Member Relationship Specialist (Digital Banker)

Essential Duties And Responsibilities Include

We are currently hiring for a Member Relationship Specialist (Digital Banker) (33.5 hours per week) to serve our members through various digital channels in our Member Service Center. If you have strong communication skills and have a passion for serving others, then we may be a good fit for each other. Learn more about this position below:

• Provide assistance and process a variety of financial transactions by phone, e-mail, and secure online messaging.
• Operate a cordless switchboard in order to answer and/or relay incoming calls or outgoing calls to the proper extension or department.
• Identify opportunities to enhance the member relationship by offering products and services that are beneficial to the member’s financial needs.
• Maintain current knowledge of all Credit Union products and services, as well as policies and procedures.
• Demonstrate effective problem resolution skills and the ability to handle escalated scenarios.
• Perform online/mobile banking troubleshooting, bill payment, and other related research.
• Perform routine clerical support task functions including but not limited to creating loan and membership records, filing, stuffing envelopes, verifying, and processing address or email change requests.
• Accurately process account requests, new membership applications, and consumer loan applications.
  
  

Prior credit union/financial institution and/or prior call center experience preferred.

Requirements

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION And/or EXPERIENCE

High school diploma or general education degree (GED) required. Some college or technical school experience preferred. A minimum of one year of experience working in a credit union or financial institution with direct contact with customers desired. Previous experience working in an in-bound call center environment desired.

Language Skills

Ability to read and interpret documents such as operating policies and procedure manuals. Ability to comprehend instructions, correspondence, and memos. Ability to write basic correspondence and reports as well as effectively present information in one-on-one and small group situations to the public, members, and other employees.

Mathematical Skills

Ability to effectively count currency and negotiable instruments and calculate figures and amounts such as discounts, interest, and percentages. Ability to apply concepts of basic algebra.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; type; reach with hands and arms; and talk or hear. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.