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Credit Human · 21 hours ago

Member Relationship Specialist - New Orleans Financial Health Center

New Orleans, LA

Full-time

Onsite

Mid Level

$63K/yr - $69K/yr

3+ years exp

Credit Human is seeking a Member Relationship Specialist for the New Orleans Financial Health Center. This role involves assessing member needs and providing tailored financial solutions while maintaining strong relationships with community partners and ensuring compliance with corporate policies.

BankingFinancial ServicesNon Profit

No H1B

Responsibilities

Embody sincere empathy for our members and display a deep passion for helping our members achieve financial health

Use the appropriate tools and coaching techniques available to develop and propose multiple decision alternatives to address and/or improve members' current financial situation, remedy past missteps, and develop an action plan to help members attain short-range financial goals (up to one year)

Maintain systematic, consistent and reliable notes and contact history information on each member

Actively leverage multiple established community partner relationships by supporting the partner's values and mission through service, volunteer, or engagement opportunities

Actively participates with local community partners to expand Credit Human's reach, discover and nurture SEG opportunities, develop sensibly innovative growth channels, and deliver financial services

Ensure full compliance with existing corporate policies and procedures