Online Branch Processor
About The Position
This position is responsible for creating a member-centric experience for Members who apply via the Online Branch queue to advance Blaze growth objectives while exemplifying superior member service and building positive member relationships. This position is responsible for handling internet applications from the branch online queue of Members wanting to open an account. This position will be the main point of contact for the Member throughout the entire application process. This position will review the credit report for the possibility to not only fulfill the member’s initial request but enhance the members’ experience by suggesting other products that Blaze offers that could save them time, money, offer protection and create convenience. In addition, this position will act as a resource to both the branch staff and members by displaying knowledge and expertise in the financial services field.
Requirements
- Minimum High School degree or equivalent
- Minimum 1 to 2 years customer service or credit union experience
- Demonstrated Knowledge
- Skill of: Selling, including the ability to identify members' needs, to explain features and benefits of Blaze services, and to close sales opportunities
- Typing
- Ability to: Use a computer keyboard and calculator
- Learn to use various office equipment
- Be coached and meet sales and service expectations
- Ability to interact/respond to members/staff politely based on a general ‘script’; written communications are templated
- Ability to sit an stand; answer calls; operate computer; interact with internal staff and public on the phone; travel to designated offices; lift up to 20 lbs
- You are enthusiastic and passionate about helping others
- You enjoy learning and want a career…not just a paycheck
- You understand financial products and services or are interested in learning about them
- You are comfortable having conversations and making recommendations
- You seek new ways to serve others in your community
- You work well with others, even when things don’t go as planned
- You embrace change and a fast pace
- You are organized and can multi-task
- You have a minimum High School degree or GED (required)
- You have a minimum of one year customer service experience
- You have a minimum of one year cash handling experience
Nice To Haves
- Previous financial service experience a plus
Responsibilities
- Using the Online Branch Service queue to recommend and sell Blaze products and services to ensure that the member’s financial needs and Blaze’s growth objectives are met.
- Identifying members’ financial needs and marketing appropriate Blaze products and services; consistently meeting or exceeding sales goals for accounts, loans, and partner referrals as set by management utilizing need-based sales and service skills, overseeing executing new account application process through the online branch queue.
- Using this interaction to further the relationship to include consumer loan process and following approved guidelines, maintaining knowledge of products and services, and following up on all service and sales leads in a timely basis (outbound calls and correspondence).
- Perform other duties to support effective branch operations; assist with Blaze Operational Excellence.
- Following Credit Union banking guidelines and efficiently processing all transactions.
- Ensuring policies and procedures are followed and accuracy of documentation to manage risk and reduce losses and maintain confidentiality of Credit Union and member records.
- Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- Exhibit Blaze’s Core Value’s: Better Lives, Thoughtfully Compassionate, Minnesota’s Best, and Give Back.
- Regular and predictable attendance.
- Perform other duties as assigned to support effective department operation.
Benefits
- Competitive WAGES
- Opportunity to GROW by receiving constructive guidance and mentorship
- Development opportunities through CAREER pathway in branches
- Participation in GIVE BACK to our communities through volunteering, community events, and companywide campaigns
- Great BENEFITS include affordable healthcare ($20 per check), up to 6% 401K contribution, tuition reimbursement and generous PTO
- low-cost medical (as low as $20 a paycheck)
- dental insurance
- vision insurance
- quarterly bonuses
- generous vacation and sick time hours
- paid leave options
- up to 6% 401k contribution
- tuition reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
