Member Solutions Specialist
Team One Credit Union is seeking a full-time Member Solutions Specialist. This full-time position operates in a primarily hybrid-remote capacity after a period of in person training, with minimum once monthly onsite reporting to the closest local branch office. Key Responsibilities:
Demonstrate ability to explain dividend and interest rate concepts for deposit and loan products. Assisting members with banking needs via remote channels such as telephone, live chat, and Interactive Teller Machines Possess basic knowledge of lending products and underwriting principles, promoting Credit Union products and services via member education & referrals. Exhibit good understanding of IRAs and deferred compensation. Effectively determine members' financial needs, being proactive in recognizing and acting upon sales opportunities. Contribute to departmental compliance, ensuring consistency and accuracy by adhering to policies and procedures. Approve checking accounts and check cards when appropriate. Provide enhanced member technical support and device troubleshooting for member facing electronic services, including mobile and desktop platform support. Preferred Qualifications and Experience:
Credit Union/Banking background (preferred) Familiarity with CU/Banking core platform software and DocuSign systems (preferred) Work history which demonstrates knowledge of multiple Credit Union/Banking departments Proven record of being self-driven and successful while working independently Ability to multi-task and quickly move from one assignment to another Willingness to work Monday
Friday and be included in Saturday shift rotation Capacity to display patience with technology-challenged members and staff Impeccable member service Display professionalism while being friendly and approachable Starting wage will be dependent upon multiple factors including skills and experience. Who We Are:
Team One Credit union is more than a workplace
we are a community united by our mission: Partnering with our members along their journey toward financial well-being by cultivating lifelong relationships. Team One Credit Union is dedicated to providing innovative solutions and personalized support, in pursuit of our vision: Empowering financial dreams anywhere
for ALL. Our core values guide us in everything we do
shaping our culture and driving our commitment to excellence. We are collaborative, accountable, honest, courageous, transparent, open-minded, and member-focused. Why Join Our Team:
Competitive salary and benefits package. Opportunity to make a significant impact on the growth and success of the institution. Collaborative and inclusive work environment. Team One Credit Union is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Team One Credit Union is seeking a full-time Member Solutions Specialist. This full-time position operates in a primarily hybrid-remote capacity after a period of in person training, with minimum once monthly onsite reporting to the closest local branch office. Key Responsibilities:
Demonstrate ability to explain dividend and interest rate concepts for deposit and loan products. Assisting members with banking needs via remote channels such as telephone, live chat, and Interactive Teller Machines Possess basic knowledge of lending products and underwriting principles, promoting Credit Union products and services via member education & referrals. Exhibit good understanding of IRAs and deferred compensation. Effectively determine members' financial needs, being proactive in recognizing and acting upon sales opportunities. Contribute to departmental compliance, ensuring consistency and accuracy by adhering to policies and procedures. Approve checking accounts and check cards when appropriate. Provide enhanced member technical support and device troubleshooting for member facing electronic services, including mobile and desktop platform support. Preferred Qualifications and Experience:
Credit Union/Banking background (preferred) Familiarity with CU/Banking core platform software and DocuSign systems (preferred) Work history which demonstrates knowledge of multiple Credit Union/Banking departments Proven record of being self-driven and successful while working independently Ability to multi-task and quickly move from one assignment to another Willingness to work Monday
Friday and be included in Saturday shift rotation Capacity to display patience with technology-challenged members and staff Impeccable member service Display professionalism while being friendly and approachable Starting wage will be dependent upon multiple factors including skills and experience. Who We Are:
Team One Credit union is more than a workplace
we are a community united by our mission: Partnering with our members along their journey toward financial well-being by cultivating lifelong relationships. Team One Credit Union is dedicated to providing innovative solutions and personalized support, in pursuit of our vision: Empowering financial dreams anywhere
for ALL. Our core values guide us in everything we do
shaping our culture and driving our commitment to excellence. We are collaborative, accountable, honest, courageous, transparent, open-minded, and member-focused. Why Join Our Team:
Competitive salary and benefits package. Opportunity to make a significant impact on the growth and success of the institution. Collaborative and inclusive work environment. Team One Credit Union is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.