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Customer Engagement Specialist - Banking

Kirkland, WA 98034

Employment Type: Temp-Hire Audition Job Category: Administrative.Office/All Job Number: 247014
Do you have previous experience working in a bank, credit union or financial institution but have grown tired of mundane, redundant tasks such as simple deposits, withdrawals, transfers, etc? We have the perfect role for you!

In this role, you will join our client in the financial industry where you will drive member engagement and thrive on providing each member with individualized service. With daily customer facing interactions, awesome soft skills and the ability to provide financial assistance, you will be very successful in this role!

Job Responsibilities:
  • Engages members in the lobby to assist, educate and train them on how to conduct transactions using self-service technology
  • Responds with prompt follow-up or resolution to member inquiries and concerns
  • Recognizes and refers cross-sell opportunities
  • Performs a variety of account maintenance and financial transactions including deposits, withdrawals, transfers, and payments
  • Open new member accounts and share the features and benefits of credit union products and services and generates referrals
  • Performs other duties as assigned

The ideal candidate will be someone frequently described as:
  • Comfortable asking questions and interviewing members regarding their financial situation while being an excellent listener
  • Ability to multi-task, handle a wide range of assignments simultaneously, and work with a sense of urgency
  • Strong attention to detail and accuracy with numbers
  • Works independently to resolve problems

Candidate Requirements:
  • 2+ years of experience in a service role
  • Working knowledge of features and benefits of credit union products and services
  • Proven reputation of fostering customer facing relationships and maintaining commitment to each member' s individual financial benefit
  • Demonstrated written and verbal communication skills
  • Working knowledge of MS Office Suite
  • High school diploma or equivalent

Job Information:
  • Hours: 9: 00AM-5: 00PM (M-F)
  • Pay Rate: $21-25/Hour
  • Location: Kirkland
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