Member Experience Representative

A bit about us:

Building on a tradition of excellence we serve employees, volunteers, and the families of the Department of Interior. We provide financial wellness through our commitment to customer service and a dedication to provide world-class products and services from banking, lending, insurance, and investments.

Why join us?

Comprehensive benefits package which includes a pension plan AND 401k retirement plan with employer matching, education assistance, health, dental, vision, prescription drug, life insurance and AD&D, short- and long-term disability, PTO, discounts on loans and many free services.

Job Details

This is a contract to perm opportunity responsible for assisting members and potential members with their financial needs (via any member channel, i.e., phone, email, internet applications, tickets, chats), opens new accounts, takes loan applications, processes
account transactions, resolves problems, and provides assistance and information regarding products and
services. You will make business Development calls by contacting members and offering Credit Union products and
services to add value to the member's overall financial experience by championing the Credit Union's mission,
vision, and core values. You will assist the tellers as needed.

What you will do:

• Assists members via phone, chat, email with financial transactions, opening and closing accounts, and applying for and

closing loans. Answers questions about products and services and resolves problems that are
within their authority to resolve through the internet and email, and through mail/fax.

• Identify, sell, cross-sell opportunities and actively cross-sells products/services to members. Makes

outbound calls as needed to meet sales goals.

• Ensures appropriate records are maintained and

required reports are prepared.

• Follows all security and compliance policies and procedures.
• Actively seeks opportunities through outbound sales phone calls to enhance knowledge of

products and services as well as member needs and notify members of opportunities available to
them through the Credit Union.

• Supports the Marketing & Business Development Team events.
• Provides support to the Training department with various projects and administrative

responsibilities. Produces reports, platform administrator and schedules training

• Acts as liaison between members and various departments. Conducts thorough research to

trouble-shoot member issues and questions. Follows through on research and provides resolution
to members within company standards.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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