Member Relations Specialist - Virtual Branch

Overview

 

 

The Virtual Member Relations Specialist (VMRS) is primarily responsible for assisting members withnew account applications, account transaction and maintenance requests, product and serviceinquires, and loan applications received through in person, online, chat, and video conference channels. TheVMRS is expected to conduct outbound calls to cross-sell products and services and to servemembers in branch as needed.

 

This position in on-site at the Monument Circle branch/Fishers headquarters and is not a remote position

Responsibilities

Daily responsibilities consist of:

• Serve as a sales and service expert and be knowledgeable of all credit union products, services, and software systems.
• Be aware of service requests and issues, and take immediate action to serve and resolve when needed. Handle member requests – including escalated member situations – competently and professionally.
• Serve as an expert in regards to working new account applications, onboarding new accounts, and servicing member requests in person as well as our online and remote channels.
• Proactively identify and respond to red flags and other signals of potential fraud associated with new account, loan, and service member requests via online and in-person channels.
• Conduct daily outbound sales and service calls utilizing assigned reports. Provide feedback on value of existing call lists and recommend alternatives to explore.
• Act as an information source for branch employees providing approvals, authorizations, and answering questions as needed. Assist with cross-training other employees when requested.
• Achieve monthly sales and service goals.

You may enjoy this job if:

• You are a problem solver, with attention to detail
• You are a sales minded individual
• You have the ability to multi-task and adapt to change
• You are a team player, but can also work independently
• You want career opportunity and growth

Qualifications

What we are looking for:

• A high school education or GED
• One year to three years of similar or related experience
• Nationwide Mortgage Licensing System (NMLS) certification
• Ability to maintain regular attendance

 

Employee Perks:

• Competitive Pay
• Student Loan Reimbursement
• Tuition Assistance
• Wellness Programs
• Community Involvement and Paid Volunteer Time
• Professional Development/Award Winning Training Program
• 401K with Match
• Comprehensive Benefits Package
• Generous Paid Time Off

 

 

 

 

 

 

Please note: A criminal background screen will be conducted upon hire.

FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.