Member Relationship Specialist (2B) - Live Oak Financial Health Center

We are seeking a Member Relationship Specialist for the Live Oak Financial Health Center.

This level of work uses good, individual judgment, analysis, and decision-making in assessing & overcoming obstacles to produce outputs, accumulating data from which to conclude, listening to evaluate and determine needs.

It involves dealing one-by-one with concrete situations as they arise and diagnosing a problem from a multi-factor model.

Offering an optimal solution that considers multiple variables to enable additional opportunities to be realized while also considering immediate cause and effect impacts and associated impacts of up to 6 to 9 months in length.

Manage meaningful member relationships and continually improve the efficiency and effectiveness of the interaction, experience, and execution of transactions.

Making situational response decisions to schedule and prioritize actions.

Foreseeing developing issues based upon observations and taking action to eliminate or reduce their negative impact or maximize their positive impact.

The objectives include effective coordination, collective improvement, and efficiency to improve current processes.

The theme of the work is service.

If you have exceptional listening, verbal communication, good written communication, and problem-solving skills, apply right away!

Highlights:


* Embody sincere empathy for our members and display a deep passion for helping our members achieve financial health


* Develop and propose multiple decision alternatives to address and/or improve members' current financial situation, remedy past missteps, and develop an action plan to help members attain short-range financial goals (up to one year)


* Thoughtfully and thoroughly plan and prepare for upcoming meetings with members to ensure high-quality, high-value, high-yield interactions


* Actively leverage multiple established community partner relationships by supporting the partner's values and mission through service, volunteer, or engagement opportunities


* Participate in cross-functional project team environments


* Work effectively and cooperatively with full commitment to tasks assigned by their manager

Experience:

    Required


* 3 years of face-to-face interaction experience

Education:

    Required


* High School Diploma or Equivalent

    Preferred


* Baccalaureate degree desired

Skills & Knowledge:

    Required


* Exceptional listening skills


* Exceptional verbal communication skills


* Good written communication skills


* Good problem-solving skills

    Preferred


* Bilingual

 

Schedule: Monday - Friday, 8:30 am-5:30 pm

Level of Work: 2B

Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.

To get to know Credit Human and learn more about our benefits, visit our careers page at www.credithuman.com/careers.

 

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