Floating Operations Specialist (Branch Role)
Company: Rivermark Community Credit Union
Location: Beaverton
Posted on: March 14, 2023
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Job Description:
This role requires the ability to "float" between multiple
branch locations as needed.
A $1.00 per hour differential for travel is offered
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*
* Supports the Credit Union by working at various locations and
performing the duties of a Teller, Account Officer, Member
Solutions Specialist, Virtual MSR and/or Interactive Solutions
Specialist. Reports to location assigned by Floating Operations
Manager when floating support is not required.
* 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.
* Monitors lobby traffic to ensure members are being helped in a
timely and welcoming manner.
* Consistently establishes rapport, explain solutions, define needs
and recommend action during each member interaction.
* Assists members with financial transactions in an efficient,
confidential and professional manner, including, but not limited to
deposits, withdrawals, transfers, member account maintenance,
account holds and opening certificates and savings accounts.
* Processes loan requests from all channels. Interviews for
additional loan options, complies with loan policies and procedures
and utilizes loan processors for documents and funding loans.
Actively cross-sells Credit Union products and services throughout
the loan process.
* Completes onboarding activities for all new members and/or
loans.
* Takes complete ownership of every interaction whether it requires
a call back, extended research or assistance from other teams until
complete.
* Assists members using the Personal Teller Kiosks (PTKs). Educates
members to make them comfortable and competent using the
interactive technology. Assumes responsibility for the efficient,
accurate, confidential and professional performance of teller
functions processed via the PTKs.
* Possesses override capabilities and increased transaction
limits.
* 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.
* Observes all operations processes and procedures and provides
feedback to the Floating Operations Manager regarding possible
efficiencies and/or inconsistencies.
* Balances daily transactions and verifies cash totals.
Investigates and resolves out-of-balance conditions. Balances
member interactions via multiple PTKs.
* Acts as a leader in sales, product knowledge, member solutions
and work ethic.
* Actively participates in personal performance coaching sessions
with management team.
* Follows the Credit Unions written policies and procedures to
ensure compliance with all required regulations and to prevent
fraud and losses.
* Continuously improves individual level of competency through
training and development via established educational programs.
* Skillfully handles and resolves difficult member situations for
member satisfaction within appropriate guidelines and procedures.
Enlists management in successful member resolution, if
necessary.
* Makes follow-up calls or emails to members regarding promotions,
products and services.
* Responds to member documentation requests as requested.
* Seeks ways to streamline work processes and continuously improve
the Credit Union.
*
Supervisory Responsibility*
This position has no direct supervisory responsibility.
*Interpersonal Contacts*
Continuous contact with members. Frequent contact with
employees.
*Travel*
Frequent local and out-of-area travel, when required to provide
staffing assistance to various locations.
*_
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._*
*Education/Experience*
High school diploma or equivalent. Minimum one-year financial
institution experience in sales or minimum two years retail sales
experience in a goal-driven environment. Consumer lending
experience a plus.
*Requirements Skills, Job Knowledge & Abilities*
* Exceptional customer service skills, including tact and
diplomacy, plus a desire to accommodate the needs of others.
Ability to exhibit an inherent ease with others.
* Advanced knowledge of all Credit Union products and services and
related legal and regulatory requirements. Extensive knowledge of
the documents and forms required to complete consumer loans, IRAs,
business and trust accounts, plastic cards, online banking and bill
payment transactions.
* Willingness to be flexible regarding assigned work schedule in
order to meet the needs of the Credit Union.
* Ability to multi-task and work seamlessly and efficiently across
several different platforms simultaneously.
* Proficiency with Microsoft Office software, data entry, ten-key
calculator and math skills.
* Ability to use judgment and discretion when handling confidential
member account information.
* Strong organizational and time management skills. Proven ability
to follow through on tasks with accuracy and pay close attention to
detail.
* Ability to handle processes, product and work flow changes
productively.
* Working knowledge of acceptable negotiable items and member
identification.
* Excellent communication skills. Ability to build relationships
with members through all channels. Ability to effectively
communicate one-on-one and in a group setting. Ability to remain
calm when helping difficult and/or irate members.
* Exceptional member service and sales skills in order to meet our
members financial needs and make contributions toward the
achievement of Credit Union goals.
* Ability to proficiently explain remote delivery channels and
options with members.
* Must be comfortable appearing on camera.
* Ability to keep work space organized and tidy.
* Comfortable being evaluated against performance standards.
* Research and problem-solving skills in order to identify and
resolve issues.
* Ability to maintain and project the Credit Unions professional
reputation.
*_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._*
Job Type: Full-time
Pay: $22.56 - $31.02 per hour
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Schedule:
* 8 hour shift
* Day shift
* Weekend availability%32075117% %%admin%%
Keywords: Rivermark Community Credit Union, Beaverton , Floating Operations Specialist (Branch Role), Other , Beaverton, Oregon
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