Member Relationship Advisor 1

Job description

Job Overview The Member Relationship Advisor reports to the Call Center Manager and is responsible for providing an outstanding experience to Citadel’s members, both existing and potential. Your main responsibilities include addressing inquiries and reviewing member relationships to ensure they benefit from our legendary products and services. Additionally, you will work collaboratively with the team to ensure smooth and efficient operations. What will I be doing?: As a Member Relationship Advisor, you will address the needs of our members to ensure their experience is truly exceptional. The following tasks must be executed with high fidelity: - Handle member interactions that lead to a successful outcome and exceptional experience. - Perform member transactions with accuracy while maintaining confidentiality. - Identify solutions and make recommendations that deepen the member relationship and strengthen credit union relationship. - Promote credit union products and services, based on account review, while assisting members. - Advise, educate, and engage members on our suite of digital banking services. - Maintain advanced knowledge level of Citadel’s consumer and business product...