Digital Accounts Specialist at Lafayette Federal Credit Union

Rockville, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Sep, 26

Salary

55000.0

Posted On

09 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Opening, Customer Service, Sales, Relationship Building, Fraud Mitigation, Cross-selling, Member Retention, Account Maintenance, Professional Communication, Onboarding

Industry

Banking

Description

Description NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. POSITION IS HYBRID. Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions. Join Lafayette Federal Credit Union, a proud recipient of USA Today's Top Workplaces of 2025 award! As we continue to grow, we are on the lookout for exceptional talent to join our dynamic team. At Lafayette Federal Credit Union, we pride ourselves on our commitment to excellence and our reputation as an employer of choice. We believe that the dedication and skills of our team members are crucial to achieving our mission of becoming the premier financial partner for our community. Your potential contributions are invaluable, and we are excited to welcome new team members who share our passion for innovation and high performance. About us: Our Difference: What makes Lafayette Federal cutting-edge? Lafayette Federal Credit Union is not only a great place to bank, but also a great place to work! In addition to our Top Workplaces recognition by USA Today, we've also earned numerous accolades including: Newsweek’s America’s Best Banks list A 5-star rating from Bauer Financial Recognition by S&P Global's Top Performing Credit Unions Our Culture: Lafayette Federal is about inclusion, diversity, high performance, and new opportunities. Teamwork and our sense of community also make Lafayette Federal a great place to work. Each person is valued for his or her unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout each year and giving back to the community. Our Opportunities: 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. We are currently seeking a Digital Accounts Specialist to join our dynamic team! In the role of Digital Accounts Specialist, our candidate will be a motivated 'first point of contact' representative for all membership-related questions, requests and concerns. The Digital Accounts Specialist assists members and potential members on their financial journeys. You will work closely with the Digital Accounts Supervisor to ensure that all aspects of the account application process and associated outreach are completed accurately, professionally and within established service levels. The Digital Accounts Specialist takes ownership of developing relationships, building trust and working with members to help them achieve their financial goals. The specialist communicates via multiple channels (phone, email, secure messages) in a fast-paced environment. You will perform welcome activities and relationship-building outreach calls. They provide primary support for fraud mitigation actions, including account overlays, and are responsible for account maintenance activities. Requirements 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. Experience: Proven experience in similar or related positions. Customer service experience required and sales experience beneficial. 1+ years of prior credit union or banking experience preferred. Knowledge and experience of account opening activities and processes preferred. Education: High School education or GED Pay: $45,000 - $55,000 annually depending on experience and qualifications. The job posting highlights the most critical responsibilities and requirements of the job. It is not all-inclusive. There may be additional duties, responsibilities, and qualifications for this job. *Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer*EOE/AA/DISABILITY/VETERAN

Responsibilities

Acts as the first point of contact for membership questions and manages the account application process. Responsible for relationship building, fraud mitigation, and identifying cross-sell opportunities to help members achieve financial goals.