Digital Branch Specialist

Apple Growth Partners; Raleigh (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Digital Branch Specialist to enhance member experiences through effective communication and relationship building. This role involves assisting members with account services, promoting financial products, and ensuring a collaborative environment within the Member Experience Center. The ideal candidate will thrive in a dynamic workplace, demonstrating integrity and a commitment to excellence. With opportunities for professional growth, this position is perfect for someone passionate about making a positive impact in the community while achieving personal success.

Qualifications

• 1-3 years of member servicing experience or relevant Bachelor's degree.
• Excellent communication skills and teamwork are essential.

Responsibilities

• Respond to member inquiries via various channels promptly.
• Assist with account openings and recommend products.

Skills

Member Service Experience

Communication Skills

Teamwork

Time Management

Problem-Solving

Education

Bachelor's Degree in Business

Bachelor's Degree in Finance

Tools

PC

Online Banking Platforms

Standard Office Equipment

Job description

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Description:

Our organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and wellbeing of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins.

About the Position

The primary functions of this role are to communicate with members and potential members, drive brand awareness, build relationships internally and externally that result in member retention and growth, provide a world-class experience by clearly and effectively communicating products and services, and accurately handle all member-related transactions. The Digital Branch Specialist is responsible for establishing a collaborative environment within the Member Experience Center that leverages technology to best discover and address member needs, products, and services.

Normal Day-to-Day Work

1. Promptly respond to communication and inquiries from members and potential members via various communication channels (including but not limited to: phone, web chat, text message, and video conference).
2. Assist with remote opening of deposit and loan accounts by ensuring all information is received timely and accurately processed.
3. Identify, recommend, and cross-sell appropriate products and services to new, existing, and potential members. Promote Credit Union products and services while delivering high-quality service with accuracy.
4. Explain loan programs to members, evaluate their needs, and recommend loan options.
5. Provide quality service to members, potential members, and the community while achieving established qualitative and quantitative service level metrics.
6. Complete member and loan applications and escalate to the lending department as necessary.
7. Demonstrate continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively within the team.
8. Use tact and experience-based knowledge to resolve member issues and concerns by explaining policies and products while representing the Credit Union professionally.
9. Stay abreast of all member service policies and procedures, ensuring quality and compliance on all member-facing interactions.
10. Take ownership for actions, decisions, and results; openly accept feedback and demonstrate willingness and ability to improve.

Job Qualifications

Here are the qualifications you MUST have to be qualified for this position:

1. Minimum 1 – 3 years of member servicing experience, or a Bachelor's degree in Business, Finance, Lending, or relevant area.
2. Must be team-oriented, results-driven, and self-motivated.
3. Must be able to manage multiple priorities and accounts in a fluid environment while maintaining accuracy.
4. Must be able to work onsite at Credit Union headquarters.
5. Must be able to work 8-hour shifts within core hours (8:00am – 6:00pm), including occasional weekends and holidays.
6. Ability to function in a business office environment and utilize standard office equipment including PC, copier, telephone, etc.
7. Ability to lift a minimum of 25 lbs. (file boxes, printers).
8. Travel required occasionally.

Here are additional qualifications we'd LIKE for you to have:

1. Four-year degree from an accredited college/university.
2. Call center experience.
3. Knowledge of financial products and services, mobile and online banking a plus.
4. Experience using online banking services preferred.
5. Comfortable using various technology platforms.
6. Excellent communication skills in verbal, written, and interpersonal interactions.

Contact Us

If you have questions about this position, please contact HR at:

Human Resources
3600 Wake Forest Rd, Raleigh, NC 27609
[e-mail]