Member Engagement Specialist - Stanford Federal Credit Union : Job Details

Two to Four years' experience in opening new accounts in a financial institution and sales related field. Previous sales experience preferred. A significant level of trust, credibility and diplomacy is required. Ability to have in depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Must be able to perform job functions independently and with limited supervision, perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must work effectively as part of a team. What YOU'LL do:Act as a primary contact for new and existing members, ensuring a smooth onboarding process, including assisting with online account opening and guiding members through digital enrollment. Proactively upsell and cross-sell credit union products and services (loans, credit cards, savings accounts, insurance, investment services, etc....Engagement, Specialist, Relationship Manager, Financial, Healthcare