Online Branch Processor

Role: This position is responsible for creating a Member-centric experience for Members who apply via the Online Branch queue to advance Blaze growth objectives while exemplifying superior member service and building positive member relationships. This position is responsible to handle internet applications from the branch online queue of Members wanting to apply to open an account. This position will be the main point of contact for the Member throughout the entire application process. This position will review the credit report for the possibility to not only fulfill the member’s initial request but enhance the members experience by suggesting other products that Blaze offers that could save them time, money, offer protection and create convenience. In addition, this position will act as a resource to both the branch staff and members by displaying knowledge and expertise in the financial services field.

Major Duties and Responsibilities

• Using the Online Branch Underwriting queue to review new applications in a timely manner and communicate with applicants in order to obtain additional information when needed to either approve or decline the application.
• This includes identifying the individual(s) applying according to Blaze CIP policy through the use of the various systems, as well as determining membership eligibility.
• Using the provided systems to identify fraud and work diligently to minimize potential loss to the Credit Union.
• Using the Online Branch Service queue to recommend and sell Blaze products and services to ensure that the member’s financial needs and Blaze’s growth objectives are met.
• This includes identifying members’ financial needs and marketing appropriate Blaze products and services; consistently meeting or exceeding sales goals for accounts, loans, and partner referrals as set by management utilizing needs-based sales and service skills, overseeing executing new account application process through the online branch queue.
• Using this interaction to further the relationship to include consumer loan process and following approved guidelines, maintaining knowledge of products and services, following up on all service and sales leads in a timely basis (outbound calls and or correspondence).
• Perform other duties to support effective branch operations; assist with Blaze Operational Excellence.
• This includes following Credit Union banking guidelines and efficiently processing all transactions, deposits, withdrawals, loans;
• Adhering to Cash/Check handling policy, ensuring policies and procedures are followed and accuracy of documentation in order to manage risk and reduce losses, and maintaining confidentiality of Credit Union and member records.

Other Duties

• Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
• Regular and predictable attendance
• Perform other duties as assigned to support effective department operation

Experience/Education/Certifications/Licenses

• High School degree or equivalent
• Minimum of 1 to 2 years customer service or credit union experience

Demonstrated Knowledge

• Skill of:
• Selling, including the ability to identify members' needs, to explain features and benefits of Blaze services, and to close sales opportunities
• Typing
• Ability to:
• Use a computer keyboard and calculator
• Learn to use various office equipment
• Be coached and meet sales and service expectations

Communication Skills

Ability to interact/respond to members/staff politely based on a general ‘script’; written communications are templated

Physical Requirements

Ability to sit an stand; answer calls; operate computer; interact with internal staff and public on the phone; travel to designated offices; lift up to 20 lbs

We are committed to providing salary ranges for all open positions. Please note that the specific compensation for this role will be determined based on your experience, qualifications, location, and internal equity considerations.

The salary range for this position is: $23.81 - $29.00. This range reflects the base salary for this position. We have other benefits associated with this position which include: low-cost medical (as low as $20 a paycheck), dental insurance, vision insurance, quarterly bonuses, generous vacation and sick time hours, paid leave options, up to 6% 401k contribution, and tuition reimbursement.

Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. We are committed to hiring a breadth of diverse professionals and encourage members of diverse groups to apply