Branch Coverage Specialist (WA)

Northwest Credit Union Association • Washington, DC, United States • $200k - $250k / year • 2w ago

Location:
Office/workspace location will depend on the employee’s location. The role will cover the branches and areas throughout Washington/Oregon. Travel is required.

Status:
Full-Time Regular, Non-Exempt

Pay Range:
The full pay range is $21.37 – $32.05 per hour (dependent upon knowledge, skills, and abilities)

We provide an additional $2.00 per hour bilingual differential for those employees who are able to support our members’ financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.

Applicants are encouraged to apply by October 4th, 2024 at 5:00 PM PST.

We are seeking a Full-time Branch Coverage Specialist to join our team! This position provides exceptional customer service while assisting new and existing members. Travels to multiple branch locations to fill critical staffing needs which requires flexibility during open hours of all branches in the region. Reports to designated home branch when not providing coverage in another branch location.

Visa sponsorship not available.

Contact us at 800.258.3115 with any questions or request for accommodation.

Responsibilities:

Handles escalated member requests and inquiries. Uses advanced problem-solving skills to negotiate an amicable outcome to the member while balancing risk and reward.
Engages members and visitors authentically through asking fact and value add questions, assessing their needs, and originating or referring appropriate product and service recommendations.
Uses internal tools to maintain complete records, track progress and seek new opportunities for learning.
Opens new accounts, processes loan applications and documents, and all other member service processes while continuing to uncover additional needs.
Handles IRA’s, Trust Accounts, and Business Accounts.
Offers payment protection and is well versed in explaining debt cancellation options.
Follows up with members to help them build wealth and deepen relationships.
Serves as a role model of branch leadership, and can mentor, train and inspire fellow team members.
Acts as a subject matter expert for new organizational initiatives.
Assists in training of new systems/processes across branch network.
Participates in community involvement events.
All other duties as assigned.

Education and Experience Required:

High school diploma or equivalent required.
A minimum of two (2) years’ experience in a related field, including exposure to sales, service, cash handling, consumer loans, residential, business services, and operations in a credit union or other financial institution.
Demonstrated ability to build strong relationships with members to identify member needs and cross-sell products and services. Must be fully proficient in all credit union systems and applicable hardware.
Must be able to be NMLS (Nationwide Multistate Licensing System) and Notary Certified.

Knowledge, Skills and Abilities:

Able to be flexible and take on a lead role in a short-staffed environment.
Demonstrated ability to connect to members and co-workers through verbal and non-verbal communications.
High level of knowledge and procedural expertise in the savings and certificate programs, loan types offered, and the features and benefits of all Credit Union services and products required.
Strong sense of organizational identity through understanding the heritage and values of the credit union.
Demonstrates ability to communicate with members in a professional manner enhancing the Credit Union’s overall image.
Able to organize work to give prompt attention to member’s request, while at the same time meeting deadlines for work processing.
Demonstrates skills in member-related account transactions. Ability to interpret and explain Credit Union policies and transactions posted to members’ accounts.
Demonstrated ability to identify and communicate appropriate products and services in a holistic, comprehensive manner for all member financial needs.

This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Medical, Dental, and Vision insurance is paid at a 100% by company for the employee coverage. We also offer Health Care FSA (HCFSA) and Day Care FSA (DCFSA). Employees have access to disability and AD&D insurance. Employees are able to enroll in our 401k plan. Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

All benefits except 401k start the first of the month after 30 days of employment. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

EEO Statement
TSCU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.

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