Member Solutions Specialist

Job description

This position is responsible for going beyond processing transactions by responding to member requests with an enthusiastic and investigative mindset. The Member Solutions Specialist will help establish relationships with members to understand their financial goals, identify solutions, and connect them to the appropriate teammate who can provide education and solutions to help fulfill their financial well-being. Maintaining composure with a positive attitude in a high production and changing environment will be critical in contributing to a positive member experience within a dynamic team setting. What You'll Do: Cultivate relationships with teammates and specialists to assist members with inquiries and/or problem resolution Accept incoming calls and provide appropriate solutions to members inquiries/requests in a timely and professional manner Provide outstanding, personalized service to all members by building rapport and providing timely solutions and/or alternatives Verify member identity based on department guidelines/procedures prior to releasing account specific information Proactively identify members needs by providing additional product and service opportunities which may...