Branch Coverage Specialist
1 month ago
We are seeking a highly skilled Branch Coverage Specialist to join our team at Northwest Community Credit Union. As a key member of our team, you will be responsible for providing exceptional customer service while assisting new and existing members. This role requires flexibility during open hours of all branches in the region, and you will be required to travel to multiple branch locations to fill critical staffing needs.
Key Responsibilities- Handles escalated member requests and inquiries, utilizing advanced problem-solving skills to negotiate an amicable outcome while balancing risk and reward.
- Engages members and visitors authentically through asking fact and value-add questions, assessing their needs, and originating or referring appropriate product and service recommendations.
- Uses internal tools to maintain complete records, track progress, and seek new opportunities for learning.
- Opens new accounts, processes loan applications and documents, and all other member service processes while continuing to uncover additional needs.
- Handles IRA's, Trust Accounts, and Business Accounts.
- Offers payment protection and is well-versed in explaining debt cancellation options.
- Follows up with members to help them build wealth and deepen relationships.
- Serves as a role model of branch leadership, mentoring, training, and inspiring fellow team members.
- Acts as a subject matter expert for new organizational initiatives.
- Assists in training of new systems/processes across branch network.
- Participates in community involvement events.
- High school diploma or equivalent required.
- A minimum of two (2) years' experience in a related field, including exposure to sales, service, cash handling, consumer loans, residential, business services, and operations in a credit union or other financial institution.
- Demonstrated ability to build strong relationships with members to identify member needs and cross-sell products and services.
- Must be fully proficient in all credit union systems and applicable hardware.
- Must be able to be NMLS (Nationwide Multistate Licensing System) and Notary Certified.
This position is eligible for coverage under the credit union's group welfare benefits program, which includes medical, dental, vision, and life insurance coverage. Employees also have access to flexible spending accounts, dependent care accounts, and health savings accounts.
Full-time regular employees accrue 8 hours of vacation and 8 hours of sick leave on a monthly basis, as well as 11 paid holidays, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.
We are an equal opportunity employer and welcome applications from qualified candidates without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
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