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Branch Coverage Specialist
2 months 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 provide 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 responsible for handling escalated member requests and inquiries.
Key Responsibilities- Provide advanced problem-solving skills to negotiate an amicable outcome to the member while balancing risk and reward.
- Engage members and visitors authentically through asking fact and value-add questions, assessing their needs, and originating or referring appropriate product and service recommendations.
- Use internal tools to maintain complete records, track progress, and seek new opportunities for learning.
- Open new accounts, process loan applications and documents, and all other member service processes while continuing to uncover additional needs.
- Handle IRA's, Trust Accounts, and Business Accounts.
- Offer payment protection and explain debt cancellation options.
- Follow up with members to help them build wealth and deepen relationships.
- Serve as a role model of branch leadership and mentor, train, and inspire fellow team members.
- Act as a subject matter expert for new organizational initiatives.
- Assist in training of new systems and processes across the branch network.
- Participate in community involvement events.
- High school diploma or equivalent required.
- A minimum of two 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 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 vacation and sick leave, as well as paid holidays and volunteer time.
We are an equal opportunity employer and welcome applications from qualified candidates. If you are a motivated and customer-focused individual who is passionate about providing exceptional service, we encourage you to apply for this exciting opportunity.