What are the responsibilities and job description for the Member Solutions Specialist position at Team One Credit Union -?
Team One Credit Union is seeking a full-time Member Solutions Specialist. This full-time position operates in a primarily hybrid-remote capacity after a period of in person training, with minimum once monthly onsite reporting to the closest local branch office.
Key Responsibilities:
- Demonstrate ability to explain dividend and interest rate concepts for deposit and loan products.
- Assisting members with banking needs via remote channels such as telephone, live chat, and Interactive Teller Machines
- Possess basic knowledge of lending products and underwriting principles, promoting Credit Union products and services via member education & referrals.
- Exhibit good understanding of IRAs and deferred compensation.
- Effectively determine members’ financial needs, being proactive in recognizing and acting upon sales opportunities.
- Contribute to departmental compliance, ensuring consistency and accuracy by adhering to policies and procedures.
- Approve checking accounts and check cards when appropriate.
- Provide enhanced member technical support and device troubleshooting for member facing electronic services, including mobile and desktop platform support.
Preferred Qualifications and Experience:
- Credit Union/Banking background (preferred)
- Familiarity with CU/Banking core platform software and DocuSign systems (preferred)
- Work history which demonstrates knowledge of multiple Credit Union/Banking departments
- Proven record of being self-driven and successful while working independently
- Ability to multi-task and quickly move from one assignment to another
- Willingness to work Monday – Friday and be included in Saturday shift rotation
- Capacity to display patience with technology-challenged members and staff
- Impeccable member service
- Display professionalism while being friendly and approachable
Starting wage will be dependent upon multiple factors including skills and experience.
Who We Are:
Team One Credit union is more than a workplace – we are a community united by our mission: Partnering with our members along their journey toward financial well-being by cultivating lifelong relationships.
Team One Credit Union is dedicated to providing innovative solutions and personalized support, in pursuit of our vision: Empowering financial dreams anywhere – for ALL.
Our core values guide us in everything we do – shaping our culture and driving our commitment to excellence. We are collaborative, accountable, honest, courageous, transparent, open-minded, and member-focused.
Why Join Our Team:
- Competitive salary and benefits package.
- Opportunity to make a significant impact on the growth and success of the institution.
- Collaborative and inclusive work environment.
Team One Credit Union is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.