Financial Solutions Specialist

SUMMARY

Under the direction of the Financial Solutions Manager, the Financial Solutions Specialist performs a variety of member transactions and performs advanced problem resolutions. Provides a high level of responsiveness to member inquiries by phone, email, in person, or digital platforms. Promotes and maintains a positive image of CoastHills.

ESSENTIAL FUNCTIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.

Processes request to close business membership accounts.

Opens and closes IRAs, trust, special accounts and additional shares, and perform transactions on such accounts.

Assists with the onboarding of new membership and promotes credit union products and services to enhance member relationships.

Builds relationships with new membership using the New Account Follow Up model.

Responds to members through digital communication channels, ensuring timely response and that accurate information is provided.

Performs a variety of duties related to death claims.

Processes all wire transfer requests received via phone, email, fax, or digital platforms

Performs advanced problem resolution and account adjustments.

Process members check order requests.

Responds to member problems and requests, when necessary; assist with completion of forms and documents.

Resolves complex member complaints, transactions and errors.

Performs quality control of branch documents to ensure compliance and minimal audit exceptions.

Assists in completing forms and documents.

Resolves errors, member problems and/or complaints in a timely manner.

Process all foreign currency requests received from branches and members with CXI access.

Assists members with digital banking resets in Support Dashboard.

Assists members with ECM requests processed through SWBC.

Monitors and assigns LSI tickets in LSI Service Link website.

Assists members with Web Bill Pay in Partner care Program.

Responds to member correspondence through CU Email groups.

Performs Contact Center Specialists essential functions as needed.

Acts as a backup to the Financial Solutions Administrator.

Acts as a backup to Call Center email groups, including Member Service, INFO and ECM.

Regularly attends and participates in in-house training.

Performs duties as assigned by management and may be assigned to work at any location.

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and Experience

One year of customer service and/or cash handling experience in a retail or banking environment.

Certificates, Licenses and Registrations

None.

Knowledge

Successful completion of core competencies certification within six months of hire.

Knowledge of consumer and real estate loans, including processing and funding.

Successful completion of Member Services Officers 2 and 3 certifications prior to beginning in position.

Knowledge of Credit Union products and services highly desirable.

Other Skills and Abilities

Operates a variety of office equipment and machines.

Ability to travel, attend, and participate in training and meetings at various locations.

AFFIRMATIVE ACTION/EEO STATEMENT:

CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.

For our EEO Policy Statement, please click here . If you’d like more information on your EEO rights under the law, please click here .