What are the responsibilities and job description for the Member Onboarding and Relationship Manager position at Mid American Credit Union?
About Us
Credit Unions are not-for-profit organizations that exist to serve their members rather than to maximize profits. As a member-owned institution, our focus is on providing a safe place to save and borrow at reasonable rates! That is why our mission at Mid American Credit Union is to be the best choice for quality financial services, above and beyond all other alternatives.
Who Should Apply
Mid American Credit Union is looking for individuals that like to be challenged, rewarded and inspired! This job is perfect for self-motivated, quick thinkers with unmatched problem-solving skills. Are you ready to be a part of a team that provides outstanding service each and every day?
What You'll Do
The Member Onboarding and Relationship Manager is responsible for ensuring the success of Mid American’s member programs to onboard and accelerate member adoption of products and solutions. The Onboarding and Relationship Manager will serve as the subject matter expert working closely with related vendors and internal departments, staying abreast of industry best practices, to recommend, develop and oversee the success of onboarding and sales/service campaigns across all touchpoints and channels.
- Utilize systems to develop processes to successfully onboard members, identify opportunities to increase targeted products/services, and identify member journey campaigns. Coordinate with several different departments as needed to successfully introduce related campaigns and processes.
- Identify program goals, roadblocks, and provide regular analysis of the results of all campaigns to ensure goals are being met and the programs are successful. Utilize dashboards and other reporting from systems to continually
enhance processes. - Develop and maintain expertise on use of member onboarding/relationship systems in order to create campaigns. Stay abreast of industry best practices, identify and champion enhancement opportunities to onboarding and deepening member relationships.
- Supervise Member Engagement Advisor; participate in outbound efforts as needed. Ensure all member-facing staff are acquainted with and properly trained on campaign expectations and responsibilities
- Collaborate with management to identify program focus/goals. Ensure processes and programs meet required compliance standards.
Cultural Responsibilities
We are committed to being part of the Mid American team! Show commitment to learning and growth. Consistently demonstrate a positive attitude and strong people skills during interactions with co-workers and members. Be able to work individually as well as with a team. Embrace change and be able to think of new ideas to assist our members. Demonstrate financial responsibility and professionalism.
Knowledge and Skills
- A college degree
- Two years of similar or related experience in financial institutions, including time spent in preparatory positions.
- Sales aptitude
- Data analytics aptitude
- Self-initiative
What You'll Love About Us
- A Company that Cares. We are more than a financial institution; we give back to our community. We teach financial literacy and donate to and support local organizations.
- Work that Stays at Work. Genuine work/life balance is served here!
- Rest. Paid PTO and paid holidays!
- Health Benefits. Medical with HSA and FSA options, dental, and vision.
- Prepare for the Future. 401(k) with a generous company match.
- Invest in YOU. Tuition Reimbursement Program.
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Salary : $57,000
