Digital Experience Representative

TBA Credit Union

. Assist TBACU in serving the community and building trusted relationships .

Posted 10/20/2026full-timeTraverse City • Michigan • United StatesMid-LevelSenior💰 $18 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong member service capabilities through effective communication and problem-solving skills while ensuring compliance with financial regulations. Proficient in utilizing digital banking tools and maintaining financial security.

Highest-signal resume keywords

Customer Service ExperienceFinancial Data ManagementMicrosoft Office Suite/O365 ProficiencyDigital Communication SkillsRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Math ApplicationsExcel ProficiencyTyping SkillsData ProcessingTransaction Processing

Soft Skills

Time ManagementOrganizational SkillsCalm Under PressureTeam CollaborationListening Skills

Tools & Technologies

Windows Operating SystemOnline Banking PlatformsMobile App ServicesE-ServicesVideo Communication Tools

Certifications & Qualifications

High School Diploma or EquivalentBonding Ability

Industry Keywords

Credit Union ProductsU.S. Patriot ActBank Secrecy ActOFAC PoliciesGramm-Leach-Bliley Act

About the role

Key responsibilities & impact

Assist TBACU in serving the community and building trusted relationships
Identify members’ needs and recommend appropriate credit union product solutions
Provide prompt, accurate financial data and maintain financial security
Provide excellent member service through ITM transactions and digital communication channels
Communicate with internal and external members according to credit union service standards
Process deposits, payments, transfers, withdrawals, signature verification, and balance checks
Answer member inquiries and provide information about credit union products and services
Track pending and approved sales in the credit union’s data processing system
Support online banking, mobile app, bill payment, e-notices, e-alerts, e-statements, online loan payment portal, and other digital services
Build member relationships by assessing needs and recommending financial solutions
Serve as a Service Center Representative as needed
Participate in promotions and beta tests for new e-services
Provide non-transactional services such as contact-information updates, auto-pay setup, and Certificate of Deposit issuance
Provide video-based service and use e-sign capabilities
Facilitate general IRA/HSA transactions, including contributions and disbursements
Resolve member concerns and refer them to appropriate team members when necessary
Assist with product and service enrollment, tutorials, troubleshooting, and fraud-related inquiries

Requirements

What you’ll need

Ability to be bonded
Ability to clear credit and criminal history check
Ability to remain calm under pressure
Ability to work as a part of a team
Possess good time management and organizational skills
Ability to interact with members over video, telephone, and other digital communication channels
Excellent listening, clear verbal, and professional written communication skills
Sound understanding of math applications
Proficient in Windows Operating System and Microsoft Office Suite/O365 Suite
Advanced ability and experience with using Excel
Strong typing, including 10-key, and above-average technology problem-solving skills
Ability to lift up to 10 pounds
Able to sit or stand for 2–4 hours at a time
High school diploma or equivalent, preferred
Previous experience in customer service, preferred
Must comply with the U.S. Patriot Act, Bank Secrecy and OFAC policies, Gramm-Leach-Bliley Act, and information security requirements
Must maintain confidentiality of member information