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<h3>Job Description</h3>
Job DescriptionDescription:
** Up to $2,000 sign on bonus for external candidates depending on experience **
 
The mission of Oklahoma Central Credit Union is to make a difference in the lives of our employees, our members, and the communities we serve. We know we have to make a difference in the lives of our employees for them to make a difference for our members and communities.
 
Your role:
In your role as Member Relationship Specialist, you'll provide members with exceptional service and will be responsible for introducing members to new products, services, and consumer loans. You will open new accounts as well as maintain existing accounts and process member transactions.
 
In this role you will:
<ul>
<li>Interact with members and potential members to provide accurate and exceptional member service</li>
<li>Identify and resolve member service, loan and deposit account issues</li>
<li>Perform financial services to include originating loans, opening new accounts, IRAs, CDs, credit cards etc.</li>
<li>Cross-sell credit union products and services based on member needs</li>
<li>Balance daily transactions and assist in cash, merchandise, vault, recycler and ATM functions. Ensure appropriate records are maintained and required reports are prepared in timely manner</li>
<li>Contribute to branch and credit union’s goals and objectives</li>
<li>Handle member transactions such as deposits, withdrawals, money transfers etc.</li>
<li>Regularly communicate with members by placing outbound sales calls to advise of products and services that are beneficial to their financial well-being while further developing and deepening rapports</li>
<li>Maintain confidentiality and appropriately handle sensitive information</li>
</ul>
Benefits you can expect when you join Oklahoma Central Credit Union:
<ul>
<li>Competitive pay - Cha-ching!</li>
<li>Work-life balance - Your family, hobbies, and life outside of work are important to us!</li>
<li>401 (k) retirement plan - You contribute to our future, so we contribute to yours</li>
<li>Best-in-class healthcare coverage - Helping you stay healthy</li>
<li>Generous PTO and federal holidays - We prioritize what matters</li>
<li>Community Service - We believe in giving back to the community and you'll receive up to 40 hours of paid volunteer time off</li>
</ul>
Requirements:
Who we're looking for:
 
You’re a friendly person, a great communicator, and you enjoy helping people. You easily build and maintain positive long-term relationships. You naturally lead and influence others. You are detail oriented and know how to stay focused while juggling multiple tasks.
 
You'll need to have:
<ul>
<li>High school diploma, GED or higher</li>
<li>One or more years of similar experience in a financial institution</li>
<li>One or more years of customer service and/or sales experience; cross-selling products or services while maintaining productivity goals</li>
</ul>
Even better if you have:
<ul>
<li>Previous knowledge of XP2</li>
<li>Working knowledge of regulations relating to all Credit Union deposit products and loans</li>
<li>Excellent interpersonal skills as well as member service skills</li>
<li>Ability to identify areas of opportunity to cross-sell products and services to members</li>
<li>General math aptitude</li>
<li>Well-organized and attention to detail</li>
<li>Ability to consistently follow up with members</li>
<li>Strong computer skills including proficiency in Microsoft Office products</li>
<li>Ability to operate related computer applications and related business equipment</li>
</ul>
Oklahoma Central Credit Union is proud to be an Equal Opportunity Employer and Drug Free Workplace!

Member Relationship Specialist

<h3>Job Description</h3>
Job Description
The Organization
North Los Angeles County Regional Center “NLACRC” is a private, non-profit agency that is contracted with the State of California, Department of Developmental Services, to provide services to individuals with intellectual and developmental disabilities. NLACRC is one of the largest regional centers in California and has proudly served the San Fernando Valley, Santa Clarita Valley, and Antelope Valley since 1974. We serve individuals across the lifespan from infants and toddlers, school age children, transition-age youth, to adults and aging adults.

Department - Community Services
Supervision
Receives general supervision from the Community Services Supervisor.

Scope
Position will perform a variety of functions that supports service providers in continually improving service levels through consultation on related regulation, best practices, program monitoring, problem identification and exploration, complaint investigation, and providing group and individual training. 
 
 
EXAMPLES OF DUTIES: (These are examples of the types of duties that may be performed. Additional duties may be added.)
<ol>
<li>Serves as a “Quality Assurance Liaison” to designated service providers and monitors those services for compliance with program designs, consumer satisfaction, effectiveness in delivering intended outcomes, and compliance with regulatory and/or statutory requirements. </li>
<li>Act as subject matter expert and provide support and technical assistance to regional center staff and service providers about performance measures.</li>
<li>Manages the receipt, tracking, investigation, and resolution process for Whistleblower Complaints involving service providers. </li>
<li>Writes detailed reports of evaluation findings, advises service providers on implementing corrective actions, and follow-up on implementation. </li>
<li>Collaborates with other Community Services Specialists such as Quality Assurance (QA) and Resource Developer (RD) as needed for investigations, monitoring, follow-up activities and reporting. </li>
<li>Represents the agency in transactions with Community Care &amp; Health Care Licensing, the Department of Developmental Services, community agencies, and regulatory agencies. </li>
<li>Internal liaison to Contract Administration and external liaison to Department of Developmental Services (DDS) for Service Provider Investigations and outcomes. </li>
<li>Monitor and maintain Whistleblower Complaints and Audit Reports. </li>
<li>Participate in the implementation of the Service Provider Quality Incentive Program, maintain records, and develop reports on the effectiveness of the outcome measures as established by DDS and NLACRC. </li>
<li>Prepare information material and provide trainings to Service Providers as needed per identified trends, and for new initiatives related to the Quality Incentive program and other related areas. </li>
</ol>
Employment Standards 
Any combination equivalent to or likely to provide the required knowledge and skills is qualifying. A typical way to obtain the knowledge and skills would be: A Bachelor’s degree in a related field and four years of related experience; or a Bachelor’s degree and five years of related regional center experience. A Master’s degree in a related subject may be substituted for two years of experience. Reliable transportation, valid CDL and acceptable driving record (or acceptable substitute) required. 
Skills and Abilities 
Understanding of family systems and appreciation for person-centered planning and thinking; empowering individuals to achieve their goals. Knowledge of intellectual and developmental disabilities, good organizational skills, demonstrated ability to work independently and cooperatively as a part of an interdisciplinary team, excellent verbal and written communication skills, and proficiency with MS Word and MS Outlook. 
 
