Financial Solutions Specialist

COASTHILLS FEDERAL CREDIT UNION • Santa Maria, CA

2d • $24 - $25

About The Position

Under the direction of the Financial Solutions Manager, the Financial Solutions Specialist performs a variety of member transactions and performs advanced problem resolutions. Provides a high level of responsiveness to member inquiries by phone, email, in person, or digital platforms. Promotes and maintains a positive image of CoastHills.

Requirements

• One year of customer service and/or cash handling experience in a retail or banking environment.
• Successful completion of core competencies certification within six months of hire.
• Knowledge of consumer and real estate loans, including processing and funding.
• Successful completion of Member Services Officers 2 and 3 certifications prior to beginning in position.
• Operates a variety of office equipment and machines.
• Ability to travel, attend, and participate in training and meetings at various locations.

Nice To Haves

• Knowledge of Credit Union products and services highly desirable.

Responsibilities

• Processes request to close business membership accounts.
• Opens and closes IRAs, trust, special accounts and additional shares, and perform transactions on such accounts.
• Assists with the onboarding of new membership and promotes credit union products and services to enhance member relationships.
• Builds relationships with new membership using the New Account Follow Up model.
• Responds to members through digital communication channels, ensuring timely response and that accurate information is provided.
• Performs a variety of duties related to death claims.
• Processes all wire transfer requests received via phone, email, fax, or digital platforms
• Performs advanced problem resolution and account adjustments.
• Process members check order requests.
• Responds to member problems and requests, when necessary; assist with completion of forms and documents.
• Resolves complex member complaints, transactions and errors.
• Performs quality control of branch documents to ensure compliance and minimal audit exceptions.
• Assists in completing forms and documents.
• Resolves errors, member problems and/or complaints in a timely manner.
• Process all foreign currency requests received from branches and members with CXI access.
• Assists members with digital banking resets in Support Dashboard.
• Assists members with ECM requests processed through SWBC.
• Monitors and assigns LSI tickets in LSI Service Link website.
• Assists members with Web Bill Pay in Partner care Program.
• Responds to member correspondence through CU Email groups.
• Performs Contact Center Specialists essential functions as needed.
• Acts as a backup to the Financial Solutions Administrator.
• Acts as a backup to Call Center email groups, including Member Service, INFO and ECM.
• Regularly attends and participates in in-house training.
• Performs duties as assigned by management and may be assigned to work at any location.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed