Member Engagement Specialist

EdFed

  • Miami, Florida
  • 5 days ago
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    Skills

    • Bank Secrecy Actunmatched
    • Content Developmentunmatched
    • Credit Unionunmatched
    • Customer Experienceunmatched
    • Focus Groupsunmatched
    • Identify Issuesunmatched
    • Leadershipunmatched
    • Marketingunmatched
    • Onboardingunmatched
    • Retail Channelunmatched
    • Social Mediaunmatched
    • Team Playerunmatched

    Description

    Job Summary:
    The Member Engagement Specialist serves as primary contact for development and administration of the member survey, service recovery, and member onboarding programs that promote increased engagement and stronger relationship-building practices throughout the Credit Union’s Retail channels.
    Duties include:
    • Processes new account applications acquired from field-based events or online channels, conducts welcome calls to new members, and proactively identifies opportunities to deepen member relationships by offering product and service solutions.
    • Assists the Manager of Member Engagement in the development of member surveys and member focus groups to continually enhance member experience throughout Front Line channels.
    • Assists the Manager of Member Engagement in the development of manager-level reporting and summarizing insights tied to member feedback across various channels, including member surveys, social media comments, and online reviews.
    • Conducts account activation calls for dormant members to reactivate their accounts while offering credit union products and services.
    • Conducts necessary survey follow-up calls/emails to troubleshoot any member concerns.
    • Completes weekly and monthly member survey reports for senior leadership.
    • Assists the Manager of Member Engagement in the development of member on-boarding strategies, member outcall programs, and other member engagement initiatives.
    • Able to resolve member escalation calls by using critical thinking skills and collaboration with other departments.
    • Periodically participates in employee focus groups and end-user testing for key enterprise projects
    • Supports other marketing-related functions as needed, including social media content creation
    • Perform other job duties as assigned by management.
    Qualifications
    Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.

    Job Type: Full-Time

    The following are some benefits offered to employees of EdFed:

    • Paid Birthday
    • Paid Holidays
    • Paid Sick and Personal Time
    • Paid Vacation
    • Tuition Reimbursement
    • 401K (with matching funds) and CU contributions

    Numbers & Facts

    LocationMiami, Florida

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