Knowledge: Developmental or related disabilities, social service provision. 
Skills: Customer service, relationship building experience, and an understanding of regional center services and community resources. Must work successfully with people from a variety of cultures and backgrounds. Ability to understand and apply regulatory and statutory information during reviews or investigation. Decision making, collaborative problem resolution, comprehending and communicating complex information, written and verbal communication. Ability to develop and facilitate trainings. Ability to remain objective while conducting investigation. 
Education/Experience: Bachelor’s Degree in social work, psychology, or a closely related field from a four-year college or university and with related experience. 
Essential Requirements 
Service coordination is a community-based position that requires meeting with individuals served and their families in their homes, in the community, or in our office location. Must be comfortable working with a high degree of independence. Frequent telephone, virtual, and out-of-office meetings required. Valid California Driver’s License and reliable and transportation, or acceptable substitute, required. 

NLACRC Offers an Excellent Benefits Package: 
We offer employees a variety of health and dental plans. 
• Health Insurance - NLACRC pays the full cost of coverage for certain Medical plans for employee only. We also provide a generous contribution to additional plans that the employee may select for employee only or employee and dependents costs. 
• Dental Insurance – NLACRC pays the full cost of the Dental DMO Plan for employees and eligible dependents. We also offer a Dental PPO plan with a low employee monthly contribution for employees and eligible dependents
• Pre-Tax Flexible Spending Account for eligible health care expenses
• Pre-Tax Dependent Care Flexible Spending Account for eligible dependent care expenses
• No cost Life, Accidental Death &amp; Disability, Long Term Disability Insurance for employees 
• No cost Vision plan for employees and eligible dependents 
• Retirement plan - NLACRC is a member of CalPERS which is a defined benefit plan that provides a monthly retirement allowance for eligible employees
• NLACRC offers two (2) deferred compensation plans - 457 and 403(b) 
• Participate in the Public Service Loan Forgiveness program
• Paid Time Off – Eligible for 3 weeks of accrued vacation in the first year, 8 hours per month sick time, education, wellness and sabbatical time
• Holidays – NLACRC offers 12 paid holidays throughout the year
• Most positions are offered a hybrid option (must be a California Resident)

Professional Development Opportunities &amp; Growth
NLACRC values the professional development of staff! Many Consumer Services Coordinators gain experience and enter into Supervisor, Manager or Director positions.

Diversity, Equity, and Inclusion 
At NLACRC, we value and celebrate diversity! In September 2021, NLACRC launched an initiative to enhance and strengthen our commitment to diversity and belonging. 

Compensation
This position is non-exempt. Regular Salary: $29.49 - $41.66 per hour.

Community Services Specialist (QA/FHA) - Job #863

<h3>Job Description</h3>
Job Description
Distributed Sun – Interconnection &amp; Development Director DOE
Multi-technology sustainable energy infrastructure development

Location: DC Metro or Remote NY/PJM Area. 
Distributed Sun (DSUN) develops, finances, and deploys solar, storage, and adjacent energy technologies with long-term contracted cash flows on behalf of creditworthy off-takers. Our leading community and utility-scale solar solutions enable enterprises, universities and other stakeholders to decarbonization electricity generation and investors to achieve best-in-class returns. We are launching a BESS initiative targeting scale through a variety of applications. Entrepreneurial and established, Distributed Sun is a market innovator working alongside industry leaders to build a distributed and resilient grid for an electrified world.
DSUN’s affiliate truCurrent is a microgrid, mobility, and virtual power company, which provides end-to-end energy transition services for Fortune 500 companies and other large enterprises. TruCurrent customers benefit from comprehensive planning ‘roadmap development’ using our analytical tools (TCO, GHG reduction analysis, charging optimization, site scoring tools etc.), policy &amp; utility engagement, procurement, project development and execution of different asset classes (solar + storage, cold storage, fleet electrification including EVSE, VPP deployment, project financing, etc.).
Position Overview
This position will own the Interconnection Development Process from start to finish; at the forefront of the process as a key member of the Development team from initial site selection through the interconnection process. You’ll manage the interconnection process, evaluate cost estimates while looking for ways to reduce interconnect costs, optimizing workflows, and navigating regulatory requirements to ensure a high percentage of projects are connected at a commercially viable price.
We’re looking for someone who thrives at the intersection of technical expertise and business sensibilities. Your knowledge of interconnection standards, sharp business sense, project management skills, and understanding of the commercial aspects driving behavior of both the Utility/Transmission owner as well as economic constraints of projects. 
The Project Development Manager will lead, execute, and report on interconnect project elements for renewable energy projects including community and large-scale assets in the Eastern United States. With provided resources and innate knowledge, the Project Development Manager will plan an execution strategy, organize resources around project inputs, and lead various stakeholders to a marketable energy infrastructure investment. 
Responsibilities include management of interconnection process, vendors and investor relations. Internally, the position will interact with project finance, engineering, analytics, policy and senior management on the path to project delivery.

