Member Relationship Specialist (Digital Banker)

Yolo Federal Credit Union • Woodland, CA

1d • $21 - $26

About The Position

The Member Relationship Specialist (Digital Banker) serves credit union members through various digital channels in the Member Service Center. The role assists members and processes financial transactions by phone, email, and secure online messaging; handles incoming and outgoing calls; identifies relevant products and services; troubleshoots digital banking issues; and processes account, membership, and consumer loan requests. It also includes routine clerical support tasks. The schedule is 33.5 hours per week, with the possibility of working up to 40 hours per week.

Requirements

• Must be authorized to work in the United States.
• Must be located within 50 miles of Yolo County, California, or be willing to relocate.
• High school diploma or GED required.
• Ability to read and interpret operating policies and procedure manuals, and comprehend instructions, correspondence, and memos.
• Ability to write basic correspondence and reports and present information effectively in one-on-one and small-group situations.
• Ability to count currency and negotiable instruments and calculate figures such as discounts, interest, and percentages.
• Ability to apply basic algebra concepts.

Nice To Haves

• Some college or technical school experience.
• At least one year of experience working in a credit union or financial institution with direct customer contact.
• Previous experience in an inbound call center environment.
• Prior credit union, financial institution, or call center experience.

Responsibilities

• Assist members and process a variety of financial transactions by phone, email, and secure online messaging.
• Operate a cordless switchboard to answer or relay incoming calls and direct outgoing calls to the proper extension or department.
• Identify opportunities to enhance member relationships by offering products and services suited to members’ financial needs.
• Maintain current knowledge of credit union products and services, policies, and procedures.
• Resolve problems effectively and handle escalated scenarios.
• Troubleshoot online and mobile banking, assist with bill payment, and conduct related research.
• Perform routine clerical tasks, including creating loan and membership records, filing, stuffing envelopes, verifying information, and processing address or email change requests.
• Accurately process account requests, new membership applications, and consumer loan applications.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED