Member Relationship Specialist (Digital Banker)

Yolo Federal Credit Union-posted 3 months ago
Woodland, CA
11-50 employees
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We are currently hiring for a Member Relationship Specialist (Digital Banker) (33.5 hours per week) to serve our members through various digital channels in our Member Service Center. If you have strong communication skills and have a passion for serving others, then we may be a good fit for each other.

  • Provide assistance and process a variety of financial transactions by phone, e-mail, and secure online messaging.
  • Operate a cordless switchboard in order to answer and/or relay incoming calls or outgoing calls to the proper extension or department.
  • Identify opportunities to enhance the member relationship by offering products and services that are beneficial to the member’s financial needs.
  • Maintain current knowledge of all Credit Union products and services, as well as policies and procedures.
  • Demonstrate effective problem resolution skills and the ability to handle escalated scenarios.
  • Perform online/mobile banking troubleshooting, bill payment, and other related research.
  • Perform routine clerical support task functions including but not limited to creating loan and membership records, filing, stuffing envelopes, verifying, and processing address or email change requests.
  • Accurately process account requests, new membership applications, and consumer loan applications.
  • High school diploma or general education degree (GED) required.
  • Some college or technical school experience preferred.
  • A minimum of one year of experience working in a credit union or financial institution with direct contact with customers desired.
  • Previous experience working in an in-bound call center environment desired.
  • Ability to read and interpret documents such as operating policies and procedure manuals.
  • Ability to comprehend instructions, correspondence, and memos.
  • Ability to write basic correspondence and reports as well as effectively present information in one-on-one and small group situations to the public, members, and other employees.
  • Ability to effectively count currency and negotiable instruments and calculate figures and amounts such as discounts, interest, and percentages.
  • Ability to apply concepts of basic algebra.
  • Prior credit union/financial institution and/or prior call center experience preferred.
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