[Hiring] Member Relationship Specialist @Yolo Federal Credit Union

Role Description

We are currently hiring for a Member Relationship Specialist (Virtual Teller) (33.5 hours per week) to serve our members through various digital channels in our Member Service Center. If you have strong communication skills and have a passion for serving others, then we may be a good fit for each other. Learn more about this position below:

• Provides assistance via the Active Teller platform (video), e-mail, and secure online messaging.
• Demonstrates effective problem resolution skills and the ability to handle escalated scenarios.
• Perform online/mobile banking troubleshooting, bill payment, and other related research.
• Perform routine clerical support task functions including but not limited to creating loan and membership records, filing, stuffing envelopes, verifying, and processing address or email change requests.
• Identify opportunities to enhance the member relationship by offering products and services that are beneficial to the member’s financial needs.
• Maintain current knowledge of all Credit Union products and services, as well as policies and procedures.
• Accurately process account requests, new membership applications, and consumer loan applications.
• Prior credit union/financial institution and/or prior call center experience preferred.

Qualifications

• High school diploma or general education degree (GED) required.
• Some college or technical school experience preferred.
• A minimum of one year of experience working in a credit union or financial institution with direct contact with customers desired.
• Previous experience working in an in-bound call center environment desired.
• Ability to read and interpret documents such as operating policies and procedure manuals.
• Ability to comprehend instructions, correspondence, and memos.
• Ability to write basic correspondence and reports as well as effectively present information in one-on-one and small group situations to the public, members, and other employees.
• Ability to effectively count currency and negotiable instruments and calculate figures and amounts such as discounts, interest, and percentages.
• Ability to apply concepts of basic algebra.

Requirements

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this job, the employee is frequently required to stand; walk; sit; type; reach with hands and arms; and talk or hear.
• The employee must occasionally lift and/or move up to 50 pounds.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.