DSUN is an equal opportunity employer and values diversity. Employment decisions are made on the basis of qualifications, merit and business need. We encourage all qualified candidates to apply.
Responsibilities
· Project Development: proactively take responsibility for all Interconnect aspects of the development process for renewable energy projects, from initial feasibility studies and site selection through interconnection and construction. Ensure projects are delivered on time, within budget, and in compliance with regulatory requirements.
· Stakeholder Management: build and maintain relationships with key stakeholders, including utilities, ISO’s, regulatory team, vendors and Executive team. Collaborate with internal and external stakeholders to overcome challenges.
· Risk Management: understand and isolate risks associated with project development, including regulatory, environmental, technical, and financial risks and communicate them clearly.
· Project Delivery: contribute to operational excellence in project delivery, focusing on quality and performing all work in accordance with best practice. Use and where able suggest and contribute to the creation or improvement of software, tools and processes to streamline project development workflows.
· Business Operations: support the operations of the business by maintaining accurate and timely records. Contribute to budgeting and planning elements for company forecasting and sales.
· Be a team player: participate in continually enhancing a culture of accountability, innovation, and collaboration.
Qualifications
· Bachelor’s degree in engineering, Business, Finance, or related field. Advanced degree preferred.
· Minimum of 10 years of experience in renewable energy project development at community or C&amp;I scale preferred. Must have experience of solar PV &amp; battery energy storage system experience, and other additional technologies a bonus.
· Professional Engineer License with experience doing single line drawings and experience stamping designs for use in interconnection documents. 
· Proven track record of successfully contributing to the delivery of complex renewable energy projects, with involvement in all aspects of the development cycle from site selection to COD.
· Detailed understanding of renewable energy technologies, project finance, permitting processes, and regulatory frameworks. Familiarity with mapping tools useful. Understanding of real estate and energy project development documentation and documentation management and legal structuring welcomed. 
· Demonstrated tenacity, resilience, and problem-solving ability to overcome challenges and produce results in a fast-paced environment.
· Experience doing technical studies, transmission system planning, reliability analysis (steady state, contingency analysis, short circuit, and dynamic stability), power system design, transfer capability analysis, and due diligence on behalf of utilities, regional transmission operators preferred. 
· Excellent communication and relationship-building skills, with the ability to engage effectively with internal and external stakeholders at all levels.
· Excellent organizational skills and ability to prioritize.

Interconnection & Utility Services Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
POSITION TITLE: Member Relationship Specialist
DEPARTMENT: Operations
CLASSIFICATION: Non-Exempt
APPROVED BY: CEO
POSITION REPORTS TO: Branch Manager
POSITIONS SUPERVISED: None
WAGE GRADE: 7
WAGE RANGE: $19.23 - $24.04
 
 
 
POSITION PURPOSE
The Member Relationship Specialist is the first point of contact, problem resolution and responsible for creating a “wowing” first impression to existing and prospective members. Responsible for account openings, changes and closings, lending applications and support, and research and resolution of complex problems. Applies working knowledge to educate existing and prospective members on products and services to meet their current and future financial needs. Ensures members are promptly and professionally served.
 
 
ESSENTIAL FUNCTIONS AND BASIC DUTIES
 
Assumes responsibility for ensuring and performing efficient, effective, and professional MRS operations.
<ul>
<li>Responsible for account maintenance, opening new accounts (consumer, defined, and business), closing accounts, originating loan applications, processing loan closings</li>
<li>Answers questions and solves problems for members by active listening, collecting data, securing answers and delivering solutions to the member. Resolves member account reconciliation problems.&nbsp;&nbsp;&nbsp;</li>
<li>Assists with complex transactions, cashier's checks, money orders, gift/travel cards, instant issue cards, and maintenance of certificate shares</li>
<li>Assists in maintaining an inventory of cashier's checks, money orders, gift/travel cards.&nbsp;</li>
<li>Assists with balancing the vault, ITMs, coin machines&nbsp;</li>
<li>Answers questions regarding IRAs and HSAs</li>
<li>Acts as a liaison between members and the ITMs</li>
</ul>
 
Effectively ensures optimal team performance.
<ul>
<li>Supports leadership to personnel through effective delegation and communication.&nbsp;&nbsp;</li>
<li>Shares knowledge with team regarding policy, procedure, service and product offerings. Assists new employees.</li>
<li>Provides support and suggestions for improvement in performance, process and efficiencies.&nbsp;</li>
<li>Assists and supports the team and peer departments, as needed.</li>
</ul>
 
Assumes responsibility for establishing and maintaining effective communication and coordination with team personnel and with management.
<ul>
<li>Keeps management informed of area activities and of any significant problems. Provides suggestions for improved product, service or process.</li>
<li>Completes all required reports and related documents, including but not limited to branch audits, membership cards, CTRs, etc. Responsible for ensuring documents are completed accurately and promptly.</li>
<li>Attends meetings as required.</li>
</ul>
 
