Financial Solutions Specialist

Coasthills Federal Credit Union; Santa Maria (CA); On-site; USD 33,000 - 36,000; Full time

Job summary

CoastHills Federal Credit Union in Santa Maria, CA is seeking a Financial Solutions Specialist to handle member transactions, resolve inquiries, and promote credit union products. This full-time, non-exempt role emphasizes responsiveness across phone, email, in person, and digital channels.

The position requires at least one year of customer service or cash handling experience in retail or banking, with opportunities to onboard new members and support diverse financial services.

Qualifications

• One year of customer service and/or cash handling experience in a retail or banking environment.
• Ability to learn core competencies within six months of hire.
• Knowledge of member services and credit union products is desirable.

Responsibilities

• Process requests to close business membership accounts and manage related transactions.
• Open/close IRAs, trust accounts, and other shares; perform account transactions.
• Assist with onboarding of new members and promote credit union products to strengthen member relationships.
• Respond to member inquiries via phone, email, in person, and digital channels with timely, accurate information.
• Resolve complex member issues and errors; perform quality control of branch documents for compliance.

Skills

Customer service

Cash handling

Communication

Multitasking

Education

One year of customer service/cash handling experience

Tools

Office equipment

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Financial Solutions Specialist

Full-Time Non-Exempt Regular Santa Maria, CA, US

Salary Range: $24.00 To $24.50 Hourly

SUMMARY

Under the direction of the Financial Solutions Manager, the Financial Solutions Specialist performs a variety of member transactions and performs advanced problem resolutions. Provides a high level of responsiveness to member inquiries by phone, email, in person, or digital platforms. Promotes and maintains a positive image of CoastHills.

ESSENTIAL FUNCTIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.

• Processes request to close business membership accounts.
• 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.
• Builds relationships with new membership using the New Account Follow Up model.
• 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.

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and Experience

One year of customer service and/or cash handling experience in a retail or banking environment.

Certificates, Licenses and Registrations

None.

Knowledge

• Successful completion of core competencies certification within six months of hire.
• 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.

Other Skills and Abilities

• Operates a variety of office equipment and machines.
• Ability to travel, attend, and participate in training and meetings at various locations.

AFFIRMATIVE ACTION/EEO STATEMENT:

CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.

For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.