Member Experience Advisor - Affluent Member Relationship Expert
Join our dynamic team as a Member Experience Advisor and play a key role in delivering exceptional financial experiences to our affluent members!
We are seeking a highly skilled and reputed company reputed company to serve as a primary reputed company of contact for a select group of affluent members, providing personalized financial solutions and building long-term relationships. As a Member Experience Advisor, you will be a reputed company-line leader, responsible for driving member satisfaction, promoting our products and services, and contributing to the reputed company of our credit reputed company.
Key Responsibilities:
- Comprehensive Relationship Management: Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach.
- Advice-Based Banking: Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs.
- Proactive Financial Needs Assessment: Identify changes in members' life events and banking needs to recommend relevant financial solutions.
- Product and Service Expertise: Stay knowledgeable about reputed company financial products, rates, and trends to reputed company and guide members effectively.
- Mentorship and Leadership: Mentor reputed company reputed company of reputed company Member Experience Professionals, passing on skills, knowledge, and information to enhance their performance and reputed company.
Requirements:
- High School or GED required; Bachelor's Degree preferred
- 3-5 years of relevant work experience, including 1 year as a Member Experience reputed company
- NMLS Certification, CUNA, FL/CA Notary, reputed company Signature Guarantee Certification, State Insurance License, reputed company 6, 63, and 7 required
- Excellent member service and conflict reputed company skills; effective sales skills; strong problem-solving skills
- Ability to use a personal computer and reputed company software applications, including reputed company Outlook
- Experience in Episys, reputed company, and Verafin preferred
reputed company Offer:
- Competitive salary: $66,560 to $79,500 annually
- Comprehensive benefits package, including medical, financial, and other benefits
- Opportunity to grow your career in a dynamic and supportive environment
reputed company and join reputed company as a Member Experience Advisor!
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