Assumes responsibility for establishing and maintaining effective communication and coordination with members, area personnel and with management.
<ul>
<li>Responds to members in a courteous, professional and timely manner, providing prompt, accurate and efficient service.</li>
<li>Maintains regular contact with other departments to obtain information and/or to correct transactions.</li>
<li>Assists Deposit Operations personnel as needed</li>
<li>Ensures the Credit Union’s professional reputation is projected and maintained</li>
<li>Keeps executive management informed of area activities and of any significant problems.&nbsp;</li>
<li>Attends and participates in meetings as required.</li>
</ul>
 
Assumes responsibility for related duties as required or assigned.
<ul>
<li>Ensures work areas and equipment are clean and well maintained.</li>
<li>Performs procedures for opening and closing of operations, including vault, alarm, and door duties.&nbsp;</li>
<li>Provide replacement MRS coverage as needed.</li>
<li>Performs related administrative and lending functions as required.</li>
<li>Comply with the U.S. Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures.</li>
<li>Comply with the Gramm-Leach Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, Systems and locations.</li>
</ul>
 
PERFORMANCE MEASUREMENTS
<ul>
<li>MRS functions are efficiently, accurately, and effectively performed in accordance with established policies and standards.&nbsp;&nbsp;</li>
<li>Safety and security procedures are understood and adhered to by all MRS’s</li>
<li>Accurate balancing, reporting and compliance with transaction policy and credit union standards.</li>
<li>Good business relations exist with members. Members' problems or questions are courteously and promptly resolved.</li>
<li>Good working relationships and coordination exist with area personnel and with management. Management is appropriately informed of area activities.</li>
<li>Required reports and records are accurate, complete, and timely</li>
<li>The Credit Union’s professional reputation is maintained and conveyed.</li>
<li>Good working relationships, DEI and collaborative initiatives exist with credit union personnel.</li>
</ul>
 
Requirements:
QUALIFICATIONS
EDUCATION/CERTIFICATION:&nbsp;
High school graduate or equivalent required.&nbsp;
REQUIRED KNOWLEDGE:&nbsp;
<ul>
<li>A thorough knowledge of member service, cross-selling and branch operations.</li>
<li>Understanding of Credit Union operations, including opening and closing accounts, loans,</li>
<li>IRA, HSA, and certificate procedures.</li>
<li>Understanding of Credit Union philosophy.</li>
<li>Knowledge of basic accounting.</li>
</ul>
 
EXPERIENCE REQUIRED:&nbsp;
Minimum of two years in member service or sales experience preferred, ideally in a financial institution&nbsp;
 
SKILLS/ABILITIES:
<ul>
<li>Excellent communication, listening and problem-solving skills.</li>
<li>Training and leadership abilities preferred</li>
<li>Professional appearance, dress, and attitude.</li>
<li>Solid math skills.</li>
<li>Ability to operate related computer software, and business equipment including 10-key, money counters, and telephone.</li>
</ul>
 
 
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
 
FINGER DEXTERITY:&nbsp;
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
 
TALKING:&nbsp;
Especially where one must frequently convey detailed or important instructions or ideas accurately and quickly.&nbsp;
 
AVERAGE HEARING:
Able to hear average or normal conversations and receive ordinary information.
 
REPETITIVE MOTIONS:&nbsp;
Movements frequently and regularly required using the wrists, hands, and/or fingers.
 
AVERAGE VISUAL ABILITIES:
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
 
PHYSICAL STRENGTH:
Sitting and standing. Exerts up to 50 lbs. of force occasionally.
 
WORKING CONDITIONS
NONE: No hazardous or significantly unpleasant conditions. (Such as in a typical office.) Travel may be required for training and replacement coverage purposes.
 
 
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
 
REASONING ABILITY:&nbsp;
<ul>
<li>Ability to deal with a variety of variables under only limited standardization.</li>
<li>Able to interpret various instructions.</li>
</ul>
MATHEMATICS ABILITY:
Ability to perform basic math skills, use decimals to compute ratios and percentages.&nbsp;&nbsp;
 
LANGUAGE ABILITY:
<ul>
<li>Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.</li>
<li>Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.</li>
<li>Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.</li>
</ul>
 
 
INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed job descriptions are an integral part of any effective compensation system.
 
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
 
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
 
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
 
 
Compensation details: 19.23-24.04 Hourly Wage
 
PIfd2c126d85da-25405-38623736

MEMBER RELATIONSHIP SPECIALIST (Petoskey - South)

