Branch Experience Specialist I - White Rock, NM

About the position

The primary role of this position is to assist Del Norte Credit Union in living out its mission of improving lives as a financial cooperative by possessing a passionate devotion to providing outstanding and empathetic service to Del Norte Credit Union members and fellow teammates. Exemplify Del Norteno Pride to live with character, feel with empathy, and act with passion; a key component of this is to identify the financial needs of the member and recommend an appropriate credit union solution.

Responsibilities

• Assist members of the credit union with their financial needs in a professional, friendly, knowledgeable, and timely manner.
• Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms.
• Process paying and receiving transactions to include: deposits, loan payments, cashiers checks, and issuance of gift and travel cards, closing accounts, stop payments, address file maintenance, answering questions about products and services, and problem resolution.
• Maintain and balance operating cash daily.
• Greet members/guests to establish rapport and direct to appropriate area.
• Promote a needs based member education culture within the branch to identify opportunities to promote credit union products and services to live DNCU’s mission of improving lives while meeting and/or exceeding established member education goals.
• Work effectively in a team environment contributing to the success of the branch and organization.
• Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.
• Perform other related job duties as assigned.
• Serve as a role model and coach for proactive member service initiatives.
• Support management with daily, weekly, and monthly operational tasks as well as cash and other audits.
• Proactively mentor, direct, and coordinate the activities of the Branch Service Specialist staff and assist the branch management team in meeting branch, organizational, operational, member education expectations.

Requirements

• Level I: A minimum of six months of similar or related experience. Strong cash handling and customer service experience.
• Level II: One year to three years of similar or related experience. A minimum of two years of teller experience. Experience in multi-tasking, strong attention to detail, cross-selling, and problem resolution while providing excellent customer/member service experience.
• Senior: Three years to five years of similar or related experience.
• A high school education or GED.

Nice-to-haves

• Ability to handle sensitive information with complete confidentiality and professionalism.
• Professional appearance and demeanor.
• Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values.
• Conduct themselves and members fairly, ethically, and with confidence.
• Successful job performance involves meeting and/or exceeding teambuilding, interpersonal, relationship building, and technical skills outlined in other duties and responsibilities.
• Must have good communication and PC skills.
• Critical thinker and effective problem solver.
• Collaborative service skills.
• Willing and eager to exceed expectations; demonstrated excellence in all aspects of service delivery operations.
• Demonstrated proficiency with 10-key calculator, Windows, and other MS Office products and applications.

Benefits

• Medical, Dental and Vision insurance. Available the first of the month following date of hire.
• 401(k) - Traditional or Roth.
• Paid Time Off.
• Eleven paid holidays/year.
• Employer-Paid Benefits: Employee Assistance Programs (EAP), Short-Term & Long-Term disability.
• Wellness Reimbursement Plan.
• Educational Reimbursement Program and Development Programs.