Forum Credit Union

  • Member Relations Specialist - Broad Ripple

    Job Locations US-IN-Indianapolis
    Job ID 2019-1256
    # of Openings
    Regular Full-Time
    Location : Name
    Broad Ripple
    6501 N. College Ave.
    Postal Code
  • Overview

    FORUMCULogo High Resolution

    FORUM’s primary mission can be summed up in one simple, yet sincere statement:
    Helping Members Live Their Financial Dreams.

    Voted Best Places to Work in Indiana for the past eight years, FORUM is dedicated to enriching the lives of our employees so we can in turn enrich the lives of our members.


    As a Member Relations Specialist, a typical day might include the following:

    • Assist management staff in getting the member service line opened, closed, and balanced in a timely manner
    • Encouraging fellow staff to reach sales goals
    • Administer cross training programs for branch employees
    • Perform outbound calls to gain business
    • Work toward meeting or exceeding monthly sales goals as determined by manager
    • Perform advanced level account maintenance and financial transactions with few errors
    • Proficiently serve as the acting branch supervisor as needed. This includes being a primary key holder to open and close the branch


    This job might be for you if:

    • If you enjoy helping meet the needs of members through listening, identifying, and recommending credit union products and services.
    • If you place high importance on accuracy of transaction processing, issue resolution, as well as product and service guidance.
    • If you are able to be responsive to member needs and be able to handle all member problems and complaints with professionalism and courtesy.
    • If you can work effectively as a team member, participating actively and constructively.


    What we are looking for:

    • High School diploma or equivalent
    • Previous sales and customer service experience
    • Knowledge of Consumer lending and financial products
    • Proficient computer skills


    What we offer:


    • Competitive pay and incentives
    • Award winning training and development
    • Comprehensive benefits package


    FORUM Credit Union is a full service financial institution offering 13 convenient branch locations in the Indianapolis area. We were formed in 1941 and have since experienced tremendous growth by offering innovative services and considering our members’ needs as top priority. The Credit Union began with volunteers, and that same volunteer spirit exists today as we strive to help members better their financial lives.


    FORUM Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics


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