Hybrid Member Solutions Specialist – Elevate Service

Elevations Credit Union; Broomfield (CO); Hybrid; USD 28,000 - 35,000; Full time

Benefits offered by this job

4 weeks PTO

12 holidays

Health insurance

401(k) match

Parental leave

Tuition reimbursement

Job summary

Elevations Credit Union in Colorado is seeking a Member Solutions Guide to assist members with account maintenance, transactions, products, online help and troubleshooting over the phone. The role emphasizes high-quality service, first-call resolution, and guidance on online self-service.

You will deliver the highest level of member service, promote new products, and ensure compliance with applicable laws. This hybrid position requires strong communication and prior banking or customer service

Qualifications

• High School diploma or equivalent GED.
• Minimum of one year in fast-paced customer service, sales, or banking experience
• Excellent written and verbal communication, to include written and verbal instructions
• Understanding of Apple, Android, PC and Mac systems
• Demonstrated adherence to Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act.

Responsibilities

• Exhibits passion for Elevations Credit Union and demonstrates Elevations’ core values, Integrity, Respect, Passion, Creativity, and Excellence.
• Demonstrates the PEAK’T service model while engaging with internal and external members, utilizing open ended questions to understand and identify appropriate solutions to their immediate or underlying needs.
• Demonstrates operational excellence through compliance of established policies, procedures, and processes.
• Has knowledge of products including but not limited to deposit accounts such as checking, savings, and CDs, etc. as well as loans- auto, personal, home, etc.
• Assists members with not only their existing products but identifying opportunities to educate them on online self-service capabilities and/or new products.
• Performs a variety of support and off phone tasks including but not limited to member survey follow up, service events, and online compliance courses.

Skills

Excellent written and verbal沟通

Education

High School diploma or equivalent GED

Job description

Elevations Credit Union in Colorado is seeking a Member Solutions Guide to assist members with account maintenance, transactions, products, online help and troubleshooting over the phone. The role emphasizes high-quality service, first-call resolution, and guidance on online self-service.

You will deliver the highest level of member service, promote new products, and ensure compliance with applicable laws. This hybrid position requires strong communication and prior banking or customer service