In-Person Virtual Experience Specialist - Rio Rancho, NM jobs in United States
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Del Norte Credit Union · 1 month ago

In-Person Virtual Experience Specialist - Rio Rancho, NM

Del Norte Credit Union is seeking an In-Person Virtual Experience Specialist for their Rio Rancho Branch. This role focuses on identifying the financial needs of members and recommending appropriate credit union solutions, while providing exceptional customer service and support in a team environment.

BankingFinancial Services

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

Qualification

Financial services knowledgeBilingual in EnglishSpanishTechnical skillsEffective communication skillsCollaborative service skillsProfessional appearance10-key calculator proficiencyMS Office proficiencyInterpersonal skillsCritical thinkingProblem-solving

Required

One month to twelve months of similar or related experience for Level I
One year to three years of similar or related experience for Level II
Three years to five years of similar or related experience for Senior
A high school education or GED
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
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
This role requires in-person work at our Rio Rancho Branch and is not eligible for remote or hybrid work arrangements

Preferred

Bilingual in English and Spanish strongly preferred. Incentive offered for bilingual proficiency

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.

Company

Del Norte Credit Union

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Del Norte Credit Union (DNCU) is a member-owned, not-for-profit financial institution that embraces the culture and community traditions of New Mexico.

Funding

Current Stage
Growth Stage

Leadership Team

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Deb Salazar
Chief Experience Officer
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Kevin Southwick
Chief Member Business Officer
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