Digital Experience Specialist III

Neighborhood Credit Union • Prosper, TX

83d • $22 - $23

About The Position

To be part of a forward-thinking team, ready to embrace new technology to better serve our members and the community through digital services. Excited about empowering members through education on the ease and convenience of not only the branch technology, but also the credit union's digital platform that can serve all their banking needs. Consistently engaged in conversations with members with the ultimate goal of helping to uncover financial needs, while actively suggesting products and services to help them meet these needs. Maintains ownership of doing the right thing for the member while embracing Neighborhood Credit Union's core values and mission of building financial relationships in our communities.

Requirements

• High School graduate or equivalent.
• Proficient in knowledge of policies and procedures and strong understanding of credit union operations.
• One to two years of related experience with member service and coaching front line staff.
• Excellent communication and public relations skills.
• Ability to analyze accounts.
• Attentive to detail.
• Well organized.
• Ability to assist others.
• Able to use 10-key, PC, teller terminal, telephone, card machine, and all related business equipment.

Responsibilities

• Assumes responsibility for the effective and timely performance of assisting members.
• Digital expert and advocate, guiding members through online applications with the use of branch technology or member's device.
• Interviews members to obtain information and explain available financial products and services including electronic delivery systems.
• Utilizes internal Customer Relationship Management to consistently document follow-up efforts and pertinent member information.
• Evaluates credit bureau reports to determine which products are most beneficial for the individual member.
• Assists members with service requests while educating members on best possible solutions.
• Exhibits competency and deliberate action in providing service to members and guiding them through financial transactions.
• Assumes responsibility for establishing and maintaining professional business relations within the organization, with members, and in the community.
• Encourages member usage of online reviews to validate service delivery standards.
• Relationship building expert, consistently conducting follow-up as part of Onboarding expectations for new members.
• Actively engaged in supporting on-site SEG visits, community events and maintaining a fully committed relationship to the Business Development and Community Relationship team.
• Ensures both internal and external requests and questions are promptly resolved.
• Assumes responsibility for establishing and maintaining effective coaching, communication, and decision-making in the branch atmosphere.
• Leads with integrity in coaching and mentoring frontline staff to actively display the culture of Neighborhood Credit Union.
• Maintains strong communication amongst branch staff.
• Analyzes branch production and offers suggestions to increase this production and monitor successes and areas for improvement.
• Proficient in vault operations including ordering of cash, monitoring of recycler cash flow and balancing.
• Follows all policies and procedures regulated by the credit union.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED