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Whitefish Credit Union Digital Services Representative III in Kalispell, Montana

Position Title : Digital Services Representative III

Organizational Relationships : Reports to Vice President of Digital Services

Supervisory Responsibilities: None

General Function: Serve as professional, knowledgeable and friendly “voice” of Whitefish Credit Union. Receive incoming calls and determine the products, services or resources that the member either requires or from which the member could benefit. Provide direct support services to members and potential members, and if unable to provide direct support, connect them with the appropriate WCU staff representative Assists and supports Digital Services Manager and VP of Digital Services with other tasks as assigned. Reports to Vice President of Digital Services.

Position Functions:

  • Answer inbound calls, determining the needs of the caller, and verify the caller’s identity, minimizing the caller’s time and effort in resolving their concern

  • Assist with escalated calls as needed

  • Be knowledgeable of all aspects of the Digital Services Department through cross training. Utilize this training and become a resource for the DSR Is and DSR IIs, as well as others

  • Identify products/services that might be beneficial to members and provide information about their value and benefit.

  • Perform teller functions for members (i.e. transfer funds between accounts and/or loan, stop payments, close and reorder debit cards, provide balances and last five transactions, reissue and reset pin numbers, process loan or credit card payments, etc.) to assure member’s needs are addressed in a polite and friendly manner.

  • Preform intermediary member transactions and tasks

  • Complete assigned tasks to the quality, quantity and deadlines as assigned.

  • Maintain knowledge base to ensure all tasks assigned are in compliance with internal polices and regulations

  • Help with system and product testing as assigned

  • Assist and support Digital Services Manager and/or VP of Digital Services with other tasks as assigned.

  • Complete end of month reporting timely as assigned.

  • Cross-sell online banking and online bill pay services and assist members in online banking enrollment and understanding the e-statement process.

  • Monitor and process loan payoff information and provide this communication to dealerships and insurance companies in an accurate and timely manner.

  • Assist other departments and branches with transactions as needed, provide support for the collections department and branch managers in fulfilling member requests and merchant verifications.

  • Serve as a role model for the Digital Service Representative I and Digital Service Representatives IIs with regards to effective communication, respect for others, ability to work with others and dedication to not only the Digital Services Department, but the organization.

  • Must comply with all Whitefish Credit Union 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.

  • Perform all tasks and projects as assigned by Digital Services supervisor(s).

  • Self-monitor to ensure timeliness and accuracy of work.

  • Follow all Whitefish Credit Union Employee Handbook parameters.

  • Follow all Whitefish Credit Union policies and procedures as well as Federal and State guidelines.

  • Report to work on time and as scheduled.

  • Protect Member and Whitefish Credit Union confidential information.

  • Perform other duties as assigned.

    Position Requirements:

  • Ability to communicate effectively verbally, with both courtesy and tact, with Supervisor, President / CEO, Members, Volunteers, Co-Workers and Senior Management Team.

  • Ability to read and follow written instructions.

  • Ability to lift up to 10 lbs., with or without accommodation.

  • Ability to sit for prolonged periods of time over the course of an 8-hour day.

  • Ability to work both independently and within a team environment.

  • Ability to deal calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization.

  • Ability to demonstrate highest levels of member service and discretion when dealing with the public.

  • Ability to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and / or fast pace.

  • Ability to effectively handle multiple, simultaneous, and changing priorities.

  • Ability to exercise highest level of discretion on both internal and external confidential matters.

    Required Education and Experience:

  • A high school degree or equivalent

  • A minimum of one year up to three years of similar or related experience, including preparatory experience.

    This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.

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