Member Relationship Specialist (Digital Banker)

Yolo Federal Credit Union; Woodland (CA); On-site; USD 42,000 - 52,000; Full time

Job summary

Yolo Federal Credit Union is hiring a Member Relationship Specialist (Digital Banker) in Woodland, CA. This role handles financial transactions by phone, email, and secure messaging, and supports members through digital channels in the Member Service Center.

The role emphasizes strong communication, knowledge of credit union products, and ability to resolve issues. Requires a GED or higher and at least one year of credit union or customer-facing experience.

Qualifications

• High school diploma or GED required.
• Some college or technical school experience preferred.
• A minimum of one year of experience working in a credit union or financial institution with direct contact with customers desired.
• Previous experience working in an in-bound call center environment desired.

Responsibilities

• Provide assistance and process a variety of financial transactions by phone, e-mail, and secure online messaging.
• Operate a cordless switchboard to answer and relay calls to the proper extension or department.
• Identify opportunities to enhance the member relationship by offering products and services that meet the member’s financial needs.
• Maintain knowledge of Credit Union products and services, policies and procedures.
• Demonstrate problem resolution skills and handle escalated scenarios.
• Perform online/mobile banking troubleshooting, bill payment, and related research.
• Perform routine clerical tasks including creating records, filing, addressing changes, and processing requests.
• Process account requests, new memberships, and consumer loan applications.

Skills

Communication skills

Customer service

Phone handling

Education

High school diploma or GED

Some college or technical school

Job description

We are currently hiring for a Member Relationship Specialist (Digital Banker) (33.5 hours per week - up to 40 hours per week) to serve our members through various digital channels in our Member Service Center. If you have strong communication skills and have a passion for serving others, then we may be a good fit for each other. Learn more about this position below:

Essential Duties and Responsibilities include:

• Provide assistance and process a variety of financial transactions by phone, e-mail, and secure online messaging.
• Operate a cordless switchboard in order to answer and/or relay incoming calls or outgoing calls to the proper extension or department.
• Identify opportunities to enhance the member relationship by offering products and services that are beneficial to the member’s financial needs.
• Maintain current knowledge of all Credit Union products and services, as well as policies and procedures.
• Demonstrate effective problem resolution skills and the ability to handle escalated scenarios.
• Perform online/mobile banking troubleshooting, bill payment, and other related research.
• Perform routine clerical support task functions including but not limited to creating loan and membership records, filing, stuffing envelopes, verifying, and processing address or email change requests.
• Accurately process account requests, new membership applications, and consumer loan applications.

Prior credit union/financial institution and/or prior call center experience preferred.

Requirements:

QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:
High school diploma or general education degree (GED) required. Some college or technical school experience preferred. A minimum of one year of experience working in a credit union or financial institution with direct contact with customers desired. Previous experience working in an in-bound call center environment desired.

LANGUAGE SKILLS:
Ability to read and interpret documents such as operating policies and procedure manuals. Ability to comprehend instructions, correspondence, and memos. Ability to write basic correspondence and reports as well as effectively present information in one-on-one and small group situations to the public, members, and other employees.

MATHEMATICAL SKILLS:
Ability to effectively count currency and negotiable instruments and calculate figures and amounts such as discounts, interest, and percentages. Ability to apply concepts of basic algebra.

PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; type; reach with hands and arms; and talk or hear. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.