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Member Relationship Specialist (Digital Banker)

Yolo Federal Credit Union
Woodland, CA Part Time
POSTED ON 7/22/2024 CLOSED ON 8/19/2024

What are the responsibilities and job description for the Member Relationship Specialist (Digital Banker) position at Yolo Federal Credit Union?

We are recruiting for a Member Relationship Specialist (33.5 hours per week) for our Member Service Center. If you thrive on providing top-notch service, love helping your community, and enjoy teamwork, then we might be a great fit for each other.

*Bilingual candidates highly preferred.

Essential Duties and Responsibilities include:

  • Provides assistance by phone, e-mail, and secure online messaging.
  • Accurately process account requests, new membership applications, and consumer loan applications.
  • 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.
  • Demonstrates effective problem resolution skills; ability to handle escalated scenarios.
  • Perform online/mobile banking troubleshooting and bill payment research.

    Prior credit union/financial institution and/or prior call center experience preferred.

    Requirements:

    QUALIFICATIONS:
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    EDUCATION and/or EXPERIENCE:
    High school diploma or general education degree (GED) required along with a minimum of one year experience in a customer service related role.

    LANGUAGE SKILLS:
    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.

    MATHEMATICAL SKILLS:
    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.

    PHYSICAL DEMANDS:
    While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must occasionally lift and/or move up to 25lbs. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

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