<h3>Job Description</h3>
Job Description
Job Description:The objective of this position is to acquire new business as well as becoming an Auto and Home insurance specialist. This position includes conducting Simple Conversations, Needs Analysis and Insurance &amp; Financial Reviews with new / existing customers. In addition, you will help originate business and conduct onboarding appointments with new customers. This is a brief overview and other duties may be assigned based on insurance knowledge, experience and ability.
Experience and Knowledge: Strong time management skills and a positive attitude are a must. The ability to multitask and steer the conversation in a direction you desire is also preferred. Managerial experience is not required; however, flexibility and a willingness to learn are.
Skills and Abilities:
· Positive attitude with a desire to learn more.
· A passion for helping customers solve problems.
· Self-motivated and a willingness to help team members.
· Strong time management skills and the ability to prioritize work load.
· The ability to pivot from Auto &amp; Home insurance to Life services.
· Integrity and compassion when fulfilling day-to-day office duties.
Job Related Training: All team members must be licensed in Property &amp; Casualty Insurance along with, Life &amp; Health insurance in the State of Texas. Employees will be required to complete the Agent’s Staff Training Modules within the first month of employment to receive their staff agreements.
Roles and Responsibilities: 
· Lead by example, set a positive tone for the office and fellow team members!
· Contact potential new customers and set Needs Analysis appointments for Business Development Managers.
· Originate new business through customer outreach programs.
· Maintain a customer list for on-boarding conversations.
· Manage incoming calls and process account change requests.
· Train, mentor and assist new team members.
*Additional roles may be added or removed as business needs change.
Daily Responsibility:
· Offer a variety of vehicle, home, property, life and health insurance products.
· Conduct Insurance &amp; Financial Reviews with customers.
· Increase product penetration through multi-line opportunities.
· Pilot new sales practices and programs.
· Set Simple Conversation appointments to insure a customer’s coverage gaps are mitigated.
· Complete Needs Analysis conversations with customers.
Company DescriptionMission Statement: The mission of Evan State Farm - Four Points - is a customer-first insurance agency that will help manage the risks of everyday life for your family and small business. When the unexpected occurs, we want to be the first you call for help! Through our tenacious desire to serve our community and build strong relationships, our team will rise to meet the needs of customers. Vision Statement : ONE State Farm, together we are passionate about helping customers manage the risks of everyday life, recover from the unexpected and realize their financial dreams. Our Values: We believe quality relationships are cultivated through integrity, transparency and respect. As a result, our success as an agency is built on the positive footprint we have on our customers and community. 
<h3>Company Description</h3>
Mission Statement: \r\n\r\nThe mission of Evan State Farm - Four Points - is a customer-first insurance agency that will help manage the risks of everyday life for your family and small business. \r\n\r\nWhen the unexpected occurs, we want to be the first you call for help!\r\n\r\nThrough our tenacious desire to serve our community and build strong relationships, our team will rise to meet the needs of customers. \r\n\r\n\r\nVision Statement : \r\n\r\nONE State Farm, together we are passionate about helping customers manage the risks of everyday life, recover from the unexpected and realize their financial dreams. \r\n\r\nOur Values: \r\n\r\nWe believe quality relationships are cultivated through integrity, transparency and respect. As a result, our success as an agency is built on the positive footprint we have on our customers and community.

State Farm Agent Team Member - Insurance Specialist

<h3>Job Description</h3>
Job Description
Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. 
Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: 
<ul>
<li>Full-time employees receive 100% paid health, dental &amp; vision insurance</li>
<li>Earn incentives up to 15%, depending on position</li>
<li>401K plan with employer matching funds up to 5%</li>
<li>Profit Sharing</li>
<li>Tuition reimbursement</li>
<li>Gym membership reimbursement</li>
<li>Paid time off for holidays, vacation, and sick days</li>
<li>Credit Union West membership and discounts</li>
</ul>
 
Be part of our award-winning team!
 
This position is based out of our Cottonwood Branch but will require 5 weeks of full-time training at our corporate office in Glendale, AZ. 
 
Position Summary
Enhances the quality of life for our members by embracing the organization’s mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding.
Essential Functions &amp; Additional Responsibilities
60% - Sales and Service – Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, auto, and home equity. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.
 
25% - New Account and Member Maintenance – Opens, maintains, and closes a wide variety of membership accounts including but not limited to: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed.
10% - Resource and Branch Support – Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed.
 
5% - Performs other duties as assigned.
 
Education:
A high school diploma or G.E.D.
 
Experience:
A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday – Saturday 8am to 6pm. NMLS required. Bilingual preferred.
 
Skills &amp; Competencies
• Live the mission, vision, and core values of the credit union.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization’s Employee Handbook and policies.
• Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets &amp; Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Member Loan Specialist

<h3>Job Description</h3>
Job Description
Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. 
Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: 
<ul>
<li>Full-time employees receive 100% paid health, dental &amp; vision insurance</li>
<li>Earn incentives up to 15%, depending on position</li>
<li>401K plan with employer matching funds up to 5%</li>
<li>Profit Sharing</li>
<li>Tuition reimbursement</li>
<li>Gym membership reimbursement</li>
<li>Paid time off for holidays, vacation, and sick days</li>
<li>Credit Union West membership and discounts</li>
</ul>
 
Be part of our award-winning team!
 
 
 
Position Summary
Enhances the quality of life for our members by embracing the organization’s mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports teller operations, opening of consumer and business new accounts, account maintenance and consumer personal and real estate loan applications and funding.
 
Essential Functions &amp; Additional Responsibilities
50% - Sales and Service – Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, auto, and home equity. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.
 
25% - New Account and Member Maintenance – Opens, maintains, and closes a wide variety of membership accounts including but not limited to: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services.
 
20% - Teller and Branch Support – Efficiently and accurately processes transactions in a friendly manner. Maintains proper security controls and uses sound judgment to place check holds. Follows member identification procedures and asks questions to mitigate fraud. Uses good judgment to provide overrides within permission authority. Responsible for individual cash drawer balancing and assisting with daily branch balancing activities. Acts as a support resource for other team members. Completes assigned auditing, ordering and vault related responsibilities.
 
