Digital Relationship Specialist (On-site)

Description

Role

The Virtual Relationship Specialist will play a pivotal role in delivering outstanding service to our valued members. The Specialist will be responsible for offering comprehensive assistance across a variety of credit union services and providing tailored advice to optimize the utilization of our products to meet our members financial needs.

Major Duties and Responsibilities

30%

Assists members with online account opening and maintenance, not limited to but including obtaining appropriate documentation and following through with opening process until completion.

20%

Assist with various member service-related requests, not limited to but including managing outgoing wires, responding to secured messaging.

20%

Review mobile deposits for acceptance and accuracy; release mobile deposit check holds and/or reject mobile deposits as needed.

15%

Assist other departments and branches with transactions as needed, provide support for the department and peers in fulfilling member requests. Provide support with services such as check orders, address changes, etc.

15% 

Strive to minimize wait times and ensure efficient resolution of member inquiries.

Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Other duties, as assigned.

Houston Police Credit Union is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.

Requirements

Knowledge and Skills

EXPERIENCE

At least 1 year of prior credit union experience.

EDUCATION/CERTIFICATIONS/LICENSES

A high school degree or GED is required.

INTERPERSONAL SKILLS

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

ADA Requirements

PHYSICAL REQUIREMENTS

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

WORKING CONDITIONS

Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS 

Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.