Retail Service Specialist
Richmond, IN Richmond, IN $19.
00 - $20.
75 an hour $19.
00 - $20.
75 an hour 1 day ago 1 day ago 1 day ago Position:
Retail Service Specialist Reports To:
Branch Manager or AVP Branch Operations Position Type:
Non-Exempt Individual Contributor POSITION SUMMARY This position builds rapport by establishing trusting relationships with members and providing consistent high-quality service.
Performs Service Representative's transactions and account opening processes on members' accounts accurately and in accordance with current practices, examines signatures and endorsements comparing them to valid identification.
Acts in the members' best interest through compliance with all credit union policies and procedures, as well as maintaining knowledge of regulations (i.
e.
Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.
).
Ensures all Credit Union member information and transactions are kept confidential.
Opens and closes accounts, incorporates on-boarding techniques, evaluates need, up-sells products, and maintains knowledge of internal trends and competitor's rates, terms, etc.
Engages in problem resolution from start to finish by clarifying the claim, determining the cause and following up to ensure there is a resolution.
Generates referrals through conversations of members' needs and uses persistence and persuasion to overcome objections and incorporates on-boarding techniques.
Makes productive decisions after considering all the information.
Increases member satisfaction by being highly responsive to the needs of members.
The Retail Service Specialist will be the champion in the branches for all things digital.
The RSS will assist members in accessing and problem solving member issues in the usage of the Credit Union's digital tools and products with the online and mobile banking app being a key product.
The RSS will also train branch personnel to assist members and be first line of trouble shooting at the branch and for members coming into our branches.
PERFORMANCE STANDARDS What does this position do? Strengthens existing member relationships and establishes new memberships by uncovering needs through outstanding service.
Uses questions to successfully identify and clarify member needs, explains services to create understanding and generate solutions.
Blends sound judgment and business practices when following processes and procedures.
Uses professionalism and business ethics to serve as an advocate for our membership as a whole.
Who does this position work with to get the job done? Routinely collaborates with all team members and Resource Centers to ensure that communication is consistent and efficient.
Leverages resources by knowing where to look, who to call, or how to effectively use resources to get the job done.
Supports Team3 by being a committed team player.
Works with team members to ensure that 3Rivers is doing what is right for the membership one member at a time.
What does the work from this position produce or generate? Member-first mentality by influencing effective & timely service through team members and membership.
Serves as connection between the membership and vital services/solutions.
Timely responsiveness to internal and external membership through follow-up.
Anticipation of member needs through experience in financial services to ensure resolution.
What is the impact of this position? Our corporate culture is defined by the working environment we create through interactions and operating procedures and is reflected in the way we engage, act, and respond to each other on a daily basis.
The focus, activities, and results of this position should be facilitating a process that creates a similar engaging experience while reinforcing the business needs of 3Rivers.
This position connects the members with the appropriate services and provides timely resolution.
Impacts the Measures that Matter by walking the talk on employee engagement and ensuring compliance with policies, procedures, laws and regulations.
How adaptable & flexible does this position need to be for 3Rivers? Must be prepared to handle ever-changing member needs in a constantly-changing and sometimes stressful environment.
Adapt professionally through personal and interpersonal behavior appropriately based on the needs of the situation.
Must demonstrate ability to anticipate resolution to unexpected circumstances and ensure uninterrupted production through team members.
ACTIVITY & KNOWLEDGE REQUIREMENTS Work Environment Normal accessibility of branch and corporate work sites required for the position.
Normal exposure to cramped spaces, loud noises, dust, and work safety hazards.
Normal amount of extended work hours required.
Physical Effort Normal physical mobility, which includes movement from place to place on the job, taking speed and distance into account.
Normal physical agility, which includes ability to maneuver body while in place.
Normal physical strength to handle routine office materials and tools.
Normal physical strength to handle 50-pound object, taking frequency into consideration.
Normal dexterity of hands and fingers.
Normal coordination, including eye-hand, hand-foot.
Normal endurance.
Knowledge Requirements Excellent communications skills (both oral and written) Ability to gather and analyze data.
Experience preferred in regards to cash handling (cashier) and clerical office work.
Strong sales and service skills Ability to operate computer, typewriter, phone, adding machine, and other office equipment.
Interpersonal skills to present the Credit Union in a positive way during transactions.
Basic knowledge of deposit accounts and loan products Adheres to all federal, state and credit union regulations and policies.
EDUCATION AND/OR EXPERIENCE High School diploma or equivalent College degree and/or sales experience, preferred.
