Interactive Relationship Consultant Job at General Electric Credit Union
Interactive Relationship Consultant
Job Description:
To assist the Credit Union in the achievement of its goal to always make a positive difference in each member's financial life. This is accomplished by providing the highest quality of service to internal/external members, identifying their financial needs, and recommending products and services that would meet those needs. Additionally, while delivering service through the Interactive Teller Machine (ITM) systems, you are responsible for overseeing and completing the member's financial transactions in a professional and efficient manner, effectively listening, and answering member's questions. Courtesy, tact, and diplomacy are essential elements of the job.
Job Responsibilities:
- Enhance the member’s experience by providing exceptional, professional, and consistent member service using ITM technology, which includes but is not limited to: performing accurate transactions, greeting the member, smiling, using the member’s name during the transaction, thanking each member for their business, and directing members to branch staff for specific transactions or services unable to be performed by the ITM. Focus on communicating clear instructions to ensure ease of use, accuracy, and efficiency with all transactions.
- Follow the GECU’s service standards and best practices for delivering optimal member service with all member interactions and internal department communication. Always present a business-like appearance and project a professional and friendly image while working within the ITM Center via camera.
- Maintain a deep understanding of GECU’s products and services.
- Identify opportunities and make qualified referrals, to other departments and team members, to address member needs for products or services and deepen member loyalty, while achieving individual and team goals.
- Think independently and utilize problem solving skills to resolve member issues expeditiously. Take ownership of resolving member requests and problems by either resolving them personally or facilitating resolution through the appropriate supervisor or department.
- Maintain the confidentially of all member transactions and account information.
- Keep up to date with promotions, products, services, ITM technology, and all credit union news.
- Discuss member feedback, questions, and concerns with manager and escalate as necessary.
- Understand and adhere to regulatory and compliance standards, requirements, and policies.
- Maintain a dependable record of attendance and timeliness.
- Performs other duties as assigned.
- Must understand and comply with all required federal and state regulations associated with this position.
- Must be able to speak and understand fluent English.
Job Requirements:
- High school diploma or equivalent. Minimum of two years Teller / Financial Institution / Call Center experience and/or two years in retail customer service with a desire to assist and build member relationships. Must demonstrate excellent interpersonal skills, strong decision-making, and communication skills who can work in a fast-paced environment; always exhibits a positive attitude and professional demeanor. Be comfortable, professional, and friendly on camera.
- Additional compensation for Bilingual candidates
Duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally, or informally, either verbally or in writing. The position description above is intended to describe the general content of this job. It is not to be construed as an exhaustive statement of essential functions, duties and responsibilities
The requirements listed above are representative of the knowledge, skills, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
EOE
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