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Client Engagement Specialist
2 months ago
Prospera Credit Union is excited to announce an opening for a Member Experience Specialist. In this role, you will contribute to a community-focused organization dedicated to fostering vibrant and healthy neighborhoods. As a Member Experience Specialist, your primary responsibility will be to cultivate relationships with new clients, oversee account management, and offer financial guidance and assistance.
Key Responsibilities:
- Facilitate the onboarding process for new retail and business clients
- Enhance member relationships through strategic referrals
- Deliver insights and support regarding a variety of financial offerings
- Assist with lending products and transactions
- Address member inquiries and provide assistance via phone and other channels
Requirements:
- High school diploma or equivalent qualification
- Experience in the financial services sector
- Familiarity with lending and investment solutions
- Excellent communication abilities
- Detail-oriented with strong organizational skills
What We Offer:
An inclusive and accessible work environment
Comprehensive training and support for professional development
A fun and collaborative team atmosphere
Competitive compensation and benefits package
Opportunities for community engagement
At Prospera Credit Union, we are dedicated to promoting diversity, equity, and inclusion in all aspects of our operations. Join our team and contribute to an organization that values your input and supports your success.
