Blue Federal Credit Union · 13 hours ago
Digital Engagement Specialist
Cheyenne, WY
Full-time
Onsite
Entry Level
$17.88/hr - $25.85/hr
1+ years expBlue Federal Credit Union is committed to realizing possibilities for its members. The Digital Engagement Specialist interacts with members through various digital channels, ensuring exceptional service and supporting the credit union's growth by promoting products and services.
BankingFinancial ServicesInsurance
Responsibilities
Professionally respond to and resolve inquiries to incoming requests through video teller machine (VTM), email, chat, secure messaging, text, or other digital platforms. Utilizes advanced problem solving and decision-making skills. Promptly, accurately, and efficiently assist with monetary transactions, account inquiries, research, maintenance, disputes, and non-monetary transactions. Ensure proper identification is presented for appropriate transactions. Maintain a high degree of member confidentiality and manage risk appropriately. Supports Credit Union growth by recognizing opportunities to promote Credit Union products and services to meet members’ needs and takes ownership over issues within your authority for online service channels such as mobile banking, money mover, and Billpay
Operate in an organized, detail-oriented fashion performing operational tasks while responding promptly to member inquiries and requests demonstrating accuracy and commitment to the member base. Able to quickly pivot from one task to another and handle multiple incoming requests, meeting established service level agreements. Work across a broad range of platforms with ease, including but not limited to chat, ticketing software, teller software, Teams, etc. Completes required teller reports and end of shift work
Listens and responds to members situations or complaints utilizing credit union service skills; offers solutions and if unable to resolve guides members to the appropriate staff or management for assistance. Maintains a thorough knowledge of the features and benefits of all Credit Union products and services to deepen member relationships. Identifies and recommends products /services best suited for potential and existing members and refers to appropriate staff
Completes all required quarterly /annual product knowledge exams and mandatory trainings. Participates in all Wednesday meetings/meetings and sales & service development activities
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Qualification
Required
1-3 years with a proven track record in a sales environment, consistently meeting or exceeding goals and objectives, operating in a consultative framework or related experience in a financial organization
Displays passion, commitment, and drive to deliver the best solutions that improve the financial circumstances of our members
Familiarity in time management techniques to prioritize workflow to create a dynamic experience for the member, and work with efficiency delivering consistent productivity
A high school degree or equivalent
A significant level of trust, credibility and diplomacy is required
In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature
Communications may involve motivating, influencing, educating and/or advising others on matters of significance
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team
Must be able to read and carry out various written instructions and follow oral instructions
Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics
Must be able to speak clearly and deliver information in a logical and understandable sequence
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
Must be able to effectively handle multiple, simultaneous, and changing priorities
Must be capable of exercising highest level of discretion on both internal and external confidential matters
Preferred
Degree preferred
Company
Blue Federal Credit Union
Blue Federal Credit Union engages in banking, insurance and financial advice services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$25M2024-11-07Debt Financing· $10M
2024-01-02Debt Financing· $15M
Leadership Team
Stephanie Teubner
President/CEO
Neal Weber
Chief Financial Officer
Recent News
Blue Federal Credit Union
2025-10-31
2025-10-09
2025-03-26
Company data provided by crunchbase