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    Guest Services Associate - Brighton, United States - Refactor Talent

    Refactor Talent
    Refactor Talent Brighton, United States

    3 weeks ago

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    Description

    The Member Experience Associate is passionate about delivering the Best Member Experience to our members This team member will conduct conversations to uncover needs, inspire possibilities, and deliver solutions to advance our members financial success. They will cross-sells products and services to help our members meet their financial goals. This position will build and deepen member relationships by providing the Best Member Experience. Member Experience Associates will be expected to be adaptable with a strong sense of teamwork and to support onstage operations and help to reach and exceed Lake Trust goals.

    1. Proactively greet and interact with members as they enter the Credit Union. Through active listening and asking open-ended, highly impactful questions you will uncover members needs to best assist them in meeting those needs.
    2. Be a financial coach to our members Look for opportunities to maximize member loyalty, building and deepening the member s relationship by assessing member s total financial picture and offering solutions to advance their financial success.
    3. Coach and mentor peers by working collaboratively and promoting teamwork to achieve Lake Trust goals.
    4. Maintain product knowledge at an expert level.
    5. Demonstrate positive behaviors that promote high morale, cooperation, and enthusiasm.
    6. Educate members on consumer loans and credit card products. Originate, process, and close on consumer loans. Advise on opportunities to advance members financial well-being by looking for cross-sale opportunities and acting as a financial coach to members.
    7. Perform all essential financial transactions, including opening all deposit accounts, including specialty and business accounts.
    8. Pursue learning and development activities. Share knowledge with teammates.
    9. Ability to work flexible schedules.
    10. Ensure compliance with all regulatory and legal requirements.
    11. Perform other duties and responsibilities as required or assigned.:


    Required:

      • High School Diploma/GED is required.
      • Minimum of 1 year of service industry experience demonstrating success in building member/customer relationships by successfully cross selling products.
      • Must have a passion for working with people.
      • Demonstrated ability to think critically, independently, and creatively to develop customized solutions for our membership.
      • A high degree of adaptability to adjust quickly to changing priorities, new ideas, processes, and taking on new responsibilities.
      • Ability to utilize and adapt quickly to existing and new technology tools and platforms to demonstrate products and services to members.
      • Assume responsibility for developing detailed knowledge about specific products, services and the features and benefits.
      • Exceptionally strong member handling, conflict resolution, and problem-solving skills; focus on quality in member experience.
      • Proven ability to proactively interact with members to identify and uncover needs while supporting a strong member/customer service culture.
      • Results focused with demonstrated strong sales skills and a track record for sustained measurement of outcomes, ability to work independently and with others to achieve desired results.
      • Excellent written and verbal communication skills.
      • Ability to maintain a high degree of confidentiality.
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