Logo for Commonwealth Credit Union

Fully Remote Member Engagement Representative (Within the State of Kentucky)

Role overview

Qualifications

  • Strong communication skills
  • Proficiency in software for communication tracking
  • Ability to establish relationships
  • Knowledge of financial products and services

Responsibilities

  • Handle all inbound and outbound communication
  • Follow established guidelines to protect member information
  • Provide informed responses to members and potential members
  • Meet Credit Union standards for referrals

Key facts

Other skills

  • Customer Service
  • Relationship Building
  • Teamwork
  • Problem Solving

About the company

Commonwealth Credit Union logo

Commonwealth Credit Union

At Commonwealth Credit Union, We CU differently®. What does that mean? We See You Differently and We Credit Union Differently. Our differences are what make us special, and we think they should be celebrated. We meet you where you are and walk alongside you, wherever you are on this journey called life. Our mission is simple: Bettering Lives Through Our Passion to Serve. We are dedicated to improving the financial well-being of our members by offering personalized, accessible financial services that help individuals and families achieve their goals. Our passion for service goes beyond transactions – it's about making a meaningful difference in the lives of those we serve, fostering lasting relationships, and creating a positive impact in the communities we call home. ommonwealth Credit Union was founded with the vision of providing a safe and reliable financial institution for the Kentucky retirees. Since then, we’ve grown to nearly 400 team members serving more than 130,000 members of all walks of life, always keeping our cooperative roots at the heart of everything we do. As we look to the future, we remain committed to evolving with the times while staying true to the values that have made us a trusted partner in financial success for so many. ELIGIBILITY At Commonwealth Credit Union, we believe innovative financial services should be accessible to everyone. That’s why we offer membership opportunities through various pathways such as familial relationships or by joining one of our approved associations. Bottom line – ANYONE can join Commonwealth Credit Union. It’s all about finding the best pathway for YOU!

Company details

Company size201 - 500

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Job description

Our goal is to be an Employer of Choice, and it takes all of us to achieve this.  That’s why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position.  Our team is committed to ‘bettering lives through our passion to serve’ and this includes everyone - from our team members to the people in the communities we serve.  We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful.

 

Our Member Engagement Representatives are a vital part of our business efficiency and member satisfaction. They handle all inbound and outbound communication, providing a wide range of services and informed responses to our members and potential members.

The duties of a Member Engagement Representative include, but are not limited to:

  • Staying readily available for incoming communications.
  • Following established guidelines to protect the security of our members' information.
  • Proficiently using software for communication tracking and member documentation and follow up.
  • Establishing relationships with internal and external members and striving to provide exceptional service.
  • Meeting Credit Union standard for referring new memberships, checking accounts and loans.
  • Displaying knowledge of products and services and offering recommendations to members to meet their financial needs.

Some Saturday hours are required.

 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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