Digital Engagement Specialist

At Blue, we discover pathways to realize your possibilities! Our Digital Engagement Specialist within the Member Relationship Contact Center interacts with members through the various digital and remote channels such as chat, Video Teller Machine (VTM), email, secure messaging or other digital platforms. The role will be involved and accountable for helping the credit union maximize growth and revenues, by consistently delivering exceptional experiences.

Major Duties and Responsibilities

• Professionally respond to and resolve inquiries to incoming requests through video teller machine (VTM), email, chat, secure messaging, text, or other digital platforms. Utilizes advanced problem solving and decision-making skills. Promptly, accurately, and efficiently assist with monetary transactions, account inquiries, research, maintenance, disputes, and non-monetary transactions. Ensure proper identification is presented for appropriate transactions. Maintain a high degree of member confidentiality and manage risk appropriately. Supports Credit Union growth by recognizing opportunities to promote Credit Union products and services to meet members’ needs and takes ownership over issues within your authority for online service channels such as mobile banking, money mover, and Billpay.
• Operate in an organized, detail-oriented fashion performing operational tasks while responding promptly to member inquiries and requests demonstrating accuracy and commitment to the member base. Able to quickly pivot from one task to another and handle multiple incoming requests, meeting established service level agreements. Work across a broad range of platforms with ease, including but not limited to chat, ticketing software, teller software, Teams, etc. Completes required teller reports and end of shift work
• Listens and responds to members situations or complaints utilizing credit union service skills; offers solutions and if unable to resolve guides members to the appropriate staff or management for assistance. Maintains a thorough knowledge of the features and benefits of all Credit Union products and services to deepen member relationships. Identifies and recommends products /services best suited for potential and existing members and refers to appropriate staff.
• Completes all required quarterly /annual product knowledge exams and mandatory trainings. Participates in all Wednesday meetings/meetings and sales & service development activities.
• Must comply with all company 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.

 

Knowledge and Skills

Experience

1-3 years with a proven track record in a sales environment, consistently meeting or exceeding goals and objectives, operating in a consultative framework or related experience in a financial organization. Displays passion, commitment, and drive to deliver the best solutions that improve the financial circumstances of our members. Familiarity in time management techniques to prioritize workflow to create a dynamic experience for the member, and work with efficiency delivering consistent productivity.

Education/Certifications/Licenses

A high school degree or equivalent, degree preferred. Spanish Speaking Preferred.

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

FULL TIME POSITION

Starting Range: $17.88 - $20.03

Full Range: $17.23 - $25.85

ADA Requirements

Physical Requirements

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. 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 or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditi