Hybrid Universal Member Support Specialist bei Elements Financial

We refer to our Universal Tellers as Universal Member Support Specialists (UMSS). This is an exciting opportunity to join our friendly branch sales team; but first, here is a little bit about Elements Financial:

WE MAKE MONDAYS MORE ENJOYABLE. 

There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - https://www.elements.org/careers/our-culture/

Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.

Now let's get into this exciting role!

Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success.

The Universal Member Support Specialist is a resource and point-person for our valued members. They collaborate with both the sales team and the operations team to provide an excellent member experience. The UMSS provides trusted advice as they actively promote and sell our products and services.

You will learn how to be the expert to best serve our members:

• Maintain in depth knowledge of all Elements Financial products and services. 
• Process daily maintenance and service requests to support Financial Solutions Experts.
• Promote technology usage through all channels. This may include customer service emails and live chat.

You will make a difference as you live out our purpose: 

• Participate in table events and branch activities.  Recognize and refer opportunities to business partners including Wealth Management and Mortgage leads. Achieve assigned monthly sales goals.
• Support branch staffing needs by working at other branch locations/departments as needed. 

You will help grow the business:

• Actively promote and sell all Elements products and services while providing exceptional service. 
• Open new memberships and accounts and service existing members. 
• Proactively complete outbound sales and service calls for member follow up and acquisition of new business.

You will continue to grow professionally:

• Continue to develop knowledge of industry practices, products and professional growth.
• Participate in appropriate learning opportunities to maintain expertise.

Minimum Requirements:

• High school diploma or equivalent. 
• Ability to evaluate the financial situation of each member to enhance their financial position.  
• Proven track record exceptional member service.
• Ability to handle multiple tasks simultaneously.
• Minimum 2 years financial institution or customer service experience.
• Demonstrate a proficient use of technology tools and possess knowledge of system navigation skills. 
• Strong organizational skills and the ability to follow-up as necessary.
• Strong collaboration and communication skills.
• Ability to leverage skills, knowledge, and experience to invest in the community. 
• Ability to foster an inclusive environment that promotes belonging.
• A focus on respect and excellent service to both external and internal (team) members.
• A proven track record of integrity with a demonstrated ability to build trust.

Additional sales incentive compensation is earned in this role.