1. | Interview, hire, train, and develop the Member Engagement Supervisor, Member Solutions Specialists, and Digital Solution Specialists while motivating and managing a hybrid team to excel in both in-person and remote work environments. |
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2. | Oversee the Member Engagement Supervisor’s hiring and selection process for Member Engagement Specialist positions. Ensure the Contact Center team excels as a hybrid team in both in-person and remote work environments. |
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3. | Assist in providing courteous, prompt, professional, and accurate service and support to all members and associates through all engagement channels. |
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4. | Acquire and maintain a deep understanding of digital platforms, tools, and member engagement technology, including digital banking, AI-driven services, and online communication tools being utilized by the Contact Center, Digital Center, and our members. |
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5. | Facilitate the successful execution and attainment of the operational budget and growth plan, including budgeted loan growth, KPIs, and expense management. |
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6. | Access, review, and analyze reports regarding Contact Center & Digital Center KPIs, volume and workflow, staffing, referrals/sales, and engagements. Develops and implements recommendations to maintain or improve service and KPIs as necessary. |
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7. | Foster an atmosphere of cooperation and collaboration among employees across all departments. |
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8. | Assist with testing, maintenance, and troubleshooting of digital systems related to the Contact Center, Digital Center, and members. |
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9. | Keep management, staff and supervisor informed of department activities and employee job performance. Create and manage processes within the departments to streamline operations. |
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10. | Perform functions relating to loan services which include providing information about the services, interviewing applicants, determining collateral needs and payment plans, reviewing, underwriting, processing, decisioning, and closing loan applications. |
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11. | Approve loans up to authorized level, prepare all loan documents, schedule appointments, disburse funds, and mail notices following federal and state laws, regulations as well as Credit Union policies. |
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12. | Answer questions and provide information about first and second mortgages. Assist members with application process to ensure completeness. |
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13. | Participate in training and professional development activities to acquire and maintain standards established by the credit union. This could include attending conferences, seminars and workshops as directed by management. |
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14. | Develop and grow the ongoing digital transformations of the Digital Center and Contact Center departments. |
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15. | Assist with researching and developing solutions that maintain or create department efficiencies. |
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16. | Manage, coordinate, and recommend purchase of equipment and supplies. |
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17. | Travel to attend meetings, conferences, seminars, workshops relevant to the role. |
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18. | Participate in training and professional development activities to acquire and maintain standards established by the credit union. This could include attending conferences, seminars, and workshops as directed by management. |
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19. | Develop and maintain comprehensive knowledge of all credit union products, account structures and fees. Maintain knowledge of all relevant policies, procedures and guidelines set forth by the credit union, e.g. Security; Bank Secrecy Act; Identity Theft and Red Flags; Check Cashing and Holds; Confidentiality; etc |
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20. | Maintain a current understanding of lending regulations including, but not limited to, Truth in Lending, Fair Lending, RESPA, HMDA, FCRA and the SAFE Act. In addition, maintain eligibility and registrations necessary to underwrite loans. |
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