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Member Engagement Specialist

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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