The Inbound Engagement Advocate contributes to the success of the credit union and its members by responding to member sales inquiries, primarily via phone channel, and supporting the organization’s objectives for growth and deepening member relationships.
Requirements
- Provide exceptional experiences through in-depth knowledge of credit union products and services.
- Accurately assess consumer interactions to appropriately determine needs and recommend financial solutions to meet those needs and organization objectives
- Demonstrate exceptional personal drive and time management skills to effectively prioritize and manage workload, initiate self-development, and achieve the performance objectives and expectations of the role
- Demonstrate initiative by identifying and solving consumer challenges, identifying trends and escalating priority issues, and effectively utilizing credit union resources and services.
- Display exceptional verbal and written communication skills and attention to detail, modeling the credit union’s mission, vision, and values
- Maintain knowledge of relative processes, procedures, and regulatory guidelines.
- Perform other job-related duties as assigned.
Benefits
- Paid Time Off
- 401k Matching
- Retirement Plan
- EEO/AA employer
