Member Engagement Specialist

Member Engagement Specialist Opportunity at Stanford Federal Credit Union! 

We’re on a mission to improve financial lives! If you’re a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we’re non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley—and we provide them with the most generous financial benefits in our industry. 

Stanford FCU is a $4 billion company with a global reach of over 88,000 members in 90 countries and growing! Come grow with us and see what it’s like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives!

The Member Engagement Specialist (MES) is responsible for providing uncompromising service by building enduring relationships, communicating, referring, and selling products to meet members' needs. 90-day onboarding and at-risk member retention will be key areas of focus. As part of Sales & Member Engagement Team, the Member Engagement Specialist works closely with and supports the Relationship Managers (RMs) in their efforts to acquire, retain and increase member engagement through a variety of sales and service activities.
 This position cross-sells traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships. Member Engagement Specialist must be accurate, organized, alert and articulate while working in a position with little or no supervision. They must establish rapport that encourages further engagement. Can manage multiple tasks in a constantly moving environment.
 
 *Please note this position is hybrid onsite*

Who YOU are:  

• Two to Four years' experience in opening new accounts in a financial institution and sales related field.
• A high school degree or equivalent.
• Previous sales experience preferred.
• A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature.
• Demonstrate highest levels of member service and discretion when dealing with the public

What YOU’LL do:

•  Onboarding excellence: Proactively learns about current or potential goals of members and offers appropriate financial solutions. Proactively follows-up with new members via all digital channels and in person to ensure a positive experience.
• Deepening SEG memberships and Ambassador relations: Research and proactively contacts existing members to retain and expand relationships with appropriate financial solutions.
• As necessary, work with all business partners within SFCU to follow up on transactions in progress through an RM or the business development channel. Ensure member expectations are met.
• Support Business Development Team in general business development activity where necessary, for example, preparing for and supporting SEG events; Develop a network of operational contacts that will support the work of the Business Development Team.
• Recommends improvements in processes, services, and policies to improve our members' experiences and streamline work.

Some of our benefits for YOU:   

• 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents
• Employer 401(k) matching up to 5% plus additional annual discretionary contributions
• Education reimbursement up to $5,200/year
• Employee recognition program with cash incentives 
• Commute benefits up to $900 per year 
• Paid Sick Time accrues at two weeks per year
• Paid Vacation Time accrues at three weeks per year
• Paid Federal banking holidays (approximately 10 per year)
• Ongoing training and education, seminars, and conferences
• Loan rate discounts on some products (vehicle, mortgage and HELOC loans)
• Waived fees and deposit bonuses on Stanford FCU accounts
• Flex health/transit plan availability 
• Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources

If you are ready for this awesome opportunity (or know somebody who is) please contact us today! 

Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions.

Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. 

Stanford Federal Credit Union is committed to equal employment opportunities, and a workplace that embraces diversity and inclusion for qualified individuals of all backgrounds.

Salary : $900 - $5,200