Virtual Experience Specialist

Job not on LinkedIn

May 6

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Logo of Del Norte Credit Union

Del Norte Credit Union

Del Norte Credit Union (DNCU) is a member-owned, not-for-profit financial institution that embraces the culture and community traditions of New Mexico. Our mission is improving lives by providing our members with unparalleled, sound, and unbiased financial advice. Not only is DNCU an active advocate of financial literacy, but it's also a stable financial institution committed to providing members with a wide array of excellent services. We are more than a typical financial cooperative; we are your ideal partner committed to helping you succeed and enrich your life.

201 - 500 employees

đź“‹ Description

•The primary role of this position is to assist Del Norte Credit Union in living out its mission of improving lives as a financial cooperative by possessing a passionate devotion to providing outstanding and empathetic service to Del Norte Credit Union members and fellow team mates. •Exemplify Del Norte Pride to live with character, feel with empathy, and act with passion; a key component of this is to identify the financial needs of the member and recommend an appropriate credit union solution. •Essential Functions & Responsibilities: Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms. •Assist members with financial services through a consultative approach to determine the most value-added products and/or services to meet individual member needs. •This includes opening and closing accounts, answering questions about products and services, and problem resolution. •Identify and direct member calls to appropriate department as needed. •Provide universal dual support to the Support Services, Card Services, and Loan Operations. •Efficiently answer incoming calls and properly identify caller to assist with online banking, telephone banking, and mobile banking needs. •Respond to requests received by email, fax, and online banking. •Promote a needs-based member education culture within the department to identify opportunities to promote credit union products and services to live DNCU’s mission of improving lives while meeting and/or exceeding established member education goals. •Work effectively in a team environment contributing to the success of the branch and organization. •Comply with all regulations, security procedures, and complete all mandatory annual compliance courses. •Perform other related job duties as assigned.

🎯 Requirements

•Level I: One month to twelve months of similar or related experience. •Level II: One year to three years of similar or related experience. •Senior: Three years to five years of similar or related experience. •Education: A high school education or GED. •Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. •Other Skills: Handles sensitive information with complete confidentiality and professionalism •Professional appearance and demeanor •Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values •Conduct themselves and members fairly, ethically, and with confidence. •Successful job performance involves meeting and/or exceeding teambuilding, interpersonal, relationship building, and technical skills outlined in other duties and responsibilities. •Effective communication skills both oral and written •Critical thinker and effective problem solver •Collaborative service skills •Willing and eager to exceed expectations; demonstrated excellence in all aspects of service delivery operations •Demonstrated proficiency with 10-key calculator, Windows, and other MS Office products and applications •Physical Requirements: May require siting or standing for extended periods of time. •Work Setting: Call Center

🏖️ Benefits

•Medical, Dental and Vision insurance. Available the first of the month following date of hire. •401(k) - Traditional or Roth •Paid Time Off •Eleven paid holidays/year •Employer-Paid Benefits: Employee Assistance Programs (EAP), Short-Term & Long-Term disability •Other great benefits: Wellness Reimbursement Plan, Educational Reimbursement Program and Development Programs.

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