What are the responsibilities and job description for the Solution specialist position at TENNESSEE VALLEY FEDERAL CREDIT UNION?
JOB SUMMARY : The Roving Member Solution Specialist (RMSS) travels throughout the branch network, serving as additional support to the branch due to staffing shortage.
In the branch, the primary purpose of the RMSS is to provide exceptional service to our members by offering personalized financial solutions and assistance.
This role is responsible for going beyond processing transactions by building and maintaining strong relationships with members while promoting TVFCU’s products and services.
The RMSS will maintain a positive, enthusiastic, and investigative mindset while providing excellent communication and problem solving skills, a solid understanding of TVFCU products and services, and a passion for helping others achieve their financial goals.
The RMSS may work one of two schedules as follows (based on network needs) : Branches Monday-Thursday 8 : 45am 5 : 30pm Friday 8 : 45am 6 : 30pm In-Store Locations Monday-Friday 9 : 45am 7 : 30pm ESSENTIAL DUTIES AND RESPONSIBILITIES :
- Initiate and maintain engaging member conversations to understand their financial goals and / or concerns.
Address their inquiries by offering personalized solutions and accurate information.
- Proactively identify opportunities to deepen member relationships and recommend appropriate TVFCU products and services.
- Process various member transactions and inquiries, including, but not limited to : business deposits, loan closings, issuing debit cards, answer online and mobile banking questions, as well as troubleshooting basic online and mobile banking issues.
- Promote the benefits of digital banking by educating members on online and mobile banking.
- Maintain composure with a positive attitude while resolving member issues and discrepancies in a timely and professional manner.
Collaborate with branch manager and / or relevant departments when necessary.
- Meet or exceed established production goals by uncovering needs and offering TVFCU products and services.
- Maintain in-depth knowledge to have the ability to answer routine to complex questions regarding products, services, policies, and procedures.
- Maintain confidentiality of all member information.
- Maintain knowledge and comply with all policies and procedures.
Complete all required training.
- Proactively demonstrate the TVFCU core values of integrity, honesty, flexibility, teamwork, leadership, accountability and strong relationships in every interaction with members.
- Proactively demonstrate the TVFCU core values of integrity, honesty, flexibility, teamwork, leadership, accountability and strong relationships in every interaction with co-workers.
- Demonstrate an ability to be flexible and adaptable to change, willing to move from one branch to another at a moment’s notice.
- Maintain a dependable record of attendance and timeliness.
- Maintain knowledge of branch operations by completing Deposit Regulation and Product and Service Certification courses.
- Perform other duties as assigned.
Last updated : 2024-11-20