Estimated Salary: $20 to $28 per hour based on qualifications.
00 - $20.
75 an hour $19.
00 - $20.
75 an hour 1 day ago 1 day ago 1 day ago Position:
Retail Service Specialist Reports To:
Branch Manager or AVP Branch Operations Position Type:
Non-Exempt Individual Contributor POSITION SUMMARY This position builds rapport by establishing trusting relationships with members and providing consistent high-quality service.
Performs Service Representative's transactions and account opening processes on members' accounts accurately and in accordance with current practices, examines signatures and endorsements comparing them to valid identification.
Acts in the members' best interest through compliance with all credit union policies and procedures, as well as maintaining knowledge of regulations (i.
e.
Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.
).
Ensures all Credit Union member information and transactions are kept confidential.
Opens and closes accounts, incorporates on-boarding techniques, evaluates need, up-sells products, and maintains knowledge of internal trends and competitor's rates, terms, etc.
Engages in problem resolution from start to finish by clarifying the claim, determining the cause and following up to ensure there is a resolution.
Generates referrals through conversations of members' needs and uses persistence and persuasion to overcome objections and incorporates on-boarding techniques.
Makes productive decisions after considering all the information.
Increases member satisfaction by being highly responsive to the needs of members.
The Retail Service Specialist will be the champion in the branches for all things digital.
The RSS will assist members in accessing and problem solving member issues in the usage of the Credit Union's digital tools and products with the online and mobile banking app being a key product.
The RSS will also train branch personnel to assist members and be first line of trouble shooting at the branch and for members coming into our branches.
PERFORMANCE STANDARDS What does this position do? Strengthens existing member relationships and establishes new memberships by uncovering needs through outstanding service.
Uses questions to successfully identify and clarify member needs, explains services to create understanding and generate solutions.
Blends sound judgment and business practices when following processes and procedures.
Uses professionalism and business ethics to serve as an advocate for our membership as a whole.
Who does this position work with to get the job done? Routinely collaborates with all team members and Resource Centers to ensure that communication is consistent and efficient.
Leverages resources by knowing where to look, who to call, or how to effectively use resources to get the job done.
Supports Team3 by being a committed team player.
Works with team members to ensure that 3Rivers is doing what is right for the membership one member at a time.
What does the work from this position produce or generate? Member-first mentality by influencing effective & timely service through team members and membership.
Serves as connection between the membership and vital services/solutions.
Timely responsiveness to internal and external membership through follow-up.
Anticipation of member needs through experience in financial services to ensure resolution.
What is the impact of this position? Our corporate culture is defined by the working environment we create through interactions and operating procedures and is reflected in the way we engage, act, and respond to each other on a daily basis.
The focus, activities, and results of this position should be facilitating a process that creates a similar engaging experience while reinforcing the business needs of 3Rivers.
This position connects the members with the appropriate services and provides timely resolution.
Impacts the Measures that Matter by walking the talk on employee engagement and ensuring compliance with policies, procedures, laws and regulations.
How adaptable & flexible does this position need to be for 3Rivers? Must be prepared to handle ever-changing member needs in a constantly-changing and sometimes stressful environment.
Adapt professionally through personal and interpersonal behavior appropriately based on the needs of the situation.
Must demonstrate ability to anticipate resolution to unexpected circumstances and ensure uninterrupted production through team members.
ACTIVITY & KNOWLEDGE REQUIREMENTS Work Environment Normal accessibility of branch and corporate work sites required for the position.
Normal exposure to cramped spaces, loud noises, dust, and work safety hazards.
Normal amount of extended work hours required.
Physical Effort Normal physical mobility, which includes movement from place to place on the job, taking speed and distance into account.
Normal physical agility, which includes ability to maneuver body while in place.
Normal physical strength to handle routine office materials and tools.
Normal physical strength to handle 50-pound object, taking frequency into consideration.
Normal dexterity of hands and fingers.
Normal coordination, including eye-hand, hand-foot.
Normal endurance.
Knowledge Requirements Excellent communications skills (both oral and written) Ability to gather and analyze data.
Experience preferred in regards to cash handling (cashier) and clerical office work.
Strong sales and service skills Ability to operate computer, typewriter, phone, adding machine, and other office equipment.
Interpersonal skills to present the Credit Union in a positive way during transactions.
Basic knowledge of deposit accounts and loan products Adheres to all federal, state and credit union regulations and policies.
EDUCATION AND/OR EXPERIENCE High School diploma or equivalent College degree and/or sales experience, preferred.
Estimated Salary: $20 to $28 per hour based on qualifications.
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