The job listing expires on June 9, 2025.
Position: Full-Time in Accounting, Data Analytics, Economics & Finance
How to apply: Complete an online application at www.capedcu.com for the specific job opportunity that interests you. Resumes are not accepted in lieu of an application.
* This position will be partially remote, with the expectation of being in the office in person on a rotating basis after a training period.
Role: The Digital PFR promotes member financial well-being through engaging members in meaningful conversations to meet all account and personal loan requests from digital channels. This position provides financial guidance, assists members in meeting their goals with appropriate products and services, and offers prompt, professional, and courteous service to enrich the member’s experience and deepen their relationship with the credit union.
Pay: The pay for this position is $24.31 an hour.
Essential Functions & Responsibilities:
1. Responds to digital requests from members to open new memberships, create new shares, and apply for personal loans. Handles incoming loan-related inquiries and redirects as appropriate.
2. Educates existing and potential members on products and services through relationship-building interactions via digital channels. Fully understands and adheres to the prescribed sales flow process and available products/services. Continually learns new selling techniques and provides additional information and referrals to CapEd partners or departments.
3. Aligns self and team to meet Credit Union expectations. Meets or exceeds minimum production goals. Maintains a high level of knowledge about products, services, and promotions.
4. Maintains strict adherence and compliance with all laws, rules, regulations, policies, procedures, and internal controls. Keeps updated and accurate tracking sheet documentation.
5. Assists members and potential members with inbound account inquiries and account maintenance while actively listening and inquiring about members' needs to provide the best member experience and value-added solutions.
6. Resolves complex member inquiries with a one-contact resolution approach by utilizing company policies. Researches and explores potential solutions to offer alternatives. Follows escalation procedures to direct members to the appropriate team member as needed.
7. May be required to report to branch locations occasionally to support business continuity.
8. Performs other job duties as assigned to contribute to efficient Credit Union operations.
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