- Resolve member complaints and issues promptly and communicate all member service-related issues/problems to management.- Be one of the go-to people for digital banking knowledge in the credit union, including knowledge of processes, systems, policies and procedures.- Collaborate closely with Business Systems Analysts in implementing new digital banking products, testing, and post-implementation support of online banking service products, including product marketing, to increase awareness and adoption rates both internally and externally.- Pull digital banking reports and perform manual clean-up of data (inactive, eStatement changes, removing closed accounts from Bill Pay, etc.)- Collaborate with third party vendors and internal credit union departments in a professional manner to promptly identify and resolve service issues.- Act a liaison between Management and the Credit Union's online banking vendor.- Support all credit union branch locations and departments with training of the online banking system, as requested.- Perform market research to stay abreast of the rapidly evolving digital channel space. Conduct competitive product and pricing analyses for profitability review.- Assist in periodic reviews of product offerings and member surveys; recommend product and service upgrades and enhancements to meet competitive products.- Demonstrate comprehensive knowledge of departmental operations through cross training initiatives, serving as a reliable resource to colleagues and stakeholders. Actively collaborate with fellow specialists to identify, evaluate and recommend process improvements that enhance member experience and support the overall efficiency of the credit union.- Identify products/services that might be beneficial to members and provide information about their value and benefit.- Perform intermediary member transactions and tasks.- Maintain knowledge base to ensure all tasks assigned are in compliance with internal polices and regulations.- Complete end of month reporting timely as assigned.- Cross-sell online banking and online bill pay services and assist members in online banking enrollment and understanding the e-statement process.- Assist other departments and branches with transactions as needed, provide support for the collections department and branch managers in fulfilling member requests and merchant verifications.- Report to work on time and as scheduled.- Perform other duties as assigned.
1-4 years
- Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential. - Ability and willingness to interact calmly and professionally with people from all backgrounds.- Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness. - Ability to follow oral and written instructions.- Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others? work styles.- Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.- Ability to lift up to 15 lbs., with or without accommodation.- Completes mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.- Follows all Credit Union, Montana and Federal information privacy guidelines, and policies and procedures.- Protects Member and Credit Union confidential information.
- High school diploma or equivalent.- Three to five years of similar or related experience, including preparatory experience.- Familiarity with online banking platforms required, Alkami preferred; 3+ years? experience with such platform strongly preferred.- Advanced knowledge of digital banking solutions. - Possession of general math skills.- Proficiency in Microsoft Excel.
High School
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