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USE Credit Union: Digital Universal Service Representative

Company: USE Credit Union
Location: San Diego
Posted on: November 22, 2021

Job Description:

USE Credit UnionJob ID 2021-1492Job Locations US-CA-San DiegoCategory Retail (Branches)Type Regular Full-TimeMore information about this jobOverviewAre you Service-Driven and Relationship-Focused? USEs branches are the perfect place for you! As a Digital Universal Service Representative, youll have the chance to develop rapport by conducting consultative sessions through a variety of in-person and digital channels. Become part of a team that is key in delivering extraordinary experiences. Do you have what it takes?ResponsibilitiesGeneral Responsibilities/RequirementsStrong knowledge of USE loans, deposit products and servicesDemonstrate knowledge of current technology (Example: Microsoft 360, Financial Services transactional software, loan-processing software, Outlook)Ability to navigate multiple systems and tasks concurrentlyFlexibility as position requires a varying schedule meeting business needsAdhere to balancing standards and fraud controlsAdaptable to a changing work environmentMaintain confidentiality and security by ensuring all sensitive information is securedFollow-up with members in a prompt, accurate and courteous mannerMeets production benchmarks as established by your Branch ManagerActively participates in all assigned training classes and meetings to enhance your specific job skills and financial industry knowledgeVideo Technology ServiceProvide undistracted member sessions at the highest service levelComfortable on camera while maintaining a friendly and professional appearanceStrong written and verbal skills interacting with members via e-mail and chatAssist members with additional service needs including online and mobile banking, ACH and bill-payBranch ServiceConduct consultative conversations identifying opportunities for the member to reach their financial goalsMember outreach via phone and e-mailMaintain a calendar ensuring member appointments are scheduled and keptAnswers branch phone to assist member inquiresPerform a variety of file maintenance dutiesMember EngagementIdentifies opportunities to enhance members financial pictureRefers members to business partners specifically Investment Services and Home Loan departmentsEstablishes the appropriate membership accounts based upon a conversation with the memberAsk for referrals and actively sell key productsMaintain individual production tracking tools and reportsAdhere to the USE member outreach guidelinesAdvise member when identifying ways they can enhance their financial pictureProspect for new member relationshipsQualificationsHigh school diploma or general education degree (GED); and three or more yearsrelated banking positions required.Three years sales/customer service experience required.Video conferencing experience preferred.Knowledge of how to trouble shoot and resolve problems.To perform this job, the employee must possess applicable technology skills and demonstrated expertise. Ability to use loan origination systems, contact management software, Interactive Teller hardware and Software, and other Microsoft Office application products, as well as the ability to learn new applications quickly. Requires general knowledge of computer network and database use.To perform this job, the employee must possess strong interpersonal skills, excellent phone, video and e-mail etiquette, a professional presentation, and a high degree of personal initiative.Must be able to work branch operational and ITM hours to include weekends, and to work early mornings and nights. Hours range between 7 am 8 pm M-Sat.University and State Employees Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.PI153685776

Keywords: USE Credit Union, San Diego , USE Credit Union: Digital Universal Service Representative, Sales , San Diego, California

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