Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. The Opportunity: We are seeking a full time Retail Support Team Specialist to join our team. Under general supervision, this role will execute assigned duties with efficiency and accuracy within promised service level agreements. Duties include providing phone support to front line staff involved in member service delivery, handling member fulfillment requests, providing full member service (except loans) to remote members, and handling administrative, documentation and project tasks, as assigned.
What You'll Do:
- Provide research, problem solving and phone support to front line staff.
- Handle member fulfillment requests.
- Provide service support on membership matters and deposit accounts to remote members and potential members.
- Conduct quality assurance for membership and deposit account documents and data.
- Handle administrative assignments for specialty processes such as IRAs, deceased and fiduciary accounts, business accounts, document management, and remote wire transfers.
- Recommend process improvements for internal and external member support.
- Identify training needs based on trends in incoming requests.
- Maintain a high level of policy, process, procedural, and product knowledge.
- Maintain a high level of user knowledge on all retail banking systems.
- Interface with other departments to provide problem resolution for members.
- Special projects, system testing, and project tasks, as assigned.
What You'll Need:
- Two years of college, associate degree preferred.
- At least two years of progressively responsible platform sales and service experience in retail banking.
- Demonstrated knowledge of retail financial products and services.
- Effective interpersonal skills to relate to internal customers in a friendly, courteous, professional manner.
- Intermediate level proficiency with Microsoft Office products (Word, Excel, Outlook).
- Proven time management skills and the ability to initiate and embrace change.
- Strong written and verbal communication skills.
- Ability to collect and analyze data. Average reasoning and mathematical ability.
What We Offer:
- Potential for a hybrid work schedule
- 401k plan match, dollar for dollar up to 4%
- 401k additional employer contribution after one year at 5%
- Employee bonus program
- Medical, dental and vision insurance effective date of hire
- Health savings account (HSA)
- Flexible spending accounts for medical and dependent care expenses
- Adoption assistance for qualified expenses maximum $10,000 per child
- Wellness initiatives and reimbursements
- Pre-paid legal services plan
- Identity protection plan
- Accident supplemental plan
- Short & long term disability plans paid for by company
- Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child
- Pet Insurance
- Free financial planning assistance
- Numerous fun employee events throughout the year
- Volunteer and community engagement opportunities
- Employee loan discounts (closed-end loans)
- Discounts with local and national companies through DFCU Perks
- Service / anniversary awards
- Employee discounts for company logo wear
- Employee referral payouts for recruiting your friends and family
- Paid lunch time
- Tuition reimbursement / Education assistance
- Ongoing training opportunities
- Leadership development program
- Paid time off
- Paid holidays (13 per year)
- Flexible scheduling for students
Equal Opportunity Employer / Disabled / Veterans |
DFCU Financial
life insurance, vision insurance, paid time off, paid holidays, long term disability, tuition reimbursement, 401(k)
Apr 23, 2025