Inbound Member Relationship Officer (Located in Portage, MI)
On-sitePortage, Michigan, United States
Job Summary
Process incoming member requests for lending or membership accounts via phone, email, and online channels, conducting thorough interviews to uncover hidden needs and cross-sell additional products. Meet monthly sales goals while utilizing The Member Advantage Program process and maintaining an organized system for follow-ups to grow the book of business. Ensure all quality audit requirements are met monthly, including call, loan application, and BSA audits, while continuously reviewing activities for compliance with regulations such as the Bank Secretcy Act. Maintain up-to-date knowledge of all credit union policies, procedures, and products.
Required Qualifications
- High School Diploma or equivalent
- 2 years of previous customer service experience in a fast paced, sales driven role
- Must be highly organized and able to manage a high level of loan activity
- Must be friendly, energetic, & professional
- Excellent analytical, communication, and interpersonal skills
- Ability to multi-task by operating multiple monitors and software systems at the same time
Desired Qualifications
- Previous lending experience
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