Solutions Specialist II

Copper State Credit Union • Phoenix, AZ

2d

About The Position

Are you looking for an opportunity to let your skills shine? Come join the team at Copper State Credit Union! We aren't so small that growth opportunities are scarce and we aren't so big that you'll get lost in the shuffle. With only 140 employees, we are able to offer similar products and services as our larger competitors, but on a more personalized scale, both with our members and our employees. This approach provides our employees the opportunity to get involved in the organization in a way they may not be able to, in the corporate world. At Copper State Credit Union, we value the contributions of our employees and actively look for ways to be collaborative, within all levels of the organization. Here, you will have the opportunity to roll up your shirtsleeves, put your unique skills to work, and have a voice in developing your role from the ground up.
As a Solutions Specialist II, you will:

Requirements

• Requires education equivalent to a four-year high school education or general education degree (GED). Some post-secondary education preferred.
• At least one year of customer service and/or cash handling experience and previous teller experience required.
• Professional well developed interpersonal skills essential for servicing credit union members and projecting a positive image as representative for the credit union. Approaches others in a tactful manner, reacts well under pressure, accepts responsibility for own actions, and follows through on commitments.
• Requires sound and accurate judgment. Displays a willingness to make decisions in a timely manner, usually within established guidelines. Includes appropriate people in decision-making process and can support and explain reasoning for decisions.
• Requires excellent interviewing and interpersonal skills, ability to listen to members’ needs and promote appropriate credit union products and services.
• Knowledge of consumer lending and account opening and closing preferred.
• Knowledge of PC applications including Word and Excel required. Experience with automated core banking system preferred. Experience utilizing smart phone and tablet applications preferred.
• Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)

Nice To Haves

• Some post-secondary education preferred.
• Knowledge of consumer lending and account opening and closing preferred.
• Experience with automated core banking system preferred.
• Experience utilizing smart phone and tablet applications preferred.

Responsibilities

• Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate, and efficient member transactions.
• Promote, explain, and identify cross-selling opportunities such as consumer and mortgage loans, certificates, debit and credit cards, online banking, and estatements. Meet or exceed sales goals.
• Process non-cash transactions such as payments, transfers, withdrawals, incoming and outgoing wire transfer requests, stop payments on share draft and credit union checks.
• Assist with mail or email transactions, when available.
• Provide accurate information to members regarding credit union products, services, policies and procedures. As appropriate, advise members of regulations applicable to these policies and procedures.
• Respond to member inquiries regarding credit union services and/or account discrepancies. Obtain and route necessary information to support departments for extensive account research and/or adjustments. Works closely with other departments in obtaining information and ascertaining necessary corrections. Coordinates a response to member inquiries and ensures prompt answers.
• Review debit card fraud alerts and cards reported Lost/Stolen. Perform general account maintenance functions pertaining to confirmed fraud such as placing holds, blocking and ordering cards, and blocking online banking access.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees