Digital Onboarding Specialist

JOB REQUIREMENTS: Description The Digital Onboarding Specialist delivers
top-notch service to Summit Credit Unions new members by engaging in
significant discussions about a variety of products and services,
including deposit accounts, crafting loan solutions, and handling phone
inquiries. They aim to enhance members financial well-being and make
decisions that benefit the members while considering the credit unions
interests. Expected Outcomes New members are onboarded successfully and
receive exceptional service that creates loyalty and builds long-term
relationships with the goal to enhance the members financial
situation. Members receive expert advice on the right solutions for
their lending needs. Adherence to established multi-factor
authentication procedures reduces the risk of fraud. Service and sales
metrics are achieved by implementing structured curriculum, coaching,
and feedback. Involvement in departmental initiatives result in
enhancements to overall departmental operations. Professional
development efforts lead to career enrichment. The credit union is in
compliance with all requirements of BSA, OFAC, and the USA Patriot
Act/Customer Identification Act (CIP). Capability Requirements High
school diploma or equivalent. Minimum two years lending experience
required. Sales experience required. Professional well developed written
and interpersonal communication skills essential for interacting with
members and co-workers. Knowledge of deposit accounts and loan products.
Ability to adapt and respond to changing situations and multiple
priorities in a fast-paced work environment. Working knowledge of basic
business math, including ability to perform dividend, interest, payoff,
equity, and certificate penalty calculations. Ability to accept loan
applications and payments and perform routine maintenance on basic
consumer loans. Must have or be able to attain a Nationwide Mortgage
Licensing System (NMLS) number. Why Summit? Voted top work place both by
Madison Magazine and WSJ Excellent health insurance 401K with match
Student loan pay back Tuition reimbursement Birthday PTO Paid volunteer
time And more At Summit we cover more ground, give more back and have
more fun. Come be a part of something bigger! At Summit Credit Union, we
are committed to providing Equal Employment Opportunity regardless of
race, color, religion, sex, age, national origin, disability, military
and veteran status, sexual orientation, gender identity, marital status
or any other characteristic protected by local, state, or federal law.
We embrace diversity and believe that inclusion is critical to our
success as a credit union. Different makes us better. Employment
decisions are made based on qualifications, merit and business need.
Equal… For full info follow application link. Summit Credit Union is
proud to be an Equal Opportunity and Affirmative Action Employer of
Veterans, Minorities and Individuals with Disabilities.
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/D9B15B66DB204262