Branch Coverage Specialist
Job Description:
We are excited to invite passionate individuals to join our team, where you will embark on a rewarding career journey filled with growth, support, and the opportunity to make a meaningful impact on our members and the community we serve. Our core values—authenticity, boldness, collaboration, dignity, and empathy—guide everything we do and foster an inclusive culture that prioritizes teamwork and innovation. If you are looking for a fulfilling career where you can grow professionally while helping others achieve their financial goals, our organization is the place for you. Join us in shaping the future of financial services and making a difference in the lives of those around us!
Applicants are encouraged to apply by December 2nd, 2024
Location:
- Lacey, WA
- Office/workspace location will depend on the employee’s location. The role will cover the branches and areas throughout Washington. Travel will cover counties from Thurston, Pierce, Lewis and Grays Harbor. Travel is required.
Pay Range:
- The full pay range is $21.36-$32.05/hr
- We provide an additional $2.00 per hour bilingual differential for those employees who can support our members’ financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.
Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.
Job Overview:
This position provides exceptional customer service while assisting new and existing members. Travels to multiple branch locations to fill critical staffing needs which requires flexibility during open hours of all branches in the region. Reports to designated home branch when not providing coverage in another branch location.
What you’ll do:
- Handles escalated member requests and inquiries. Uses advanced problem-solving skills to negotiate an amicable outcome to the member while balancing risk and reward.
- Engages members and visitors authentically through asking fact and value add questions, assessing their needs, and originating or referring appropriate product and service recommendations.
- Uses internal tools to maintain complete records, track progress and seek new opportunities for learning.
- Opens new accounts, processes loan applications and documents, and all other member service processes while continuing to uncover additional needs.
- Handles IRA’s, Trust Accounts, and Business Accounts.
- Offers payment protection and is well versed in explaining debt cancellation options.
- Follows up with members to help them build wealth and deepen relationships.
- Serves as a role model of branch leadership, and can mentor, train and inspire fellow team members.
- Acts as a subject matter expert for new organizational initiatives.
- Assists in training of new systems/processes across branch network.
- Participates in community involvement events.
- All other duties as assigned.
Qualifications:
A minimum of two (2) years’ experience in a related field, including exposure to sales, service, cash handling, consumer loans, residential, business services, and operations in a credit union or other financial institution. Demonstrated ability to build strong relationships with members to identify member needs and cross-sell products and services. Must be fully proficient in all credit union systems and applicable hardware. NMLS required.
What you’ll bring:
- Able to be flexible and take on a lead role in a short-staffed environment.
- Demonstrated ability to connect to members and co-workers through verbal and non-verbal communications.
- High level of knowledge and procedural expertise in the savings and certificate programs, loan types offered, and the features and benefits of all Credit Union services and products required.
- Strong sense of organizational identity through understanding the heritage and values of the credit union.
- Demonstrates ability to communicate with members in a professional manner enhancing the Credit Union’s overall image.
- Able to organize work to give prompt attention to member’s request, while at the same time meeting deadlines for work processing.
- Demonstrates skills in member-related account transactions. Ability to interpret and explain Credit Union policies and transactions posted to members’ accounts.
- Demonstrated ability to identify and communicate appropriate products and services in a holistic, comprehensive manner for all member financial needs.
Total Rewards:
This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). Employees also have access to Life and AD&D insurance. Employees are able to enroll in our 401k plan. Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time (may be prorated based on hire date in the intial calendar year).
All benefits except 401k start the first of the month after 30 days of employment. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.
TwinStar Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters
If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [email protected]. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail [email protected]. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.
Equal Opportunity Employer Veterans/Disabled