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Georgia United Credit Union · 1 month ago

Member Outreach Consultant (Hybrid)

Duluth, Georgia, United States

Full-time

Hybrid

New Grad, Entry Level

$21.50/hr - $21.50/hr

Georgia United Credit Union is seeking a Member Outreach Consultant to enhance member engagement through proactive outreach. The role involves onboarding assistance, resolving account discrepancies, and promoting credit union services to foster strong member relationships.

BankingCreditFinancial Services

Responsibilities

Using program scripting, conducts proactive Member Outreach calls to welcome new and existing members, creating a positive and engaging experience from the start

Offers personalized onboarding assistance, including Online Banking setup, debit card activation, and e-statement enrollment, fostering strong member relationships

Using scripting, presents and explains credit union services and products to members, emphasizing tailored engagement and solutions that cater to their needs

Resolves member account discrepancies and escalates complex issues to ensure a seamless experience

Supports members with technology-related services and troubleshooting to enhance digital engagement

Utilizes consultative conversations to assess member needs and recommend appropriate services and products, aligning with strategic outreach initiatives

Proactively identifies and promotes opportunities for personal and auto loans, credit cards, and protection products, contributing to organizational growth and success

Demonstrates awareness and commitment to achieving individual and team performance goals, in line with the credit union's strategic objectives

Collaborates with internal teams to support cross-functional growth initiatives and member-centric efforts

Interviews and gathers documentation to originate, process, and close consumer loans, ensuring member satisfaction

Evaluates membership applications, loan applications, verifies credit and employment, and recommends decisions in accordance with policy

Identifies and escalates potentially fraudulent activity while maintaining member confidentiality and trust

Completes special projects and other duties as assigned, contributing to the credit union's long-term success

Promotes and establishes strong, positive and productive working relationships within the organization through commitment to the company’s purpose, mission and core values