Job Information
WorkSource Oregon Branch Coverage Specialist in Albany, Oregon
Office/workspace location will depend on the employee\'s location. The role will cover the branches and areas throughout Oregon. Travel is required. Position Primary Purpose: This position provides exceptional customer service while assisting new and existing members. Travels to multiple branch locations to fill critical staffing needs which requires flexibility during open hours of all branches in the region. Reports to designated home branch when not providing coverage in another branch location. Responsibilities: -Handles escalated member requests and inquiries. Uses advanced problem-solving skills to negotiate an amicable outcome to the member while balancing risk and reward. -Engages members and visitors authentically through asking fact and value add questions, assessing their needs, and originating or referring appropriate product and service recommendations. -Uses internal tools to maintain complete records, track progress and seek new opportunities for learning. -Opens new accounts, processes loan applications and documents, and all other member service processes while continuing to uncover additional needs. -Handles IRA\'s, Trust Accounts, and Business Accounts. -Offers payment protection and is well versed in explaining debt cancellation options. -Follows up with members to help them build wealth and deepen relationships. -Serves as a role model of branch leadership, and can mentor, train and inspire fellow team members. -Acts as a subject matter expert for new organizational initiatives. -Assists in training of new systems/processes across branch network. -Participates in community involvement events. -All other duties as assigned. Minimum Requirements: A minimum of two (2) years\' experience in a related field, including exposure to sales, service, cash handling, consumer loans, residential, business services, and operations in a credit union or other financial institution. Education: High school diploma or equivalent required; courses related to finance would be valuable. Demonstrated Abilities: -Able to be flexible and take on a lead role in a short-staffed environment. -Demonstrated ability to connect to members and co-workers through verbal and non-verbal communications. -High level of knowledge and procedural expertise in the savings and certificate programs, loan types offered, and the features and benefits of all Credit Union services and products required. -Strong sense of organizational identity through understanding the heritage and values of the credit union. -Demonstrates ability to communicate with members in a professional manner enhancing the Credit Union\'s overall image. -Able to organize work to give prompt attention to member\'s request, while at the same time meeting deadlines for work processing. -Demonstrates skills in member-related account transactions. Ability to interpret and explain Credit Union policies and transactions posted to members\' accounts. -Demonstrated ability to identify and communicate appropriate products and services in a holistic, comprehensive manner for all member financial needs. Equal Opportunity Em