If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!
Summary of Role:
To process our members’ financial transactions and informational needs and offer product suggestions and assistance with all eCommerce products by phone or internet while consistently providing WOW Member Service.
The Solutions Specialist will be the primary support for the Credit Union phone volume and be in a rotation for email and ticket coverage.
Essential Job Functions/Responsibilities:
Basic transaction responsibilities include but are not limited to, performing financial transactions including telephone requests for withdrawals, transfers, lines of credit, credit card payments.
Performing related account functions such as balance inquiries, account Histories, file maintenance.
Promote Credit Union products and services in accordance with Performance Excellence Sales and Service Standards.
Solicits loan applications taking advantage of all cross-sale opportunities, Including CUNA insurance.
Adhere to the Success Metrics and Core Values and exemplify them while interacting with both internal and external members.
Achieve departmental and individual minimum performance standards.
including but not limited to, Phone.
Productivity, Payment Protection, GAP Insurance and needs based referrals.
Working knowledge of all systems needed to perform any task needed for member service purposes.
Working knowledge of all CU products and services.
Consistently handling multiple tasks simultaneously.
Minimum Job Qualifications:
Highschool Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience.
Excellent verbal and listening skills; strong grammar and writing skills to be able to respond to member e-mails and web chat efficiently and professionally.
Strong decision-making skills and the ability to work well under pressure in a fast-paced environment.
Excellent interpersonal skills as well as ability to maintain confidentiality.
Flexibility and a willingness to support the team.
Strong technical aptitude with the ability to support online banking products including PC and mobile applications.
Strong proficiency with PC’s, smartphone technology, Windows environment, and Microsoft Office Suite.
Ability to discuss and present product opportunities to members.
Starting Compensation: $20.
00 - $21.
00/hr.
, plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
We are an equal opportunity employer.
We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.
Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs.
If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at bv-talentacquisition@broadviewfcu.
com
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