Financial Solutions & Member Experience Specialist

CoastHills; Santa Maria (CA); Hybrid; USD 33,000 - 34,000; Full time

Job summary

CoastHills in Santa Maria, CA is seeking a Financial Solutions Specialist to perform member transactions, resolve complex issues, and promote CoastHills products and services. Under the supervision of the Financial Solutions Manager, you will handle inquiries via phone, email, in person, or digital channels.

This full-time, non-exempt role requires one year of customer service or cash handling experience. You will open and close accounts, process wire requests, assist with new memberships, and

Qualifications

• One year of customer service and/or cash handling experience in a retail or banking environment.
• Knowledge of consumer and real estate loans, including processing and funding.
• Successful completion of Member Services Officers 2 and 3 certifications prior to beginning in position.
• Knowledge of Credit Union products and services highly desirable.

Responsibilities

• Opens and closes IRAs, trust, special accounts and additional shares, and perform transactions on such accounts.
• Assists with the onboarding of new membership and promotes credit union products and services to enhance member relationships.
• Responds to members through digital communication channels, ensuring timely response and that accurate information is provided.
• Performs a variety of duties related to death claims.
• Processes all wire transfer requests received via phone, email, fax, or digital platforms.
• Performs advanced problem resolution and account adjustments.
• Process members check order requests.
• Responds to member problems and requests, when necessary; assist with completion of forms and documents.
• Resolves complex member complaints, transactions and errors.
• Performs quality control of branch documents to ensure compliance and minimal audit exceptions.
• Assists in completing forms and documents.
• Resolves errors, member problems and/or complaints in a timely manner.
• Process all foreign currency requests received from branches and members with CXI access.
• Assists members with digital banking resets in Support Dashboard.
• Assists members with ECM requests processed through SWBC.
• Monitors and assigns LSI tickets in LSI Service Link website.
• Assists members with Web Bill Pay in Partner care Program.
• Responds to member correspondence through CU Email groups.
• Performs Contact Center Specialists essential functions as needed.
• Acts as a backup to the Financial Solutions Administrator.
• Acts as a backup to Call Center email groups, including Member Service, INFO and ECM.
• Regularly attends and participates in in-house training.
• Performs duties as assigned by management and may be assigned to work at any location.

Skills

Customer service

Cash handling

Job description

CoastHills in Santa Maria, CA is seeking a Financial Solutions Specialist to perform member transactions, resolve complex issues, and promote CoastHills products and services. Under the supervision of the Financial Solutions Manager, you will handle inquiries via phone, email, in person, or digital channels.

This full-time, non-exempt role requires one year of customer service or cash handling experience. You will open and close accounts, process wire requests, assist with new memberships, and