E-Services Specialist

Job Location:

North Haven HQ - North Haven, CT 06473

Position Type:
Full Time

Salary Range: $20.48 - $30.72 Hourly

Connex Credit Union is looking for an E-Services Specialist to support the Digital Channels and eServices, including new account opening, consumer loan applications, and online banking.

• Competitive compensation.
• Medical, Dental, and Vision coverage.
• Paid time off.
• 401K contributory plan with company match.
• The opportunity to become involved in community outreach.

• Serve as a financial advocate/coach for members of the Credit Union, exploring financial priorities and determining helpful solutions.
• Drive loan and new account volume through member and prospect inbound new account requests, cross‑selling other bank products and services as appropriate to meet customer needs.
• Act as a liaison between underwriters and members for applications taken through the call center and online, owning the process through to loan closing and required documentation.
• Conduct loan closings remotely or where members prefer in‑branch closings.
• Review membership applications received through online channels and mobile banking.
• Review and process all online requests such as courtesy pay applications, change of addresses, and budget applications.
• Assist members and internal resources with troubleshooting complex digital service issues, including web chat, mobile/remote banking, bill pay, and the external transfer/Pop Money feature.
• Handle member ACH processing issues.
• Act as point of contact between frontline staff and bill pay vendor for all bill pay issues, researching and resolving member concerns.
• Maintain and continually improve in‑depth knowledge of all credit union products, services, and procedures.
• Assist in training other employees on eServices products/services, and manage updates/changes in these products.
• Meet or exceed service quality and productivity goals.
• Comply with all regulatory and compliance requirements.
• Adhere to all credit union policies and procedures, supporting the company culture.
• Manage time appropriately each day to follow up with customers and meet deadlines consistently.

• Associate’s degree or equivalent work experience.
• Experience working with digital banking services.
• 1–2 years of banking or credit union frontline experience required.
• Ability to synthesize and analyze data to inform appropriate solutions.
• Strong technical abilities.
• Strong analytical, problem‑solving and time‑management skills.
• Expertise in Microsoft Office.
• Excellent written and oral communication skills.
• Team‑player attitude to meet processing deadlines.
• Willingness to perform other duties as required by management.
• 40 hours per week, some Saturdays.