The Member Relationship Specialist provides customers with convenient options to manage their accounts and product solutions that meet their financial needs. • Proactively contact current customers through electronic channels in support of various campaigns that are focused on expanding their Citadel relationship through products and services that meet their financial needs. • Maintain advanced knowledge level of Citadel’s product lines in order to effectively recommend appropriate products and troubleshoot service issues. • Discover customer needs through conversations, questions and a review of accounts while promoting and cross-selling products and services. • Provide technical support and troubleshoot Citadel’s digital products, such as online banking, mobile app, and bill pay. • Generate qualified referrals to other departments for assistance with investments, business loans, and insurance requests to ensure the best customer experience possible. • Increase and promote loan volume by cross-selling loan products to existing and prospective customers. Responsible for originating all loan types offered by Citadel to meet annual loan goal. • Accurately complete customer transactions while maintaining confidentiality. • Utilize strong listening, communication and problem-solving skills while diplomatically handling and/or resolving customer issues. • On a limited basis, service inbound calls to support the Inbound Contact Center • Comply with all Contact Center policies, processes and procedures. • Meet and comply with all requirements set forth in the SAFE Act including but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS. • Remain compliant with the Bank Secrecy Act by completing annual BSA training.

▪ Provide financial advice and match financial products with customers' needs and goals.▪ Develop long-term rapport with customers and foster profitable relationships. Monitor market trends, identify and pursue potential customer leads, and meet sales goals.▪ Discuss customer's financial concerns, questions, and needs.

• Providing clients with brand knowledge and information.• Traveling to different area locations for both events and training.• Keeping up to date with both product knowledge and current marketing strategies.• Managing and confirming events/ promotions with companies and the agency, providing each customer/ client with brand knowledge and information.http://mktg.com/