5% - Performs other duties as assigned.
 
Education:
A high school diploma or G.E.D.
 
Experience:
A minimum of 1-3 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday – Saturday 8am to 6pm. NMLS required. Bilingual preferred.
 
Skills &amp; Competencies
• Live the mission, vision, and core values of the credit union.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization’s Employee Handbook and policies.
• Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets &amp; Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Member Service Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
POSITION TITLE: Member Relationship Specialist
DEPARTMENT: Operations
CLASSIFICATION: Non-Exempt
APPROVED BY: CEO
POSITION REPORTS TO: Branch Manager
POSITIONS SUPERVISED: None
WAGE GRADE: 7
WAGE RANGE: $19.23 - $24.04
 
 
 
POSITION PURPOSE
The Member Relationship Specialist is the first point of contact, problem resolution and responsible for creating a “wowing” first impression to existing and prospective members. Responsible for account openings, changes and closings, lending applications and support, and research and resolution of complex problems. Applies working knowledge to educate existing and prospective members on products and services to meet their current and future financial needs. Ensures members are promptly and professionally served.
 
 
ESSENTIAL FUNCTIONS AND BASIC DUTIES
 
Assumes responsibility for ensuring and performing efficient, effective, and professional MRS operations.
<ul>
<li>Responsible for account maintenance, opening new accounts (consumer, defined, and business), closing accounts, originating loan applications, processing loan closings</li>
<li>Answers questions and solves problems for members by active listening, collecting data, securing answers and delivering solutions to the member. Resolves member account reconciliation problems.&nbsp;&nbsp;&nbsp;</li>
<li>Assists with complex transactions, cashier's checks, money orders, gift/travel cards, instant issue cards, and maintenance of certificate shares</li>
<li>Assists in maintaining an inventory of cashier's checks, money orders, gift/travel cards.&nbsp;</li>
<li>Assists with balancing the vault, ITMs, coin machines&nbsp;</li>
<li>Answers questions regarding IRAs and HSAs</li>
<li>Acts as a liaison between members and the ITMs</li>
</ul>
 
Effectively ensures optimal team performance.
<ul>
<li>Supports leadership to personnel through effective delegation and communication.&nbsp;&nbsp;</li>
<li>Shares knowledge with team regarding policy, procedure, service and product offerings. Assists new employees.</li>
<li>Provides support and suggestions for improvement in performance, process and efficiencies.&nbsp;</li>
<li>Assists and supports the team and peer departments, as needed.</li>
</ul>
 
Assumes responsibility for establishing and maintaining effective communication and coordination with team personnel and with management.
<ul>
<li>Keeps management informed of area activities and of any significant problems. Provides suggestions for improved product, service or process.</li>
<li>Completes all required reports and related documents, including but not limited to branch audits, membership cards, CTRs, etc. Responsible for ensuring documents are completed accurately and promptly.</li>
<li>Attends meetings as required.</li>
</ul>
 
Assumes responsibility for establishing and maintaining effective communication and coordination with members, area personnel and with management.
<ul>
<li>Responds to members in a courteous, professional and timely manner, providing prompt, accurate and efficient service.</li>
<li>Maintains regular contact with other departments to obtain information and/or to correct transactions.</li>
<li>Assists Deposit Operations personnel as needed</li>
<li>Ensures the Credit Union’s professional reputation is projected and maintained</li>
<li>Keeps executive management informed of area activities and of any significant problems.&nbsp;</li>
<li>Attends and participates in meetings as required.</li>
</ul>
 
Assumes responsibility for related duties as required or assigned.
<ul>
<li>Ensures work areas and equipment are clean and well maintained.</li>
<li>Performs procedures for opening and closing of operations, including vault, alarm, and door duties.&nbsp;</li>
<li>Provide replacement MRS coverage as needed.</li>
<li>Performs related administrative and lending functions as required.</li>
<li>Comply with the U.S. Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures.</li>
<li>Comply with the Gramm-Leach Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, Systems and locations.</li>
</ul>
 
PERFORMANCE MEASUREMENTS
<ul>
<li>MRS functions are efficiently, accurately, and effectively performed in accordance with established policies and standards.&nbsp;&nbsp;</li>
<li>Safety and security procedures are understood and adhered to by all MRS’s</li>
<li>Accurate balancing, reporting and compliance with transaction policy and credit union standards.</li>
<li>Good business relations exist with members. Members' problems or questions are courteously and promptly resolved.</li>
<li>Good working relationships and coordination exist with area personnel and with management. Management is appropriately informed of area activities.</li>
<li>Required reports and records are accurate, complete, and timely</li>
<li>The Credit Union’s professional reputation is maintained and conveyed.</li>
<li>Good working relationships, DEI and collaborative initiatives exist with credit union personnel.</li>
</ul>
 
Requirements:
QUALIFICATIONS
EDUCATION/CERTIFICATION:&nbsp;
High school graduate or equivalent required.&nbsp;
REQUIRED KNOWLEDGE:&nbsp;
<ul>
<li>A thorough knowledge of member service, cross-selling and branch operations.</li>
<li>Understanding of Credit Union operations, including opening and closing accounts, loans,</li>
<li>IRA, HSA, and certificate procedures.</li>
<li>Understanding of Credit Union philosophy.</li>
<li>Knowledge of basic accounting.</li>
</ul>
 
