What are the responsibilities and job description for the Digital Service Agent position at Heartland Credit Union?
“Choose a job you love, and you will never have to work a day in your life” – Confucius
Employment with Heartland is unique and rewarding. Working here, you have the opportunity to collaborate with a diverse and inclusive team of caring, passionate, and fun-loving coworkers while changing our members lives through helping them make healthier financial decisions.
In our Digital Service Agent, you'll learn skills that will benefit you throughout your Heartland career while encouraging you to dream big.
What you will be doing:
- Conduct member digital appointments from website calendar, such as account openings, financial coaching, and member account questions.
- Handle member in-branch digital appointments
- Process online membership applications
- Manage member chats and assist with phone calls, utilizing digital tools, when not in member digital appointments
- Assist with Member Service task escalation queue
- Maintain an effective working knowledge of all savings and lending products, and forms
- Adhere to regulations with company policies and procedures
- Support staff when needed with members, technology and performance challenges within our digital channel
- Educate members on products and services
What you will need:
- High school diploma or equivalent (i.e. GED) or equivalent experience
- Excellent communication skills with the ability to adjust your communication style to your audience
- A positive attitude and strong desire to help others
- Ability to promote a professional image of the credit union at all times
- Able to work with multiple digital sources and validate accuracy of information
- Inquisitive nature for digital discovery and aligning solutions to business needs
- In depth working knowledge of all CU digital products such as online banking, mobile banking, website, and audio banking
- Ability to handle multiple, shifting priorities
- Maintain self-control under stressful situations
- Maintain confidentiality of sensitive information
Why Heartland?
Following the credit union principle of people helping people, we invest in our employees and enrich their lives through benefits, including but not limited to:
- Comprehensive medical, dental, and vision plans
- Access to multiple online, learning platforms
- Job progression and enrichment
- 40 hour work week (for full-time)
- Paid time off
- Paid holidays including a pick your own holiday day
- Employee recognition program
- And more!
Being a Heartland employee means contributing to a successful and growing team while helping members reach their financial dreams. Working here you can expect a unique and positive culture, opportunities for career advancement, a dynamic and collaborative work environment, and the ability to change our members lives.
All applicants should apply through our website: https://www.heartlandcu.org/tools/joinourteam/
Do you want to take control of your future career? All applicants are welcome to schedule a guaranteed prescreen with our HR team here: https://heartlandcu.coconutcalendar.com/s/NYPQWZDZ
- Please note, you must submit your application prior to setting up the prescreen. Prescreens do not guarantee employment.
Job Type: Full-time
Pay: From $16.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Shift:
- 8 hour shift
Work Location: Hybrid remote in Madison, WI 53718
Salary : $16
