Member Experience & Lending Specialist

BHFCU Insurance Services, LLC; Rapid City (SD); Ibrido; USD 34.000 - 56.000; Tempo pieno

Descrizione del lavoro

BHFCU in Rapid City, SD seeks a Member Experience Consultant to deliver outstanding teller, member services and lending support. You will guide members to ITMs, open accounts, process loans, notaries, and assist with online banking while maintaining accuracy and compliance.

You will stay informed on regulatory changes and use the ENGAGE model to educate members about BHFCU products, cross-sell when appropriate, and meet production goals in a collaborative team environment.

Competenze

• Knowledge of laws and regulations affecting teller, member service, and lending transactions.
• Knowledge of general ledger accounts pertinent to the department.
• Knowledge of the credit union's products and services.
• Knowledge of organization's policies/procedures and Credit Union's service philosophy.
• Knowledge of safety and security programs includes but not limited to information security, alarms, robberies, bomb threats and extortion.

Mansioni

• Welcome members to the Branch and guide them to the ITMs when appropriate.
• Provide education for using the ITMs.
• Responsible for performing teller transactions, when appropriate, to include but not limited to change orders and business deposits.
• Perform member service tasks on a daily basis to include but not limited to: opening new consumer memberships, new youth memberships, maintenance of all account types, credit card applications, assisting members with online banking support, instant issue and member select PIN requests, quick draw loans, wire transfers, notaries, ordering checks, address and phone number updates, opening certificates and sub share accounts, changing account types, funding both personal and auto loans, and closing memberships.
• Responsible for providing information and taking applications for a variety of consumer loans including auto and recreational vehicle loans, personal loans, credit cards, and secured loans following Credit Union procedures and policies.
• Remain current on changes within the legal, regulatory, economic, competitive, and technology environments that may affect the Teller, Member Services, and Lending functions.
• Responsible for obtaining clear title to collateral and dealing knowledgably with all title and CPI issues.
• Educate and inform members of all BHFCU products and services, and cross-sell when applicable, using the ENGAGE model.
• Make referrals when appropriate.
• Performance expectations to meet appropriate production goals.

Conoscenze

Customer service

Lending knowledge

Cash handling

Communication skills

Multiple monitors

Formazione

Member Experience Consultant I

Member Experience Consultant II

Member Experience Consultant III

Member Experience Consultant IV

Descrizione del lavoro

BHFCU in Rapid City, SD seeks a Member Experience Consultant to deliver outstanding teller, member services and lending support. You will guide members to ITMs, open accounts, process loans, notaries, and assist with online banking while maintaining accuracy and compliance.

You will stay informed on regulatory changes and use the ENGAGE model to educate members about BHFCU products, cross-sell when appropriate, and meet production goals in a collaborative team environment.