Solutions Specialist
Core
Deliver outstanding member experiences, identify financial needs, and connect members with products and services at a credit union.
Role type
Solutions Specialist (Credit Union Member Services)
Builds
Member accounts, lending products, and financial services for credit union members.
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
knowledge of credit union products, lending workflows, digital banking tools, account processing, loan application handling, member education, notary services, cash handling, ATM support, electronic services
Preferred skills
bilingual English/Spanish or English/Hmong, associate degree in business or related discipline
Technologies
Palm Authentication, electronic services
Responsibilities
Open and close accounts, process account updates and changes, complete share certificates, work with IRA and trust accounts, process loan applications, present loan options, handle savings bond redemptions, provide notary services, process deposits and withdrawals, assist with ATMs, promote and educate members on products
Seniority
Entry-level, hands-on IC