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Customer Engagement Specialist
2 months ago
ABOUT US:
TruStone Financial is a member-focused, full-service credit union dedicated to providing straightforward and competitive financial solutions that enhance our members' financial health.
Established by educators in 1939, TruStone Financial has evolved into the second-largest credit union in Minnesota, with over 550 team members serving more than 200,000 members across 23 locations in Minnesota and Wisconsin.
Our mission is to deliver outstanding financial experiences, and to achieve this, we seek exceptional individuals to join our team and assist us in our goal of engaging, educating, and inspiring our members towards lifelong financial success.
YOUR ROLE:
The Customer Engagement Specialist possesses comprehensive knowledge of all operational and technical aspects of the credit union, including its service offerings, benefits, and the regulations governing our members and their accounts.
This role is accountable for executing advanced functions and providing universal support for our members concerning departmental operations and financial services, effectively addressing and resolving all member inquiries, concerns, and issues.
The Customer Engagement Specialist is also expected to stay informed about evolving policies and procedures, and to be proficient in all functional areas of the credit union, providing leadership, training, and support—both technical and operational—to colleagues and other credit union personnel.
This position necessitates the exercise of independent judgment and decision-making skills while ensuring the protection of member information and maintaining professionalism in a dynamic environment.
YOUR QUALIFICATIONS:
Availability to work 40 hours per week, Monday through Friday, between the hours of 9:30 AM - 6:00 PM, with rotating Saturdays from 9:00 AM - 1:00 PM; non-exempt.
Additionally:
High School Diploma or equivalent.
1+ years of relevant experience in financial services or customer support is preferred.
Strong customer service and sales abilities.
Familiarity with computer systems, particularly MS Office, is preferred.
Proficiency in mathematics and keyboarding skills.
Excellent verbal and written communication capabilities.
Ability to work collaboratively as a dependable team member.
Capacity to work independently while demonstrating initiative and sound decision-making skills.
Ability to maintain a high level of professionalism under pressure.
General knowledge and experience with mobile devices (iPhones, iPads, Androids, tablets, etc.) and their operating systems.
Ability to deliver exceptional customer service, providing high-quality, professional support over the phone.
Compliance with all applicable regulations and standards.
Ability to successfully complete a pre-employment drug test and various background checks.
Consistent and reliable attendance is required.
OUR OFFERINGS:
Competitive compensation and incentive programs for all roles.
Health insurance options tailored to your needs - choose between a Traditional Health Plan or a Health Savings Plan.
Affordable dental and vision insurance coverage.Accrue 22 days of paid time off annually for full-time employees, with a proportional accrual for part-time employees - and, the longer your tenure, the more PTO you will earn.
10+ paid holidays each year.Up to 16 hours of paid time annually to volunteer for causes you care about.
401(k) plan with a 50% employer match on the first 6% you contribute - plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested, regardless of your contributions.
Eligibility for profit-sharing opportunities through contributions to your 401(k) account.Employer-sponsored Short Term and Long Term Disability benefits.
Employer-paid life insurance coverage up to 2.5 times your base salary, with options to purchase additional coverage for yourself, your spouse, and eligible dependents.
Reimbursement for educational expenses up to $5,250 per calendar year (including tuition, books, and activity fees).Opportunities for career development - including our STEP job shadow program, TruStone Academy certification courses, and more.
Exclusive employee discounts when you become a member of TruStone Financial.
Engaging employee activities, events, discounts, and numerous other benefits and perks.
TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities, and all Protected Classes.
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