Branch Experience Specialist - Espanola, NM at Del Norte Credit Union

Espanola, New Mexico, United States -

Full Time

Start Date

Immediate

Expiry Date

14 May, 26

Salary

22.27

Posted On

13 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cash Handling, Customer Service, Account Management, Loan Payments Processing, Cashier's Checks Issuance, Cash Balancing, Member Education, Compliance, Problem Resolution, Cross-Selling, Attention To Detail, PC Skills, 10-Key Calculator Proficiency, MS Office Proficiency, Coaching, Mentoring

Industry

Bancos

Description

Description The BXP Specialist provides professional, friendly, and efficient service to members by assisting with financial transactions and account management. Responsibilities include processing deposits, loan payments, cashier’s checks, and other account services, maintaining and balancing cash daily, and answering inquiries about products and services. The BXP Specialist promotes member education, identifies opportunities to recommend credit union solutions, and ensures compliance with regulations while contributing to the success of the branch and organization. Join Our Team at Del Norte Credit Union! We’re more than a financial institution, we’re a community. Guided by our mission of Improving Lives and vision of being Authentically New Mexico, we embrace Del Norteño Pride, reflecting our commitment to community, culture, and connection. Recently recognized as a Platinum-Level Family Friendly Business, we value People Focus, Collaboration, and Continuous Learning. Location Primary Location - Riverside Branch in Espanola, NM Must be available to cover our Northern Region. Branches for our Northern Region include Riverside and Paseo Branch in Espanola, NM, White Rock Branch in White Rock, NM and Trinity Branch in Los Alamos, NM. Essential Functions & Responsibilities: Level I & II : Assist members of the credit union with their financial needs in a professional, friendly, knowledgeable, and timely manner. Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms. Process paying and receiving transactions to include: deposits, loan payments, cashiers checks, and issuance of gift and travel cards, closing accounts, stop payments, address file maintenance, answering questions about products and services, and problem resolution. Maintain and balance operating cash daily. Maintain and balance operating cash daily Greet members/guests to establish rapport and direct to appropriate area. Promote a needs based member education culture within the branch to identify opportunities to promote credit union products and services to live DNCU’s mission of improving lives while meeting and/or exceeding established member education goals. Work effectively in a team environment contributing to the success of the branch and organization. Comply with all regulations, security procedures, and complete all mandatory annual compliance courses. Perform other related job duties as assigned. Senior: Serve as a role model and coach for proactive member service initiatives. Assist members of the credit union with their financial needs in a professional, friendly, knowledgeable, and timely manner. Support management with daily, weekly, and monthly operational tasks as well as cash and other audits. Proactively mentor, direct, and coordinate the activities of the Branch Service Specialist staff and assist the branch management team in meeting branch, organizational, operational, member education expectations. Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms. Process paying and receiving transactions to include deposits, loan payments, cashier’s checks, and issuance of gift and travel cards, closing accounts, stop payments, address file maintenance, answering questions about products and services, and problem resolution. Maintain and balance operating cash daily. Greet members/guests to establish rapport and direct to appropriate area.N0%Promotes a needs based member education culture within the branch to identify opportunities to promote credit union products and services to live DNCU’s mission of improving lives while meeting and/or exceeding established member education goals. Work effectively in a team environment contributing to the success of the branch and organization. Comply with all regulations, security procedures, and complete all mandatory annual compliance courses. Perform other related job duties as assigned. Salary Level I: $16.13 – $20.17 per hour Level II: $17.81 – $22.27 per hour New hires are typically brought in between the range minimum and maximum based on qualifications, internal equity, and budget. Performance Measurements: This role is eligible for a $1.00 per hour differential. This differential will be added to your hourly rate. If you depart this role, your hourly rate will be REDUCED by this $1.00 per hour differential. Benefits: Medical, Dental and Vision insurance. Available the first of the month following date of hire. 401(k) - Traditional or Roth Spanish Speaking Incentive Paid Time Off Eleven paid holidays/year Employer-Paid Benefits: Employee Assistance Programs (EAP), Short-Term & Long-Term disability Other great benefits: Wellness Reimbursement Plan, Educational Reimbursement Program and Development Programs. Requirements Experience: Level I: A minimum of six months of similar or related experience. Strong cash handling and customer service experience. Level II: One year to three years of similar or related experience. A minimum of two years of teller experience. Experience in multi-tasking, strong attention to detail, cross-selling, and problem resolution while providing excellent customer/member service experience. Education: A high school education or GED. Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills: Ability to handle sensitive information with complete confidentiality and professionalism Professional appearance and demeanor Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values Conduct themselves and members fairly, ethically, and with confidence Successful job performance involves meeting and/or exceeding teambuilding, interpersonal, relationship building, and technical skills outlined in other duties and responsibilities Must have good communication and PC skills Critical thinker and effective problem solver Collaborative service skills Willing and eager to exceed expectations; demonstrated excellence in all aspects of service delivery operations Demonstrated proficiency with 10-key calculator, Windows, and other MS Office products and applications Physical Requirements: This position is primarily sedentary and requires the ability to remain seated or standing for extended periods while operating a computer and other office equipment. Manual dexterity is needed for typing, using a mouse, and handling documents. The role may involve occasional reaching, bending, or manipulating objects, as well as light lifting of up to 50 pounds. Visual and auditory acuity are required for reading documents, creating content, and communicating effectively. Reasonable accommodations will be provided to enable individuals with disabilities to perform essential job functions. Work Environment The role requires occasional travel between branch locations and may include periodic extended hours to meet project deadlines or support events. Employees may experience occasional exposure to outdoor conditions while traveling.

Responsibilities

The specialist provides professional, friendly, and efficient service by assisting members with financial transactions, account management, and processing payments, while also maintaining and balancing daily operating cash. Responsibilities include promoting member education, recommending credit union solutions, and ensuring compliance with all regulations.