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Notre Dame Federal Credit Union · 16 hours ago

Member Development Specialist

Notre Dame, IN

Full-time

Onsite

Entry Level

1+ years exp

Notre Dame Federal Credit Union is a national, award-winning financial institution that has been serving members since 1941. The Member Development Specialist will actively contact members to activate debit and credit cards, promote and educate members on services, and identify financial needs to enhance member relationships and satisfaction.

BankingFinanceFinancial ServicesImpact InvestingInsurance

Responsibilities

Maintains an expert level knowledge of all products and services offered by Notre Dame FCU

Works directly with members via telephone and email to describe products and/or services that Notre Dame FCU offers

Seeks to activate debit and credit cards, assists members in downloading the Irish Card Shield application and enrolls members in Bill Pay

Actively determines members’ financial needs, requirements, and expectations in order to recommend appropriate products and solutions

Corresponds with members through phone, email, and written communication while maintaining excellent member service standards

Effectively maintains member relationships by providing accurate product and technical information in a professional manner

Accurately input loan applications from cross-sell opportunities for all Notre Dame FCU loan products, excluding only, first mortgages

Ensures timely follow-up communication with members following sales to make certain ongoing member satisfaction is tracked and improved and to assist in resolving any complaints

Proactively cross sells products and services with each outbound phone call by counseling members with regards to debit cards, credit cards, Irish Card Shield and Bill Pay

Assists members in opening new accounts when the membership is required for a loan and actively promotes checking accounts and debit card usage

Qualification

Retail lending salesLoan origination softwareComputer proficiencyNMLS numberCommunication skillsInterpersonal skillsProblem-solving skillsTime management

Required

Must have a minimum of one (1) year experience in retail lending sales, with proven track record of meeting goals preferably in the origination/servicing of consumer loans at a financial institution

Intermediate level computer proficiency/keyboard skills and knowledge of loan origination software is required

Qualified individuals must be able to read and interpret documents such as credit bureau reports, debt to income ratio reports, technical procedures, government regulations, as well as policy and procedure manuals

The ability to write routine reports and correspondence is required, along with the ability to speak effectively with borrowers and other partners of the organization

A qualified person must be able to solve practical problems and to deal with a variety of concrete variables in situations where only limited standardization exists

This position requires the ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

This person must be able to compute rates, ratios and percents, to draw and interpret bar graphs, and to interpret a variety of instructions furnished in written, oral, or diagrams

A qualified person must be able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written form, including but not limited to government regulations

This position will require the use of Credit Union's computer system for input/output transactions

Such use includes, but not limited to, retrieval of information, printing out individual statements of account, inputting data, updating information, special access to certain fields, and general maintenance of the credit/lending financial and ancillary records

In addition, this person must be able to utilize a variety of software programs such as Excel, Word, and Outlook

A qualified individual will also need the ability to utilize on-screen loan processing provided by the Credit Union's core processing or by a stand-alone Personal Computer system tied to the core system as well as other ancillary software programs

Also, the ability to operate standard office machines such as a photocopier; fax machine, personal computer and any such equipment normally found in a modern loan department of a bank or Credit Union

Must have the ability to persuade and influence others as well as having strong interpersonal and communication skills

Excellent telephone sales personality skills necessary

Ability to work in a fast-paced, self-directed environment needed

Build trust, value others, communicate effectively, drive execution, foster innovation, focus on the member, collaborate with others, solve problems creatively, be assertive, manage time effectively, and demonstrate high integrity are all required