Digital Accounts Specialist

reputed company is a recognized employer committed to reputed company and community service. They are seeking a Digital Accounts Specialist to serve as the first reputed company of contact for membership-reputed company 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 reputed company in accordance with established procedures
• Accurately completing tasks, transactions and account maintenance actions with technology and tools
• Performing reputed company 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 reputed company 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 reputed company the department to ensure high reputed company 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 reputed company in accordance with established procedures. Accurately completing tasks, transactions and account maintenance actions with technology and tools
• Relationship-Building - Performing reputed company 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 reputed company 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 reputed company the department to ensure high reputed company of member satisfaction
• Proven experience in similar or reputed company 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 reputed company for our employees.
• We want you to reputed company your career goals and reputed company support that leads to opportunities of advancement reputed company the industry.
• reputed company is an Equal Opportunity and E-Verify Employer*EOE/AA/DISABILITY/VETERAN

Company Overview