Solution specialist job description

Starting Pay: $20.50/HR with an average monthly incentive between $250 - $500.

Who we are…

At Heritage Financial Credit Union, we are focused on growth. When you begin your career at HFCU, we want to get to know you, your goals and your aspirations so that we can best support you with the necessary tools, resources and opportunities to help make possible the achievement of your hopes and dreams.

Member Solutions Center…

The Member Solutions Team is responsible for servicing members, non-members, and 3rd party businesses & vendors, both over the phone and via electronic channels. The main functions of the Member Solutions Center are providing outstanding member service, researching and resolving member issues both within the department and in cooperation with other teams, and recommending products and services to support our membership in reaching their fullest potential.

Who you are…

You’re someone who isn’t afraid to roll up their sleeves to help support the department’s initiatives. You’re a problem solver, who’s always looking to share your thoughts, ideas, and improvements with the team. You’re looking to take your member service experience and career to the next level by improving your knowledge base, expanding your skill sets, and partnering to support department growth. You have a desire to understand the business, and expand your capacity to help members and partners across the organization. You’re team oriented, have a passion for serving others, possess a positive attitude, and have a strong willingness to learn and develop.

You’re available to work a flexible work week, which includes rotating Saturday coverage.

The role…

As a Member Solutions Specialist with Heritage Financial, your main focus will be to deliver outstanding service to our membership base, as well as provide internal support to our organization. This includes, assisting members over the phone and via electronic services with transactions, loan payments, account inquiries and research, escalations to other departments, electronic transfers, online banking support, and more. You’ll act as a liaison between the member and various business units, including Deposit Support, Compliance, Retail, and our Lending Departments. You will build relationships with members to support their banking needs from start to end, and you’ll partner with your teammates to achieve personal, professional, and team success.

Why us...

Heritage Financial has been in the community for over 80 years. Throughout this time, we have worked diligently to create a culture of teamwork, superior service orientation, and open communication! We offer the opportunity for growth and development as well as competitive pay, flexible hours, paid time and holidays off, and health benefits!

Our Mission

We are more than a bank. We believe in our members and employees – in their stories, both past and yet to be written.

We are the combined heritage of generations who care about and support each other to provide lasting contributions in our communities.

We are committed to creating opportunities for people by providing necessary tools, resources and education to make possible the achievement of their goals, hopes and dreams.

Equal Opportunity Statement

Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.

Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 500 company, Unum's financial protection benefits help protect more than 36 million working people and their families from the financial impact of illness or injury.

Unum's two distinct, but similarly focused US businesses - Unum US and Colonial Life - are each a market leader in making disability, life, accident, critical illness, dental, and vision insurance accessible in the workplace.

Headquartered in Chattanooga, Tennessee, Unum also has significant US operations in Portland, Maine and Baton Rouge, Louisiana - and over 35 field offices nationwide. Colonial Life is headquartered in Columbia, South Carolina with over 40 field offices nationwide.

This Engage Solution Specialist position is responsible for providing quality on-boarding and ongoing service to customers which implement Colonial Engage

solutions. This position is responsible implementing new customers through testing, customer analysis, and resolution of any ongoing issues. The HRIS Solutions Specialist must demonstrate a strong knowledge of products and associated processes for multiple lines of business. Individuals performing in this role will be expected to provide proactive customer service and will be accountable for ensuring high quality administration from the client's view.
Principal Duties and Responsibilities
Participate in customer meetings to document customer specific requirements and processes to support the services to be implemented for the customer Implement and maintain employer specific communication materials and requirements, and processes in accordance with our Engage SolutionResearch customer plan designs, benefit usage, billing preferences, etc. to ensure that our solutions will be a good fit for our customers.Partner with Billing, legal, IT and business resources as needed Performs necessary research and analysis required to solve problems, correct errors, or implement enhancements in a manual or automated system or workflow, procedure or process.Support the development and implementation of new services, enhancements to existing services and assist with developing and updating training programs for the department.Perform other duties as assigned.

Job Specifications
Bachelors' degree strong preferred, or equivalent, relevant business experience Experience in Unum's Leave and Benefits organization a plus Contracts or Billing knowledge preferred Exceptional verbal/written communication and interpersonal skills required Adaptive/flexible ability to deal with multiple, concurrent and rapidly changing demands Knowledge of HRIS processes and HR personnel responsibilities preferred Solid research, problem-solving, analytical skills and technical aptitude Strong organization, documentation, requirements gathering and project management aptitude with ability to set and maintain priorities in a fast paced and demanding environment Demonstrated ability to achieve goals while balancing customer and production needs Demonstrated initiative and ability to lead projects and work teams Ability to create strong partnerships and demonstrated leadership skills in a team environment

Our company is built on helping individuals and families, and this starts with our employees. We want employees to maintain a positive balance, which is why we provide access to the benefits and resources they need to invest in themselves. From our onsite fitness facilities and generous paid time off to employee professional development programs, we are committed to helping employees live and work their best - both inside and outside the office.

Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.

Company:
Colonial Life

The Expertise You Have

• Series 7 required

• Series 63 or ability to obtain upon hire

• 2-3 years of previous financial services experience

The Skills You Bring

• Strong communication skills and organizational skills to prioritize decisions in a fast-moving environment

• Creative problem resolution skills with an ability to balance risk and the client experience

• Capability to take ownership of complex situations that result in positive outcomes for clients

• Experience in a team environment that fosters culture of peer-to-peer coaching, collaboration, and recognition

Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.

COVID work policy
Safety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite. Regular participation at our on-location sites is an important part of our culture. Please be mindful of commute distance when considering applying.

Learn More: Dynamic Working

Please see below for the salary range for work locations in Colorado only:

$57,000 - $62,500

This position is eligible for incentive compensation or an annual bonus opportunity.

Certifications: Series 07 - FINRA, Series 63 - FINRA
Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.