About this role
Summary
Reporting to the Branch Manager, this full-time, non-exempt hourly position works to develop deeper relationships with new and existing members of the credit union. This position will offer solutions to member needs by offering a variety of account and loan options.
Essential Functions & Responsibilities
- 1. Provide information concerning services to new and existing members related to accounts, consumer loans, auto loans, and mortgage loans.
- 2. Responsible for opening new member service accounts and resolving any questions or problems in regards to member service issues while looking for cross‑sell opportunities to better service the members.
- 3. Effectively follow all onboarding procedures with all new members.
- 4. Stay informed on all credit union promotions of new products or services.
- 5. Conduct member service interactions consistent with the standards detailed in our Managing Service Excellence program.
- 6. Adhere to Bank Secrecy Act and security procedures of the credit union.
- 7. Provide product knowledge to members and be prepared to compare with the competition.
- 8. Keep abreast of federal regulations and stay in compliance with all laws.
- 9. Cooperate and work together as a team with coworkers, maintain a neat work area, and perform other duties as required by management.
- 10. To practice confidentiality where appropriate in all employee, member and credit union affairs.
- 11. Will be required to be able to operate a cash drawer and balance it.
- 12. Assist Member Service Representative/Teller when possible to offer members prompt service.
Qualifications and Certifications
- A high school education or GED required.
- Associate's Degree or higher preferred.
- 1 year to 3 years of similar or related experience required.