Online Relationship Agent Hire Ahead - Idaho Central Credit Union

Overview

Do you have excellent organizational and critical thinking skills? Do you enjoy directly helping others at work? Do have sales or customer service experience?

If so, you could be the perfect candidate for our Online Relationship Agent role at Idaho Central Credit Union!

Idaho Central Credit Union’s mission is to help our members achieve financial success. As an Online Relationship Agent, you will serve our members virtually by helping them manage their accounts, understand and qualify for various Credit Union products and services, and receive the service that they need.

Responsibilities

At work, your Primary Responsibilities will include:

• Helping members open new accounts.
• Communicating with members in a professional, accurate, and timely manner using phone, text message, and email.
• Interviewing and qualifying members for loans and other products within the requirements of the policies established by the Credit Union.
• Researching and making appropriate corrections for members with account problems.
• Gathering needed data and verification documents from members and real estate partners.
• Maintaining a knowledge of, promoting, and cross selling a variety of Credit Union products and services.
• Making recommendations to members based on their full financial picture and personal financial goals.
• Keeping your manager informed of member needs and desires regarding products, services, suggestions, and/or escalations.

Qualifications

Before you apply, make sure you have:

• 1-2 years of sales or customer service experience.
• The ability to always maintain the confidentiality of Credit Union and member records.

Also, please let us know in your application if you have:

• A Bachelor’s Degree or equivalent experience.

This role will also require some physical abilities including the ability to sit for extended periods of time, lift 20-40 pounds of office supplies, reach keyboards, and operate basic office machines.

You must be eligible for membership at Idaho Central Credit Union to obtain employment.

This role offers benefits, including:

• Competitive Pay
• Medical, Dental, & Vision Insurance (ICCU covers over 85% of the premium)
• Generous Paid Time Off
• 11 Paid Holidays
• Matching 401K AND Pension
• Tuition Reimbursement
• Employee Assistance Program
• Employee Wellness Program
• Paid Group Life and Disability Insurance
• Awesome Culture
• Business Discounts (such as cell phone service and gym memberships)
• And More

About Idaho Central Credit Union:

Since 1940, our mission has been to help members achieve financial success; and we have fun doing it! The culture is one where we care about each other. We are a work family, and you can feel it when you’re a part of it. Idaho Central Credit Union was named a Best Place to Work in Idaho. Plus, we are a top financially performing credit union in the nation. ICCU was voted for large companies the Best Place to work in Idaho.  We have also been named by S&P Global Market Intelligence as the top performing credit union in the nation.  We are a talent-based organization looking for talented individuals to help our members achieve financial success.

Idaho Central Credit Union is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.

The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.

#LI-Onsite