What are the responsibilities and job description for the Engagement Specialist position at Dow Credit Union?
Engagement Specialist
Are you passionate about helping others and building lasting relationships? Do you have a talent for engaging with people, identifying their needs, and providing solutions that enhance their financial well-being? If so, we want you to join our team as an Engagement Specialist at Dow Credit Union!
Would you like to join a supportive organization that invests in its employees? Do you want to build a long-term career in the people helping people industry with an established and award-winning company? If so, please read on!
This position earns a competitive minimum starting hourly pay of $22. We provide terrific benefits, including quarterly and annual incentives, medical, dental, vision, a 401(k) plan, paid holidays, and paid time off (PTO). If this sounds like the right opportunity for you, apply today!
DOW CREDIT UNION: OUR MISSION
In 1937, the country was still in the throes of a severe economic depression that underscored the need for a workable financial plan to enable Dow employees to save for emergencies and obtain convenient, low-cost credit. Two Dow employees heard about the credit union movement, and the rest is history. Today, we serve more than 81,000 members and have over $2.3 billion in assets. Our goal has always been to serve our members to the best of our abilities and provide them with the best value for their money. Every day, we continually strive to improve our level of service by keeping our focus on our members.
In order to do this, we have to hire and retain loyal, team-oriented employees who have genuine care and concern for our members and conduct themselves with integrity and professionalism. That's why we offer competitive pay, excellent benefits, and a positive work culture. We truly respect each other and actively encourage diversity, equity, and inclusion (DEI). We are an equal-opportunity employer.
Engagement Specialist
As an Engagement Specialist, you will be the first point of contact for new members, welcoming them to Dow Credit Union and introducing them to the products and services that best fit their financial goals. Through phone calls, emails, and chats, you'll help members navigate their accounts, review loan terms, and explore opportunities to maximize their credit union membership. Your ability to connect with people and your knowledge of financial products will play a crucial role in strengthening member relationships.
Key Responsibilities
- Conduct outreach to new members, providing a seamless and positive onboarding experience.
- Educate members about Dow Credit Union products and services to enhance their financial success.
- Assist members acquired through the indirect lending channel by reviewing loan terms and repayment options.
- Cross-sell appropriate products and services based on member needs and financial goals.
- Utilize sales techniques to present products effectively and overcome objections with tailored solutions.
- Maintain accurate records of member interactions and follow up as needed.
- Collaborate with various departments to support member needs.
- Contribute to process improvement initiatives and share knowledge with team members.
- Determine and initiate additional opportunities for strengthening member relationships through outbound contact efforts.
What We're Looking For
- Experience: 2-3 years of proven success in sales, customer service, call center, or telemarketing.
- Education: Associate degree or equivalent work experience in a related field.
- Skills & Qualities:
- Strong verbal and written communication skills.
- Ability to quickly build rapport and maintain a service-oriented approach.
- Goal-driven mindset with a track record of meeting or exceeding sales targets.
- Proficiency in computer systems and call center technology.
- High level of professionalism and ability to maintain confidentiality.
- Ability to multitask and work independently in a fast-paced environment.
Why Join Dow Credit Union?
At Dow Credit Union, we believe in putting our members first while fostering a supportive and collaborative workplace. We offer: ✅ Competitive pay and benefits package ✅ Opportunities for professional growth and development ✅ A culture that values teamwork, innovation, and service excellence
If you are enthusiastic about helping members achieve financial success and thrive in a sales-driven, service-focused role, we'd love to hear from you!
Salary : $22
