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Georgia United Credit Union

Member Outreach Consultant (Hybrid) at Georgia United Credit Union

Georgia United Credit Union Duluth, Georgia

Job Description

Description

The starting salary for this position is $21.50 per hour depending on experience and qualification.

Essential Duties:

  • Using program scripting, conducts proactive Member Outreach calls to welcome new and existing members, creating a positive and engaging experience from the start.
  • Offers personalized onboarding assistance, including Online Banking setup, debit card activation, and e-statement enrollment, fostering strong member relationships.
  • Using scripting, presents and explains credit union services and products to members, emphasizing tailored engagement and solutions that cater to their needs.
  • Resolves member account discrepancies and escalates complex issues to ensure a seamless experience.
  • Supports members with technology-related services and troubleshooting to enhance digital engagement.
  • Utilizes consultative conversations to assess member needs and recommend appropriate services and products, aligning with strategic outreach initiatives.
  • Proactively identifies and promotes opportunities for personal and auto loans, credit cards, and protection products, contributing to organizational growth and success.
  • Demonstrates awareness and commitment to achieving individual and team performance goals, in line with the credit union's strategic objectives.
  • Collaborates with internal teams to support cross-functional growth initiatives and member-centric efforts.
  • Interviews and gathers documentation to originate, process, and close consumer loans, ensuring member satisfaction.
  • Evaluates membership applications, loan applications, verifies credit and employment, and recommends decisions in accordance with policy.
  • Identifies and escalates potentially fraudulent activity while maintaining member confidentiality and trust.
  • Completes special projects and other duties as assigned, contributing to the credit union's long-term success.
  • Promotes and establishes strong, positive and productive working relationships within the organization through commitment to the company's purpose, mission and core values.

Statement of Understanding

This job description is intended to provide a general overview of the essential duties, responsibilities, requirements, and working conditions associated with the position. It is not intended to be an exhaustive or comprehensive list of all tasks or responsibilities. The organization may assign additional duties or modify existing ones as needed, at its discretion. Job descriptions may be updated periodically to reflect business needs and organizational changes.

Reasonable accommodations may be made in accordance with the Americans with Disabilities Act (ADA) and other applicable laws, so long as such accommodations do not pose undue hardship to the organization or create significant health or safety risks.

Nothing in this job description should be construed as creating an employment contract, either expressed or implied. Employment remains at-will, meaning that either the team member or the organization may end the employment relationship at any time, for any reason not prohibited by law.

Equal Employment Opportunity (EEO)

Georgia United is committed to providing equal employment opportunities and fostering a workplace where all individuals have the chance to succeed. We consider all qualified applicants for employment and advancement without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We value the unique perspectives and contributions that each team member brings to our organization, believing that a diverse and inclusive workforce strengthens our credit union.

E-Verify

Georgia United participates in the U.S. Department of Homeland Security's E-Verify program. E-Verify is an online system used to confirm the eligibility of employees to work in the United States. This process involves electronically verifying the information provided by new hires against records maintained by the Department of Homeland Security and the Social Security Administration.

Qualifications


Behaviors
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Team Player - Works well as a member of a group

Education
High School (required)

Experience
*Proficiency in Microsoft Office Suite, CRM systems, and digital communication tools. (required)
*Strong math and analytical skills preferred. (preferred)
*Digital onboarding, outbound member engagement, or related roles-preferably within a financial institution, preferred. (required)
*At least one year of experience in a service-oriented or financial services role. (required)

Skills
  • Collaboration (required)
  • Communication (required)
  • Attention to Detail (required)
  • Active Listening (required)


  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.


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