Online Branch Processor

Blaze Credit Union; Saint Paul (MN); On-site; USD 72,208,000 - 84,530,000; Full time

Benefits offered by this job

Competitive wages

Career growth opportunities

401K and benefits

Job summary

Blaze Credit Union in Saint Paul, MN, seeks a customer-focused associate to manage online branch applications, guiding Members through the full account opening process from submission to completion. You will review credit information, propose Blaze products, and act as the primary contact to build relationships while delivering excellent service.

Responsibilities include using the online queue to meet growth objectives, cross-selling appropriate products, and maintaining accurate documentation

Qualifications

• Minimum High School degree or equivalent required.
• 1–2 years of customer service experience in a credit union or similar setting preferred.
• Ability to explain features and benefits and close sales opportunities.
• Typing and basic computer skills required.

Responsibilities

• Use the Online Branch queue to recommend and sell Blaze products and services.
• Identify members' needs and meet sales goals for accounts, loans, and referrals.
• Process new account applications online and maintain timely follow-up on leads.
• Support branch operations and ensure accurate documentation per guidelines.

Skills

Sales

Typing

Computer skills

Customer service

Education

High School diploma or equivalent

Tools

Calculator

Job description

Role

This position is responsible for creating a member-centric experience for Members who apply via the Online Branch queue to advance Blaze growth objectives while exemplifying superior member service and building positive member relationships. This position is responsible for handling internet applications from the branch online queue of Members wanting to apply to open an account. This position will be the main point of contact for the Member throughout the entire application process.

This position will review the credit report for the possibility to not only fulfill the member’s initial request but enhance the members’ experience by suggesting other products that Blaze offers that could save them time, money, offer protection and create convenience. In addition, this position will act as a resource to both the branch staff and members by displaying knowledge and expertise in the financial services field.

Job Type: Full-time, on-site at our Administrative office in St Paul, MN

Major Duties and Responsibilities

• Using the Online Branch Service queue to recommend and sell Blaze products and services to ensure that the member’s financial needs and Blaze’s growth objectives are met.
• This includes identifying members’ financial needs and marketing appropriate Blaze products and services; consistently meeting or exceeding sales goals for accounts, loans, and partner referrals as set by management utilizing need-based sales and service skills, overseeing executing new account application process through the online branch queue.
• Using this interaction to further the relationship to include consumer loan process and following approved guidelines, maintaining knowledge of products and services, and following up on all service and sales leads in a timely basis (outbound calls and correspondence).
• Perform other duties to support effective branch operations; assist with Blaze Operational Excellence.
• This includes following Credit Union banking guidelines and efficiently processing all transactions.
• Ensuring policies and procedures are followed and accuracy of documentation to manage risk and reduce losses and maintain confidentiality of Credit Union and member records.

Other Duties

• Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
• Exhibit Blaze’s Core Value’s: Better Lives, Thoughtfully Compassionate, Minnesota’s Best, and Give Back
• Regular and predictable attendance
• Perform other duties as assigned to support effective department operation

Requirements

Experience/Education/Certifications/Licenses

• Minimum High School degree or equivalent
• Minimum 1 to 2 years customer service or credit union experience

Demonstrated Knowledge

Skill of:

• Selling, including the ability to identify members' needs, to explain features and benefits of Blaze services, and to close sales opportunities
• Typing

Ability to:

• Use a computer keyboard and calculator
• Learn to use various office equipment
• Be coached and meet sales and service expectations

Communication Skills

Ability to interact/respond to members/staff politely based on a general ‘script’; written communications are templated

Physical Requirements

Ability to sit an stand; answer calls; operate computer; interact with internal staff and public on the phone; travel to designated offices; lift up to 20 lbs

Who Are You

• You are enthusiastic and passionate about helping others
• You enjoy learning and want a career…not just a paycheck
• You understand financial products and services or are interested in learning about them
• You are comfortable having conversations and making recommendations
• You seek new ways to serve others in your community
• You work well with others, even when things don’t go as planned
• You embrace change and a fast pace
• You are organized and can multi-task
• You have a minimum High School degree or GED (required)
• You have a minimum of one year customer service experience
• You have a minimum of one year cash handling experience
• Previous financial service experience a plus

What’s in it for You

• Competitive WAGES
• Opportunity to GROW by receiving constructive guidance and mentorship
• Development opportunities through CAREER pathway in branches
• Participation in GIVE BACK to our communities through volunteering, community events, and companywide campaigns
• Great BENEFITS include affordable healthcare ($20 per check), up to 6% 401K contribution, tuition reimbursement and generous PTO

Diversity creates a healthier atmosphere, and we encourage diverse applicant depth and breadth. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

We are committed to providing salary ranges for all open positions. Please note that the specific compensation for this role will be determined based on your experience, qualifications, location, and internal equity considerations. The salary range for this position is: $25.20 -$29.50/hour. This range reflects the base salary for this position. We have other benefits associated with this position which include: low-cost medical (as low as $20 a paycheck), dental insurance, vision insurance, quarterly bonuses, generous vacation and sick time hours, paid leave options, up to 6% 401k contribution, and tuition reimbursement.