Live your best (work) life at TruWest Credit Union!
Do you like knowing what tomorrow will bring? And the day after? And the day after that? Same, us too! At TruWest, we offer steady work schedules that makes it easy for you to plan (work) life around.
Self-care is important. So why not get paid for it? TruWest offers paid time off and we also observe all Federal Holidays which gives you 11 more days a year to spend on YOU or hanging out with family, friends or furbabies (bonus)!
Benefits? We’ve got you covered (get it?)! We offer first day medical, dental, vision and 401(k). We’ll even help you save for retirement by matching your 401(k) contributions. Don’t even know what a 401(k) is? That’s okay, we’ll show you the ropes and you’ll learn a ton about finances, loans, accounts and planning for your future. We want you to know all about our products and services so you can help our members. Don’t believe us? Just check out our video that highlights all the amazing things we do here:
https://vimeo.com/721196286/593a894041
Starting pay: $23.53/hr. Final salary is dependent on a candidate’s experience and qualifications.
If you love working with members and looking for a place to call home, you’ve found it. What are you waiting for? Apply now!
Summary of Responsibilities:
Responsible for providing spontaneous service excellence to members, employees and business associates; demonstrating the values shown on TruWest’s Vision, Mission and Values card. This position assists the Manager of Digital Banking with the more complex aspects of each job function in support of the Digital Banking Department. Create and analyze reports and other vendor (Online Banking, Bill Payment, Funds Transfer, and Online Account Opening), utilizing Excel, Word and Power Point as they relate to the Digital Banking Department. Additionally, this position is responsible for providing specific, technical and support of the Digital Banking Department. This individual is the primary contact for interfacing, making changes and updating our Electronic Services, such as Telephone Banking, Online Banking, Bill Payment, Funds Transfer, and Online Account Opening. They Interface with vendors and merchants in researching more complex problems on member’s accounts as they relate to Electronic Services (via Internet, email or telephone). Monitor the information that is presented on Telephone Banking, Online Banking, Funds Transfer, Bill Payment, and Online Account Opening to ensure the accuracy of the information that is broadcast and/or distributed to our members and make appropriate changes if necessary. Work on special projects or new products and services as requested.
Qualifications:
Education: Requires a high school diploma or GED with college level courses in a related field preferred
Experience: This position requires 2-5 year’s experience as an Digital Banking Rep I or similar related experience
Knowledge and Skills: This individual must have good verbal/written communication skills in order to exchange basic to moderately complex information with both internal and external clients. Individual must also have good telephone etiquette, good organization skills and be able to work independently. This individual must have intermediate to advanced understanding of the credit union operating System, PC skills including Microsoft Word, Excel, and Outlook. Requires in-depth knowledge of TruWest products, services and account requirements, as well as TruWest’s Electronic Services product offerings in order to identify cross-selling opportunities, which will benefit the member. Individual must have knowledge of the credit unions policy and procedures as well as basic lending regulations. Have the ability/knowledge to troubleshoot and assist complex problems within the Digital Banking Department
Essential Duties and Responsibilities:
1) Creates, analyzes, and maintains reports utilizing Monarch for the purposes of gathering information needed for the Deposit Services Department.
2) Provide statistical information as it relates to Digital Banking for the purposes of the department’s month end report.
3) Interface with various vendors relating to the Digital Banking and technical member issues.
4) Assists members and staff with electronic service questions/issues on all Digital Banking products.
a) Online Banking
b) Bill Pay
c) Funds Transfer
d) Mobile App
e) Remote Deposit Capture
f) eStatements
g) Online Account Opening
h) Money Management
i) Online Chat
j) Secure Support Ticketing
k) Text & Mobile Banking
l) Pay – By- Web
m) Credit Card Points – TruRewards
n) TruWest Card Manager App
5) Provides support on technology and service related issues to meet members’ Mobile and Web service expectations, including their Wireless Carrier, Internet Service Providers, Browsers and various Security Software systems
6) Support account opening through various channels, including the online channel and the indirect loan channel.
7) Identify member’s financial needs through onboarding and electronic account opening, profiling and promoting appropriate products and services to maximize cross-sale opportunities and maintain acceptable referral and sales levels
8) Accurately complete and process product/service/loan applications for review and evaluation and interfacing with members in response to applications submitted.
9) Understands and can open all deposit accounts and accurately originate and book applicable loan products; completing necessary documentation for application processing as required by state and federal laws
10) Consistently educates members about their financial choices, by listening, asking about and understanding their needs responding by recommending appropriate financial products/services.
11) Review Mobile, eDeposit, and ATM checks daily for approval, and determine appropriate holds for negotiable items.
12) Interface, troubleshoot and provide support for members via an online chat feature.
13) Download all secured forms daily and respond to member’s questions and e-mails in a timely manner.
14) Follows credit union policies for compliance with all laws and regulations, specifically, but not limited to, the Bank Secrecy Act, Security Policies and Confidentiality Policies.
15) Assist the Digital Banking Asst. Manager with projects in relation to the Digital Banking Department