Digital Accounts Specialist

Lafayette Federal Credit Union is a recognized employer committed to excellence and community service. They are seeking a Digital Accounts Specialist to serve as the first point of contact for membership-related inquiries, assist members on their financial journeys, and ensure the accurate processing of account applications and maintenance activities.

Responsibilities

• Handling new account applications, ensuring that accounts are opened in accordance with established procedures
• Accurately completing tasks, transactions and account maintenance actions with technology and tools
• Performing onboarding tasks to set the stage for membership, meeting objectives for sales / referrals goals to include checking accounts, certificates, direct deposits, investments, lending and other products & services
• Understanding a member’s financial goals and identifying the cross-sell opportunities to benefit them
• Driving member retention and increases the percentage of members that utilize Lafayette Federal as their primary financial institution
• Communicating with members in a professional and empathetic manner, achieving member satisfaction scores that meet set targets
• Ensuring onboarding satisfaction for members
• Providing feedback on experiences and is innovative with suggestions for improvement to processes
• Coordinating with the New Accounts Supervisor and other employees within the department to ensure high levels of member satisfaction

Skills

• A day in the life of a Digital Accounts Specialist includes: Account Openings - Handling new account applications, ensuring that accounts are opened in accordance with established procedures. Accurately completing tasks, transactions and account maintenance actions with technology and tools
• Relationship-Building - Performing onboarding tasks to set the stage for membership, meeting objectives for sales / referrals goals to include checking accounts, certificates, direct deposits, investments, lending and other products & services. Understanding a member's financial goals and identifying the cross-sell opportunities to benefit them. Driving member retention and increases the percentage of members that utilize Lafayette Federal as their primary financial institution
• Member Service - Communicating with members in a professional and empathetic manner, achieving member satisfaction scores that meet set targets. Ensuring onboarding satisfaction for members
• Collaboration – Providing feedback on experiences and is innovative with suggestions for improvement to processes. Coordinating with the New Accounts Supervisor and other employees within the department to ensure high levels of member satisfaction
• Proven experience in similar or related positions
• Customer service experience required
• High School education or GED
• 1+ years of prior credit union or banking experience preferred
• Knowledge and experience of account opening activities and processes preferred
• Sales experience beneficial

Benefits

• POSITION IS HYBRID.
• Professional development, training, and certification is a priority for our employees.
• We want you to reach your career goals and provide support that leads to opportunities of advancement within the industry.
• Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer*EOE/AA/DISABILITY/VETERAN

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