Digital Branch Specialist Position Available In Wake, North Carolina
Tallo's Job Summary: The Digital Branch Specialist role involves communicating with members, driving brand awareness, and building relationships for member retention and growth. Responsibilities include handling member transactions, recommending products, and providing quality service. Qualifications include 1-3 years of member servicing experience or a relevant degree, team-oriented, and able to work on-site. Contact HR at careers@civicfcu.org for inquiries.
Job Description
Job Description:
Description:
OUR CULTUREOur organization believes we can all dowell by doing good. We value the contributions of diverse minds andprioritize the success and wellbeing of our employees. We alsobelieve every person in our organization plays a role in supportinga healthy environment and helping to achieve our goal of prosperityfor all. To this end, we recruit bright, energetic, and talentedpeople to be members of our team. In return, we offer a dynamicworkplace that presents opportunities for professional advancementand individual growth. We strive to always display integrity,self-awareness, courage, and respect for one another whilecontinuing to seek opportunities to learn. We really believe thatwhen our employees succeed, our community wins.
ABOUT THE
POSITIONThe primary functions of this role are tocommunicate with members and potential members, drive brandawareness, build relationships internally and externally thatresult in member retention and growth, provide a world-classexperience by clearly and effectively communicating products andservices, and accurately handle all member related transactions.
The Digital Branch Specialist is responsible for establishing acollaborative environment within the Member Experience Center thatleverages technology to best discover and address member needs,products, and services.
NORMAL DAY-TO-DAY WORK
Promptly respond to communication and inquiries from membersand potential members via various communication channels (includingbut not limited to: phone, web chat, text message, and videoconference. Assist with remote opening of deposit and loan accounts byensuring all information is received timely and accuratelyprocessed. Identify, recommend, and cross-sell appropriate products andservices to new, existing and potential members. Promote CreditUnion products and services while delivering high quality servicewith accuracy. Explains loan programs to member, evaluates their needs andrecommends loan options. Provide quality service to members, potential members and thecommunity while achieving established qualitative and quantitativeservice level metrics. Complete member and loan applications and escalate to thelending department as necessary. Demonstrate continuous effort to improve operations, decreaseturnaround times, streamline work processes, and work cooperativelywithin the team. Use tact and experience-based knowledge to resolve memberissues and concerns by explaining policies and products whilerepresenting the Credit Union in a professional manner. Stay abreast of all member service policies and procedures,ensuring the quality as well as compliance on all member-facinginteractions. Take ownership for actions, decisions, and results; openlyaccept feedback and demonstrate both the willingness and ability toimprove.
JOB QUALIFICATIONS
Here are a few qualifications you MUSThave to be qualified for this position. Minimum 1 – 3 years of member servicing experience, or have aBachelor’s degree in Business, Finance, Lending, or relevantarea. Must be team oriented, results driven, and self-motivated. Must be able to manage multiple priorities and account sinfluid environment while maintaining accuracy in all details. Must be able to work onsite at Credit Union administrativeheadquarters. Must be able to work 8-hour shifts within core operating hours(8:00am – 6:00pm), as well as the occasional weekend andholiday. Ability to function in a Consumer business office environmentand utilize standard office equipment including but not limited to:
PC, copier, telephone, etc. Ability to lift a minimum of 25 lbs. (file boxes, computerprinter). Travel required on occasion.
Here are a few qualifications we’dLIKE for you to have. Four-year degree from an accredited college/university. Call center experience. Knowledge of financial products and services, mobile andon-line banking a plus. Experience using on-line banking services preferred. Must be comfortable using various technology platforms. Excellent verbal, written, telephone and interpersonalcommunication skills. CONTACT USIf you have questions about this position description,please feel welcome to ask.
You can reach HR at:
Human Resources3600Wake Forest Rd, Raleigh, NC27609careers@civicfcu.org
Requirements:
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