Elements Financial ยท 5 months ago
Universal Teller
Farm Bureau Building, Indianapolis, IN, US
Full-time
Onsite
Entry Level
$18.44/hr - $27.65/hr
2+ years expElements Financial is a leading credit union serving over 100,000 members across the U.S. The Universal Member Support Specialist (UMSS) plays a crucial role in providing exceptional service to members by promoting and selling financial products while collaborating with sales and operations teams.
BankingFinanceFinancial Services
Responsibilities
Maintain in depth knowledge of all Elements Financial products and services
Process daily maintenance and service requests to support Financial Solutions Experts
Promote technology usage through all channels. This may include customer service emails and live chat
Participate in table events and branch activities. Recognize and refer opportunities to business partners including Wealth Management and Mortgage leads. Achieve assigned monthly sales goals
Support branch staffing needs by working at other branch locations/departments as needed
Actively promote and sell all Elements products and services while providing exceptional service
Open new memberships and accounts and service existing members
Proactively complete outbound sales and service calls for member follow up and acquisition of new business
Continue to develop knowledge of industry practices, products and professional growth
Participate in appropriate learning opportunities to maintain expertise
Qualification
Required
High school diploma or equivalent
Ability to evaluate the financial situation of each member to enhance their financial position
Proven track record exceptional member service
Ability to handle multiple tasks simultaneously
Minimum 2 years financial institution or customer service experience
Demonstrate a proficient use of technology tools and possess knowledge of system navigation skills
Strong organizational skills and the ability to follow-up as necessary
Strong collaboration and communication skills
Ability to leverage skills, knowledge, and experience to invest in the community
Ability to foster an inclusive environment that promotes belonging
A focus on respect and excellent service to both external and internal (team) members
A proven track record of integrity with a demonstrated ability to build trust
Benefits
Additional sales incentive compensation is earned in this role.
Company
Elements Financial
Elements Financial is a financial services provider company.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Huesing
Chief Executive Officer
Recent News
2024-04-26
InvestmentNews
2024-04-26
2024-04-26
Company data provided by crunchbase