Member Help Center Financial Coach (Full Time 40 Hours)
Job DescriptionThe MHC Financial Coach (FC) delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building member relationships which includes; consumer lending, new account establishment and account servicing activities that originate through remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet their financial needs.
Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards.
Success defined by current service benchmark (such as NPS, Basic Courtesies and observation).
Assigned goals and objectives, as identified in the Success Plans, are met and/or exceeded.
Management and Partners are assisted as needed, contributing to a team atmosphere.
All activities are efficiently conducted, generally error free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls.
Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures.
Work according to schedules and department attendance guidelines.
Commit to meeting people where they are to establish relationships built on trust, empathy, and compassion.
Required Skills Must have a high school diploma or equivalent or ten (10) years equivalent work experience.
Some post-secondary education is preferred.
Customer service and lending experience within a financial institution environment preferred.
Must be able to learn and apply a variety of software applications.
Excellent member service, phone etiquette and communication (written & verbal) Recommended Skills Coaching And Mentoring Communication Customer Service Finance Financial Institution Receptive Estimated Salary: $20 to $28 per hour based on qualifications.
Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards.
Success defined by current service benchmark (such as NPS, Basic Courtesies and observation).
Assigned goals and objectives, as identified in the Success Plans, are met and/or exceeded.
Management and Partners are assisted as needed, contributing to a team atmosphere.
All activities are efficiently conducted, generally error free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls.
Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures.
Work according to schedules and department attendance guidelines.
Commit to meeting people where they are to establish relationships built on trust, empathy, and compassion.
Required Skills Must have a high school diploma or equivalent or ten (10) years equivalent work experience.
Some post-secondary education is preferred.
Customer service and lending experience within a financial institution environment preferred.
Must be able to learn and apply a variety of software applications.
Excellent member service, phone etiquette and communication (written & verbal) Recommended Skills Coaching And Mentoring Communication Customer Service Finance Financial Institution Receptive Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
