Member Solutions Specialist
Company: Rivermark Community Credit Union
Posted on: January 23, 2023
Rivermark offers 100% employer paid medical/dental and optional
vision insurance for employees. We also offer a 401(k) retirement
savings plan. Our new employees enjoy three weeks accrued PTO
annually, ten paid holidays, two floating holidays, and three paid
volunteer days. Summary Engages members and educates them about
Rivermarks products and services. Provides service and support to
members by handling requests that are sometimes routine in nature.
Seeks out opportunities to provide members with new or
underutilized products and services. Primary Duties &
Responsibilities 1. Provides exceptional member service including
making eye contact, welcoming and greeting members and
demonstrating willingness and interest to help by body language and
a friendly tone of voice. 2. Monitors lobby traffic to ensure
members are being helped in a timely and welcoming manner. 3.
Consistently establish rapport, explain solutions, define needs and
recommend action during each member interaction. 4. Processes loan
requests from all channels. Interviews for additional loan options,
complies with loan policies and procedures, prepares documents and
books loans. Actively cross-sells Credit Union products and
services throughout the loan process. 5. Completes onboarding
activities for all new members and/or loans. 6. Takes ownership of
every interaction whether it requires a call back, extended
research or assistance from other teams until complete. 7. Assists
members using the Personal Teller Kiosks (PTKs). Educates members
to make them comfortable and competent using the interactive
technology. 8. Possesses override capabilities and increased
transaction limits. 9. Assists members with online banking issues
and offers other technical assistance regarding electronic devices.
Resets passwords, challenge questions and PINs for members
according to procedures. 10. Balances daily transactions and
verifies cash totals. Investigates and resolves out-of-balance
conditions. 11. Acts as a leader in sales, product knowledge,
member solutions and work ethic. 12. Actively participates in
personal performance coaching sessions with management team. 13.
Follows the Credit Unions written policies and procedures to ensure
compliance with all required regulations and to prevent fraud and
losses. 14. Monitors and replenishes branch supplies as requested.
15. Continuously improves individual level of competency through
training and development via established educational programs. 16.
Skillfully handles and resolves difficult member situations for
member satisfaction within appropriate guidelines and procedures.
Enlists management in successful member resolution, if necessary.
17. Ability to make follow-up calls or emails to members regarding
promotions, products and services. 18. Responds to member
documentation requests as requested. 19. Seeks ways to streamline
work processes and continuously improve the Credit Union. Rivermark
is a proud EEO employer. We welcome applicants of all backgrounds
including minority and underserved populations. We celebrate and
value diversity in the workplace.
Keywords: Rivermark Community Credit Union, Beaverton , Member Solutions Specialist, Other , Beaverton, Oregon
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