Digital Banking Specialist
6 days ago
We are seeking a highly skilled and motivated Financial Services Advisor to join our team at Insight Credit Union. As a key member of our Virtual Services Department, you will play a critical role in providing exceptional service to our members through various digital channels.
Key Responsibilities- Member Service: Deliver exceptional member service by ensuring timely response to member requests via our omni-channel environment. Assist with initiating and completing new memberships, account maintenance, and consumer loans via Video Banking channel.
- Loan Production: Consistently produce a high volume of sales production through referring, closing, and funding of loan products and services. Seek opportunities to improve the member's financial lives by offering loan products that will benefit the member.
- Knowledge and Skills: Maintain thorough and current knowledge of the credit union's lending and deposit account promotions, approval and fulfillment criteria, guidelines, procedures, and policies to provide members with accurate information.
- Collaboration and Communication: Work with Virtual Services Processor to prepare approved loans for closing via DocuSign or signature pad technology ensuring a smooth end-to-end process. May coordinate with branch employees as needed to complete processes in branch.
- Experience: Three years to five years of similar or related experience.
- Education: A high school education or GED.
- Interpersonal Skills: Excellent customer service skills, ability to interact with all levels of management, employees, peers, and members.
- Other Skills: Strong verbal and written skills, knowledge of basic mathematics, ability to prioritize and organize job tasks, and ability to perform multiple tasks simultaneously.
Insight Credit Union is an Equal Opportunity Employer committed to providing a diverse and inclusive work environment. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.
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