Member Experience Specialist II

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SkyOne Federal Credit Union

Posted 3 months ago

Full Time

Hawthorne, California

In Person

Smart Summary

Responsibilities

The Member Experience Specialist II is responsible for processing transactions, opening new accounts, and assisting with loan applications while nurturing financial relationships. They also support business development initiatives by soliciting new memberships and conducting outbound calls to meet performance goals.

Qualifications

You have a minimum of one year of experience in a financial institution, coupled with proficiency in Windows, Word, and Excel. You also possess strong communication skills and a solid understanding of financial products and services.

Must Have Skills for ATS

Windows

Word

Excel

10-key

typing skills

electronic delivery services

products and services

rules and regulations

Job Description

Join SkyOne Federal Credit Union as a Full-Time Member Experience Specialist II in the vibrant city of Hawthorne, CA, and immerse yourself in a rewarding role where every day is an opportunity to enhance our members' financial journeys. Experience the thrill of working onsite, collaborating with a dynamic team that prioritizes innovation and accountability. With a competitive pay range of $28.80 to $35.00 per hour, this position allows you to make a tangible impact while being recognized for your contributions. If you’re passionate about providing exceptional member-focused solutions and aligning with our core values of integrity and respect, this is the perfect place for you to grow your career. Take the next step in your professional journey and help shape a convenient and effortless experience for our valued members.

Your day as a Member Experience Specialist II

As a Member Experience Specialist II at SkyOne Federal Credit Union, you will play a pivotal role in establishing and nurturing financial relationships with our members. This dynamic position involves processing transactions, updating accounts, and opening new accounts, as well as assisting with loan applications and cross-selling the appropriate Credit Union products and services. You will be instrumental in supporting the Credit Union’s business development initiatives by soliciting new memberships both at the branch and through local business engagement.

Including attending SEG visits and conducting outbound calls, your efforts will directly contribute to our mission of delivering exceptional service. Adhering to policies and procedures while meeting individual and team performance and sales goals, you will embody the SkyOne Service and Sales Model, ensuring that our members receive a meaningful and tailored experience at every interaction.

What you need to be successful

To excel as a Member Experience Specialist II at SkyOne Federal Credit Union, you must possess a robust set of skills and knowledge essential for building and maintaining strong financial relationships with members. A comprehensive understanding of the features and benefits of all Credit Union products and services is crucial, as it allows you to identify and fulfill the financial needs of both current and potential members. Proficiency in utilizing account information is necessary to ask relevant questions and offer tailored solutions effectively. Strong communication skills are vital for providing efficient and professional service, resolving member inquiries, and collaborating with the team to meet sales and service goals. Attention to detail is crucial for accurately processing transactions, balancing teller drawers, and ensuring compliance with cash handling procedures.

Additionally, the ability to effectively manage time, adhere to policies, and complete required training will ensure you contribute positively to the Credit Union's mission and strategic goals.

QUALIFICATIONS

  • Windows, Word, Excel and Internet proficiency.
  • Proficient in 10-key and typing skills.
  • Excellent verbal and written communication skills.
  • Ability to adapt to any situation
  • Goal Oriented
  • Able to identify and uncover members and non-members needs.
  • Dependable
  • Working knowledge of our electronic delivery services.
  • Working knowledge of all products and services.
  • Working knowledge of applicable rules and regulations related to branches and ATMs.
  • Minimum 1year experience in a financial institution.

Make your move

So, what do you think? If you can meet these requirements and perform this job as described above, we would be happy to have you as part of our team!

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SkyOne Federal Credit Union

You work hard transporting America safely through the skies. We work hard to provide you financial peace of mind. What makes us stand out among financial institutions? We have over 60 years of serving the air transportation industry, and we understand the specific financial needs of our members. That’s why we exist. We embrace the latest technological innovations to offer the highest level of secure, 24/7 account access services available today. Think of it as the best of both worlds – exceptional financial services matched with the sense of community and tradition that makes us unique. That means you can rely on us to support all aspects of your financial world, from personal checking to mortgages. Federally insured by NCUA. Equal Housing Lender. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. SkyOne has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at SkyOne are licensed to transact securities business in California. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx
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