Community Financial: We Create Belonging!
Would you like to be part of an organization that believes in being passionate about what you do?
Be a part of a team that cares relentlessly about our members and the communities we serve.
Join the CFCU team where we put our members and our team members first!
Compensation for this position starts at $31.49 hourly and may increase with relevant work experience and transferrable skills
Position Summary:
Community Financial Credit Union (CFCU) improves lives and strengthens communities by living our vision to be your truly local financial partner of choice, committed to inclusive and authentic relationships. Ensure that the member and employee experience is personal and simple. Share your passion for our members by delivering personal service by listening, guiding, nurturing and caring. Be a proud ambassador of CFCU including promoting and delivering on the goal of our Member Experience Manifesto to live our values-based banking philosophy by transforming banking to improve lives and strengthen communities.
In our Flex Offices, we will provide a member-centric, community-focused environment. You'll be at the forefront of community development, and will demonstrate adaptability and passion for people. You'll be an advocate for community engagement and a voice for the member experience.
The Team Lead/Concierge is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Flex office team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen member relationships.
Essential Functions and Responsibilities:
The minimum requirement for any team member of our company is to work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with Equal Employment Opportunity standards and regulations. We also require, as a minimum standard, that all team members have the ability to accept direction and constructive criticism from supervisors and managers.
Take full ownership of members' problems to resolve member complaints/issues promptly and effectively to ensure complete member satisfaction with resolution.
Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members.
Exhibits strong experience skills, presenting products and services while proactively educating members on utilizing available access channels (ex: ATM, Online, Mobile, etc.).
Act as a subject matter expert for the flex office and remain flexible in position based on coverage needs.
Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and member-first culture.
Provide exceptional service delivery to our internal and external members to resolve account service issues and respond to member inquiries promptly and effectively.
Is knowledgeable about the member's accounts and business with the credit union and uses sound judgment with customers and transactions.
Energetically greet and interact with members on the credit union floor to proactively identify and address member sales and service needs; appropriately convert service requests into solutions and referrals
Required to approach and engage members in the flex office lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the members. Exhibits lively curiosity, thoughtfulness, and empathy.
Ability to use the various marketing tools and digital technology available in the flex office to present product offers and financial solutions to existing and potential members (e.g. sales wall, tablet, smart phone, workbench, tablets, etc.)
Connect members to the appropriate internal partners as necessary.
Recognize transaction needs of members, direct them to the alternative self-service channels and provide assistance with self-service as needed.
Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, etc.)
Engage members by welcoming them with a warm friendly smile, lively and confident demeanor, using the member's name, whenever possible, and thanking them for doing business with CFCU.
Executes financial transactions in accordance with credit union policies and procedures while maintaining an acceptable record in daily drawer balancing
Listens carefully and empathetically to the client and willingly assists with any questions or problems the member may have.
Ensures that all needs are met before concluding the transaction, making the member feel his/her time is being valued without being rushed
Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well.
Create a warm, welcoming and friendly environment for members and team members by fostering teamwork in the flex office to ensure a positive overall member experience.
Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and referral (including opening accounts, credit cards, etc.) routines to deepen member relationships.
Adheres to and comply with CFCU policies, standards, and operational controls, including legal, corporate, and... For full info follow application link.
Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.
