Branch Coverage Specialist
4 weeks ago
Job Summary
We are seeking a highly skilled Branch Coverage Specialist to join our team at Northwest Community Credit Union. As a Branch Coverage Specialist, you will provide exceptional customer service while assisting new and existing members. You will travel to multiple branch locations to fill critical staffing needs, requiring flexibility during open hours of all branches in the region.
Key Responsibilities
- Handles escalated member requests and inquiries, using 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.
Requirements
- 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 and Notary Certified.
Benefits
This position is eligible for coverage under the credit union's group welfare benefits program, including medical, dental, vision, and life insurance coverage. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision, and life insurance coverage. Coverage covered at 100% by the credit union includes Basic Life/Accidental Death & Dismemberment (AD&D) Insurance, Long-Term Disability, and Travel Accident Coverage.
Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.
EEO Statement
We are an equal opportunity employer. All qualified applicants will receive consideration for employment 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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