Description

eServices 1

Pay Range: Non Exempt - $19.78 - $29.66
Report To: DEC Assistant Manager (eServices)
Department: Digital Experience Center

With the goal of enhancing lives, fulfilling dreams and building communities this position is responsible for processing a wide variety of member transactions received through digital delivery channels, while consistently uncovering members financial needs, deepening member relationships. We delight our members in every interaction.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Answers inquiries from members, utilizing a variety of media, regarding loan and deposit services; credit, debit and ATM cards; account information, transfer requests, withdrawals, stop payments, check supplies; or any other member request concerning products and services of the credit union.
2. Responds to inquiries regarding computer troubleshooting for the use of Online Services, security and encryption questions as well as questions, which surround the operations of any Online Services.
3. Processes a variety of financial transaction for member including opening and closing certain accounts, issuing checks, issuing certificates, drafts and other negotiable instruments. Performs file maintenance of online bill payment accounts.
4. Resolves member inquires, concerns, and problems related to Digital Banking and other Online Services, including disputes related to payments scheduled in Bill Pay.
5. Ask members appropriate open-ended questions to understand their financial needs and actively markets and cross-sells the products and services of the credit union to current and prospective members.
6. Ability to learn, use, understand, and promote all credit union digital delivery channels.
7. Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally - with warmth, courtesy, and respect, and making a personal effort to make members feel they belong and are important to the credit union.
8. Maintains knowledge and adheres to all BSA regulations and compliance standards on internal and external policies. Maintains a thorough knowledge of all Digital Banking policies and procedures, protocols and authority levels.
9. Effectively incorporates CARES Principles in daily behaviors and interactions:
   • Connect – Create a welcoming, energized, and warm environment
   • Ask – Discover and confirm others’ needs to ensure they feel understood and known
   • Resolve – Take personal and full responsibility for meeting others’ needs
   • Elevate – Commit to long-term personal and organizational growth and improvement
   • Strengthen – Invest in our Numerica community and beyond.

MANAGEMENT RESPONSIBILITIES:

No Requirement

PERFORMANCE STANDARDS:

Must fully understand credit union products and services and be able to assist members to use these products and services. Cooperative and positive attitude toward members and credit union staff. Professional appearance and demeanor.

SKILLS and ABILITIES:

Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion.

Ability to operate general office machines and equipment such as photocopier, fax, computer, and currency and coin counter. Ability to lift up to 25lbs. Must be able to sit or stand for extended periods.

EDUCATION and/or EXPERIENCE:

Minimum: High school diploma or general education degree (GED); plus minimum of 1 year related experience and/or training as a teller/service representative, customer service with cash handling. Preferred: Relevant training in a credit union, bank or other financial institution. Bi-lingual, Spanish preferred in some markets.

CERTIFICATES, LICENSES, REGISTRATIONS:

None

Disclaimer: The job description does not imply an employment contract, nor is it intended to include every duty, task or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Management’s request.

Numerica Credit Union Benefits and Perks -

Learn more about our Benefits and Perks here- https://www.numericacu.com/globalassets/images/pdfs/employee-benefits-summary-numerica.pdf

Numerica Credit Union is an Equal Opportunity/Affirmative Action Employer

Numerica Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for purposes of participating in the application/hiring process with Numerica Credit Union. If you are unable or limited in your ability to use or access Numerica Credit Union’s career page at www.numericacu.com as a result of your disability, you can request reasonable accommodations by calling (509) 385-1660.