Member Development Representative

- Utilize CRM tools to manage member relationships and identify sales opportunities.

- Achieve production goals by increasing product penetration through outbound member contact.

- Contribute to reduced check volume by offering members alternative loan-payment solutions.

- Demonstrate communication etiquette through appropriate phone and email practices and clear oral and written communication.

- Assist with inbound calls during high-volume periods in the Member Service Center and complete service follow-up calls, including special programs assigned to the Member Development Center.

- Meet outbound call requirements by completing minimum call expectations across campaign lists such as pre-approved offers, deposit leads, loan leads, and special campaigns.

- Originate and process loans by completing telephone and referral-based applications, interviewing members, reviewing creditworthiness, finalizing funding, and using open-ended questions to encourage additional applications and cross-sell Credit Union products.

- Open new accounts by verifying eligibility, completing ChexSystems reviews, and coordinating with the BSA team when applicants fail OFAC or ChexSystems checks. - Process daily member transactions including balance inquiries, fund transfers, transaction-history research, account-closure requests, address changes, deposits, loan payments, credit card payments, and debit-card issuance; includes researching and resolving member concerns across varying levels of complexity.

- Support follow-up programs by making service follow-up calls and meeting call expectations for assigned Member Development Center campaigns

- Cultivate a positive, respectful, and collaborative culture -- across the organization--foster strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union's mission and values.

High school diploma; minimum one-year related experience and/or training; or equivalent combination of education and experience.

This position is hybrid at our Remote Operations Center at 100 East Royal Lane, Suite 300, Irving, and compensation is based on experience and qualifications, ranging from $23-28 an hour.

- A quick phone screen to get to know you - A Zoom interview with the team - Short assessments to help us learn more about your strengths and work style - An in-person interview at 100 East Royal Lane, Suite 300, Irving, Texas, 75309 - Once you've signed your offer letter, we'll begin your background and credit check

- Take Time for Life: Enjoy 11 company holidays and start with three weeks of vacation. You can also recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO-free for you and your loved ones, with only taxes to cover.

- Retire with Confidence: We contribute to your 401(k) to help you build a secure financial future.

- Care for Your Pets: Access affordable pet insurance with employer contributions, ensuring your furry family members are protected.

- Invest in Your Growth: After one year, we cover 80% of your tuition so you can continue advancing your education and career.

- Navigate Life's Surprises: Our Advancial Life Rewards program reimburses up to $1,000 annually for unexpected expenses, because we know life doesn't always go according to plan.