Numerica Credit Union · 19 hours ago
Member Solutions 1 or 2 (Call Center) - Bilingual Preferred
Spokane Valley,WA,US
Full-time
Onsite
New Grad, Entry, Mid Level
$20/hr - $26.93/hr
0+ years expNumerica Credit Union is dedicated to enhancing lives and fulfilling dreams, and they are hiring for the Member Solutions 1 or 2 position. This role involves processing member transactions through digital channels while addressing financial needs and deepening member relationships.
BankingCreditFinancial Services
Responsibilities
Answers inquiries from members regarding, including but not limited to, loan and deposit services; credit, debit and ATM cards; account information, transfer requests, withdrawals, stop payments, check supplies, issuing checks, or other negotiable instruments; or any other member request concerning products and services of the credit union
Responding and transacting to members’ inquiries regarding the operation of accounts, access to services, account usage charges, interest rates on savings and loan products, resolving account discrepancies, and assisting members to make the most effective use of services offered by the credit union. Explaining available financial services, such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit
Ask members appropriate open-ended questions to understand their financial needs. Make applicable recommendations and/or referrals to business partner specialists to aid in members achieving their financial goals
Ability to learn, use, understand, and promote all credit union digital delivery channels
Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally - with warmth, courtesy, and respect, and making a personal effort to make members feel they belong and are important to the credit union
Maintains knowledge and adheres to all BSA regulations and compliance standards on internal and external policies
Effectively incorporates CARES Principles in daily behaviors and interactions: Connect – Create a welcoming, energized, and warm environment Ask – Discover and confirm others’ needs to ensure they feel understood and known Resolve – Take personal and full responsibility for meeting others’ needs Elevate – Commit to long-term personal and organizational growth and improvement Strengthen – Invest in our Numerica community and beyond
Answers advanced inquiries from members, utilizing a variety of media, regarding loan and deposit services; credit, debit and ATM cards; account information, transfer requests, withdrawals, stop payments, check supplies; or any other member request concerning products and services of the credit union
Processes a variety of financial transaction for member including opening and closing certain accounts, issuing checks, issuing certificates, drafts and other negotiable instruments
Responding and transacting to members’ inquiries regarding the operation of accounts, access to services, account usage charges, interest rates on savings and loan products, resolving account discrepancies, and assisting members to make the most effective use of services offered by the credit union. Explaining available financial services, such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit
Ask members appropriate open-ended questions to understand their financial needs. Make applicable recommendations and/or referrals to business partner specialists to aid in members achieving their financial goals
Responds to advanced level inquiries and troubleshooting on card products, Card Platform access and expert knowledge of card systems will be required to assist members at this level
Ability to learn, use, understand, and promote all credit union digital delivery channels
Acts as resource for solutions and answers to Department staff questions and takes escalated Member calls through additional support queues. Exhibits proven ability to aid escalated members and answer department specific employee questions through CARES principles, knowledge application, and troubleshooting ability
Proven ability and aptitude to navigate complex member interactions, troubleshoot operating systems, and complete complex transactions
Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally - with warmth, courtesy, and respect, and making a personal effort to make members feel they belong and are important to the credit union
Maintains knowledge and adheres to all BSA regulations and compliance standards on internal and external policies
Effectively incorporates CARES Principles in daily behaviors and interactions: Connect – Create a welcoming, energized, and warm environment Ask – Discover and confirm others’ needs to ensure they feel understood and known Resolve – Take personal and full responsibility for meeting others’ needs Elevate – Commit to long-term personal and organizational growth and improvement Strengthen – Invest in our Numerica community and beyond
Qualification
Required
High school diploma or general education degree (GED); plus minimum of 6 months year related experience and/or training as a teller/service representative, customer service with cash handling
Ability to operate general office machines and equipment such as photocopier, fax, computer, and currency and coin counter
Ability to lift up to 25lbs
Must be able to sit or stand for extended periods
Courtesy, tact, and diplomacy are essential elements of the job
Must fully understand credit union products and services and be able to assist members to use these products and services
Cooperative and positive attitude toward members and credit union staff
Professional appearance and demeanor
Maintains knowledge and adheres to all BSA regulations and compliance standards on internal and external policies
Preferred
Relevant training in a credit union, bank or other financial institution
Bilingual - Spanish
Previous financial institution contact center experience
Company
Numerica Credit Union
Numerica Credit Union distributes financial products and services such as business products and mortgages.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Carla Cicero
President/CEO
Ben Richardson
Chief Financial Officer
Recent News
2024-02-10
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