexpected experience by consistently providing outstanding service to internal and external members with every interaction.
Develop new virtual banking relationships through inbound and outbound video calling.
Communicate frequently and proactively with potential and existing members using a variety of technologies including video and other provided solutions.
Collaborate with local branch partners to maximize sales efforts and cross sell other products and services that the credit union offers.
Process requests for memberships, depository accounts, loans, and account maintenance services.
Evaluate credit information and requests to maximize revenue and minimize risk.
Responsible to meet or exceed established sales and service goals.
Maintaining CUTX internal control standards, including up-to-date knowledge on products, services, and marketing campaigns.
Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA PATRIOT Act, internal and external audit points, etc as they apply to the duties of the position.
Complete other related duties as assigned.

Positions directly supervised: N/A

Specific knowledge, skills, and abilities required for this position:

Must be goal and service oriented
Problem solving competence with a strong attention to detail
Ability to virtually sell effectively to prospects and members
Must have strong listening, written, and verbal communication skills
Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
Must be a TEAM player and be 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 of this Position

CATEGORY

DESCRIPTION

Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Repetitive Motions

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Sedentary Work

While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb, or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 20 pounds.

Working Conditions of this Position

DESCRIPTION

None. No hazardous or significantly unpleasant conditions.

Mental Activities and Requirements of this Position

Reasoning Ability: The ability to use common sense or logic.

Detailed

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Mathematical Ability: The level of ability required to perform math skills and operations.

Basic

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Language Ability: The level of ability required to communicate and understand written and oral language.

Typical

Ability to use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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