EXPERIENCE REQUIRED:&nbsp;
Minimum of two years in member service or sales experience preferred, ideally in a financial institution&nbsp;
 
SKILLS/ABILITIES:
<ul>
<li>Excellent communication, listening and problem-solving skills.</li>
<li>Training and leadership abilities preferred</li>
<li>Professional appearance, dress, and attitude.</li>
<li>Solid math skills.</li>
<li>Ability to operate related computer software, and business equipment including 10-key, money counters, and telephone.</li>
</ul>
 
 
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
 
FINGER DEXTERITY:&nbsp;
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
 
TALKING:&nbsp;
Especially where one must frequently convey detailed or important instructions or ideas accurately and quickly.&nbsp;
 
AVERAGE HEARING:
Able to hear average or normal conversations and receive ordinary information.
 
REPETITIVE MOTIONS:&nbsp;
Movements frequently and regularly required using the wrists, hands, and/or fingers.
 
AVERAGE VISUAL ABILITIES:
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
 
PHYSICAL STRENGTH:
Sitting and standing. Exerts up to 50 lbs. of force occasionally.
 
WORKING CONDITIONS
NONE: No hazardous or significantly unpleasant conditions. (Such as in a typical office.) Travel may be required for training and replacement coverage purposes.
 
 
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
 
REASONING ABILITY:&nbsp;
<ul>
<li>Ability to deal with a variety of variables under only limited standardization.</li>
<li>Able to interpret various instructions.</li>
</ul>
MATHEMATICS ABILITY:
Ability to perform basic math skills, use decimals to compute ratios and percentages.&nbsp;&nbsp;
 
LANGUAGE ABILITY:
<ul>
<li>Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.</li>
<li>Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.</li>
<li>Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.</li>
</ul>
 
 
INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed job descriptions are an integral part of any effective compensation system.
 
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
 
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
 
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
 
 
Compensation details: 19.23-24.04 Hourly Wage
 
PIf487a517bcd6-25405-38623736

<h3>Job Description</h3>
Job DescriptionDescription:
POSITION TITLE: Member Relationship Specialist
DEPARTMENT: Operations
CLASSIFICATION: Non-Exempt
APPROVED BY: CEO
POSITION REPORTS TO: Branch Manager
POSITIONS SUPERVISED: None
WAGE GRADE: 7
WAGE RANGE: $19.23 - $24.04
 
 
 
POSITION PURPOSE
The Member Relationship Specialist is the first point of contact, problem resolution and responsible for creating a “wowing” first impression to existing and prospective members. Responsible for account openings, changes and closings, lending applications and support, and research and resolution of complex problems. Applies working knowledge to educate existing and prospective members on products and services to meet their current and future financial needs. Ensures members are promptly and professionally served.
 
 
ESSENTIAL FUNCTIONS AND BASIC DUTIES
 
Assumes responsibility for ensuring and performing efficient, effective, and professional MRS operations.
<ul>
<li>Responsible for account maintenance, opening new accounts (consumer, defined, and business), closing accounts, originating loan applications, processing loan closings</li>
<li>Answers questions and solves problems for members by active listening, collecting data, securing answers and delivering solutions to the member. Resolves member account reconciliation problems.&nbsp;&nbsp;&nbsp;</li>
<li>Assists with complex transactions, cashier's checks, money orders, gift/travel cards, instant issue cards, and maintenance of certificate shares</li>
<li>Assists in maintaining an inventory of cashier's checks, money orders, gift/travel cards.&nbsp;</li>
<li>Assists with balancing the vault, ITMs, coin machines&nbsp;</li>
<li>Answers questions regarding IRAs and HSAs</li>
<li>Acts as a liaison between members and the ITMs</li>
</ul>
 
Effectively ensures optimal team performance.
<ul>
<li>Supports leadership to personnel through effective delegation and communication.&nbsp;&nbsp;</li>
<li>Shares knowledge with team regarding policy, procedure, service and product offerings. Assists new employees.</li>
<li>Provides support and suggestions for improvement in performance, process and efficiencies.&nbsp;</li>
<li>Assists and supports the team and peer departments, as needed.</li>
</ul>
 
Assumes responsibility for establishing and maintaining effective communication and coordination with team personnel and with management.
<ul>
<li>Keeps management informed of area activities and of any significant problems. Provides suggestions for improved product, service or process.</li>
<li>Completes all required reports and related documents, including but not limited to branch audits, membership cards, CTRs, etc. Responsible for ensuring documents are completed accurately and promptly.</li>
<li>Attends meetings as required.</li>
</ul>
 
Assumes responsibility for establishing and maintaining effective communication and coordination with members, area personnel and with management.
<ul>
<li>Responds to members in a courteous, professional and timely manner, providing prompt, accurate and efficient service.</li>
<li>Maintains regular contact with other departments to obtain information and/or to correct transactions.</li>
<li>Assists Deposit Operations personnel as needed</li>
<li>Ensures the Credit Union’s professional reputation is projected and maintained</li>
<li>Keeps executive management informed of area activities and of any significant problems.&nbsp;</li>
<li>Attends and participates in meetings as required.</li>
</ul>
 
