Digital Onboarding Specialist

Centris Federal Credit Union - Omaha, NE

Full-time - Entry Level

Omaha, NE

101-250 employees

Credit Intermediation and Related Activities

About the position

As a Digital Onboarding Specialist at Centris Federal Credit Union, you will play a crucial role in enhancing the member experience by processing online account openings and onboarding new members. This position is not just about handling transactions; it's about being a digital hero for our members, guiding them through their financial journeys with expertise and care. You will be responsible for ensuring that each member feels valued and supported as they navigate their financial options with Centris. Your role will also involve multitasking, as you will handle account maintenance and conduct thorough research to resolve any issues that may arise during the onboarding process. In this position, you will have the opportunity to build lasting relationships with our members, acting as a trusted financial partner. You will empower their financial success by identifying their needs and providing tailored assistance in opening accounts and loans. Accuracy and efficiency are paramount, as you will perform transactions flawlessly, contributing to the overall success of both our members and the credit union. Embracing the Centris values, vision, and mission will be essential as you work to create a positive impact in the lives of our members. At Centris, we believe in rewarding performance. You will have the potential for two pay increases within your first year, along with annual increases thereafter. Additionally, we celebrate success with competitive incentives for meeting your goals and annual corporate incentives for all team members. We are looking for motivated individuals who are detail-oriented, possess a positive attitude, and are passionate about helping others succeed financially. If you are someone who strives for excellence and is eager to tackle new challenges, this role is for you!

Responsibilities

• Process online account openings for new members.
• Onboard new members and guide them through their financial journeys.
• Handle account maintenance and research details as needed.
• Build relationships with members and act as a trusted financial partner.
• Identify and meet member needs by providing assistance in opening accounts and loans.
• Perform transactions accurately and efficiently to ensure member satisfaction.
• Embrace and promote the values, vision, and mission of Centris Federal Credit Union.

Requirements

• 1 year of experience in a financial institution (required).
• Sales experience (preferred).
• 1 year of experience responding to customer messages via electronic means (preferred).
• High School Diploma or equivalent (GED) or better (required).

Nice-to-haves

• Motivated go-getter who loves to accomplish goals.
• Detail-oriented individual with a positive attitude.
• Passion for helping others and tackling new challenges.

Benefits

• Health insurance with low deductibles and low co-insurance amounts.
• Dental and vision insurance plans.
• $50,000 life insurance policy paid for by Centris.
• Flexible spending accounts - medical and dependent care.
• Health savings accounts (HSAs).
• 401(k) with a company match up to 5%.
• Tuition reimbursement program up to $5,250 annually.
• Paid time off.
• Employee assistance program.
• 11 company-paid holidays per year.
• Short-term and long-term disability insurance.
• Wellness Program.