Member Experience Representative jobs in United States
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Langley Federal Credit Union · 2 months ago

Member Experience Representative

Langley Federal Credit Union is one of the 100 largest credit unions in the United States, dedicated to shaping a meaningful path for its employees. The Member Experience Representative provides exceptional service to members through a fast-paced call center, utilizing consultative selling to offer financial products and services while enhancing member engagement.

BankingFinancial ServicesNon Profit

Responsibilities

Process all types of transactions for members including balance inquiries, transfers, payments, loan advances, account opening, and all other requests through our core system
Assist with Online and Telephone banking, including general education, troubleshooting, resetting passwords and security questions
Record every member interaction and follow up utilizing Customer Relationship Management (CRM) tool and Document Management System
Utilize consultative selling to offer financial products and services that meet or exceed members’ needs
Foster teamwork by professionally interacting with peers, supervisors, and other Langley employees
Process payments and deposits in external software tools
Develop new business opportunities through outbound calling, online account opening, and inbound call requests
Review title information in designated software to assist members
Review member accounts to determine any disputes and fraud resolution
Process consumer loan products and services ensuring compliance with Federal Regulations and Credit Union policies and procedures to include personal, auto, home equity line of credit, and credit cards
Support the day to day operations and efficiencies of the Contact Center
Utilize cross departmental resources to include software, websites, and processes to ensure first call resolution
Utilize the phone system to forward, transfer, and conference calls to efficiently assist and solve member concerns
Serves as front line deterrent against fraud and theft, protecting members and the Credit Union
Complies with all Credit Union policies and regulatory requirements

Qualification

Customer Relationship ManagementConsultative SellingFinancial Products KnowledgeService OrientationTeam CollaborationAdaptabilityContinuous Learning

Required

Associates degree; and 6 months service or sales experience and/or training; or equivalent combination of education and experience

Benefits

Affordable medical, dental, and vision plans
Educational Assistance, encompassing books, lab fees, registration costs, and more.
Support for Student Loan Repayment.
Abundant Career Growth Opportunities.
Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
Paid Sick Time for all team members.
Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
Company-covered short- and long-term disability insurance.
Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
Flexible Health Care and Dependent Care benefits.

Company

Langley Federal Credit Union

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Langley Federal Credit Union is a firm that specializes in banking, credit cards, loans, insurance, and other financial services.

Funding

Current Stage
Late Stage

Leadership Team

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Tom Ryan
President/CEO
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Gregory Manweiler
CFO
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Company data provided by crunchbase