What are the responsibilities and job description for the Client Engagement Specialist position at mfcu?
Our Mission:
To provide exceptional service and support to our clients, empowering them to achieve financial freedom. We strive to deliver on our brand promise by being trustworthy, caring, and enthusiastic in every interaction.
Responsibilities:
Qualifications:
To provide exceptional service and support to our clients, empowering them to achieve financial freedom. We strive to deliver on our brand promise by being trustworthy, caring, and enthusiastic in every interaction.
Responsibilities:
- Product Knowledge: Develop and maintain an effective level of product knowledge to identify clients' financial needs and recommend appropriate solutions.
- Sales Expectations: Actively participate in Credit Union initiatives, promotions, and achieve assigned financial service goals.
- New Accounts: Assist with opening new accounts, prepare and process documentation, and collect share deposits.
Qualifications:
- Minimum 1-2 years related experience
- Skills in Microsoft Word, Excel, and Outlook
- Able to attain Financial Counselor Certification (CCUFC) within 6 months