Assumes responsibility for related duties as required or assigned.
<ul>
<li>Ensures work areas and equipment are clean and well maintained.</li>
<li>Performs procedures for opening and closing of operations, including vault, alarm, and door duties.&nbsp;</li>
<li>Provide replacement MRS coverage as needed.</li>
<li>Performs related administrative and lending functions as required.</li>
<li>Comply with the U.S. Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures.</li>
<li>Comply with the Gramm-Leach Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, Systems and locations.</li>
</ul>
 
PERFORMANCE MEASUREMENTS
<ul>
<li>MRS functions are efficiently, accurately, and effectively performed in accordance with established policies and standards.&nbsp;&nbsp;</li>
<li>Safety and security procedures are understood and adhered to by all MRS’s</li>
<li>Accurate balancing, reporting and compliance with transaction policy and credit union standards.</li>
<li>Good business relations exist with members. Members' problems or questions are courteously and promptly resolved.</li>
<li>Good working relationships and coordination exist with area personnel and with management. Management is appropriately informed of area activities.</li>
<li>Required reports and records are accurate, complete, and timely</li>
<li>The Credit Union’s professional reputation is maintained and conveyed.</li>
<li>Good working relationships, DEI and collaborative initiatives exist with credit union personnel.</li>
</ul>
 
Requirements:
QUALIFICATIONS
EDUCATION/CERTIFICATION:&nbsp;
High school graduate or equivalent required.&nbsp;
REQUIRED KNOWLEDGE:&nbsp;
<ul>
<li>A thorough knowledge of member service, cross-selling and branch operations.</li>
<li>Understanding of Credit Union operations, including opening and closing accounts, loans,</li>
<li>IRA, HSA, and certificate procedures.</li>
<li>Understanding of Credit Union philosophy.</li>
<li>Knowledge of basic accounting.</li>
</ul>
 
EXPERIENCE REQUIRED:&nbsp;
Minimum of two years in member service or sales experience preferred, ideally in a financial institution&nbsp;
 
SKILLS/ABILITIES:
<ul>
<li>Excellent communication, listening and problem-solving skills.</li>
<li>Training and leadership abilities preferred</li>
<li>Professional appearance, dress, and attitude.</li>
<li>Solid math skills.</li>
<li>Ability to operate related computer software, and business equipment including 10-key, money counters, and telephone.</li>
</ul>
 
 
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
 
FINGER DEXTERITY:&nbsp;
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
 
TALKING:&nbsp;
Especially where one must frequently convey detailed or important instructions or ideas accurately and quickly.&nbsp;
 
AVERAGE HEARING:
Able to hear average or normal conversations and receive ordinary information.
 
REPETITIVE MOTIONS:&nbsp;
Movements frequently and regularly required using the wrists, hands, and/or fingers.
 
AVERAGE VISUAL ABILITIES:
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
 
PHYSICAL STRENGTH:
Sitting and standing. Exerts up to 50 lbs. of force occasionally.
 
WORKING CONDITIONS
NONE: No hazardous or significantly unpleasant conditions. (Such as in a typical office.) Travel may be required for training and replacement coverage purposes.
 
 
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
 
REASONING ABILITY:&nbsp;
<ul>
<li>Ability to deal with a variety of variables under only limited standardization.</li>
<li>Able to interpret various instructions.</li>
</ul>
MATHEMATICS ABILITY:
Ability to perform basic math skills, use decimals to compute ratios and percentages.&nbsp;&nbsp;
 
LANGUAGE ABILITY:
<ul>
<li>Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.</li>
<li>Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.</li>
<li>Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.</li>
</ul>
 
 
INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed job descriptions are an integral part of any effective compensation system.
 
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
 
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
 
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
 
 
Compensation details: 19.23-24.04 Hourly Wage
 
PIc7a186227d3d-25405-38623736

<h3>Job Description</h3>
Job DescriptionDescription:
As a not-for-profit community institution, InTouch Credit Union operates branches across Texas, Nevada, and Michigan, proudly serving over 86,000 members in the United States and in more than 20 countries worldwide for over five decades. We are currently seeking a full-time Member Relationship Specialist to join our dynamic Branch Operations team.
 
Pay Range
<ul>
<li>Our ideal candidate will make $22.28 to $23.51 for this role.</li>
</ul>
Education
<ul>
<li>High school degree or equivalent</li>
</ul>
Experience
<ul>
<li>A minimum two (2) years of sales and service experience in a retail or financial institution environment, required.</li>
<li>Experience utilizing digital banking tools required.</li>
</ul>
All offers for employment with InTouch Credit Union are contingent upon the candidate completing a credit check, pre-employment drug screen and the submission of fingerprints in accordance with state and federal law.
Requirements:
<ul>
<li>Required Availability: Monday–Friday, 8:15am–5:15pm with Rotating Saturdays, 8:45am–12:45pm. Number of Saturdays worked may increase based on business needs.</li>
<li>Ability to make personal connections, engage with and educate members, ask open-ended questions and use active listening skills to establish trust and build lasting member relationships.</li>
<li>Knowledge of all financial regulations including Federal Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Reg CC- Funds Availability, USA PATRIOT Act, etc.</li>
<li>Knowledge of digital banking solutions and technology-enabled services.</li>
<li>Demonstrative experience to meet and exceed sales goals.</li>
<li>Demonstrate excellent communication skills, both in-person and across digital platforms.</li>
<li>Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.</li>
</ul>

14,898 Member Services Specialist Jobs