Del Norte Credit Union · 2 days ago
In- Person Virtual Experience Specialist - Santa Fe, NM
Del Norte Credit Union is a community-focused financial institution dedicated to improving lives. The VXP Specialist role involves providing exceptional member service through various channels, assisting with account management, and promoting member education while ensuring compliance with regulations.
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
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
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
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
Wellness Reimbursement Plan
Educational Reimbursement Program
Development Programs
Company
Del Norte Credit Union
Del Norte Credit Union (DNCU) is a member-owned, not-for-profit financial institution that embraces the culture and community traditions of New Mexico.