Branch Member Engagement Representative

Respond promptly to member inquiries via inbound and outbound phone calls while building rapport and proactively identifying opportunities to enhance the member experience. Organize tasks to ensure accuracy and efficiency, utilizing critical thinking to assess member needs and provide effective solutions over the phone. Maintain required knowledge assessment scores to ensure competency, accurately opening new memberships, checking accounts, and investment products in compliance with credit union standards. Proactively drive sales development by promoting credit union products and services, consistently meeting performance goals for product retention and member engagement. Clearly explain terms and conditions when presenting solutions and collaborate effectively with support departments to resolve member issues. Work Monday through Friday, 9:00 a.m. - 5:00 p.m., and Saturday, 9:00 a.m. - 12:30 p.m. (at least 2 Saturdays per month).