Job Details

Essential Duties: 

• Responsible for expanding each member’s relationship, to encourage members as their primary financial institution by using a relationship-building consultive selling approach to determine the nature and extent of each member’s financial service needs. 
• Meet monthly sales requirements under  Sales and Service plan to include meeting volume participation requirements for the sale of Credit Life and Disability insurance sales.
• Ensure each member receives outstanding, courteous friendly service which exceeds their expectations, while working within Performance and Standards of Excellence guidelines and living the Service Promises.
• Meet or exceed established minimum standard score on Internal Service Survey.
• Assist members with opening and closing accounts, answer questions about products and services, resolve problems.
• Update and maintain member account information.
• Responsible for processing transactions promptly, efficiently and accurately.
• Perform department related support duties, to include but not limited to quality control, scanning, thank you notes, 2-2-2 process, etc…
• Take member consumer loan applications, to include calculating loan terms, rate, amount financed and payment amount with all eligible insurance coverage.  Prepare applications for review by Centralized Lending staff members.  Follow up to determine the status as necessary.  Schedule and perform loan closings with members. 
• Foster cooperation, teamwork and frequent communication between the financial services staff and Centralized Lending staff. 
• Ability to work within all polices and operating procedures to include, but not limited to Security, BSA, OFAC, Red Flag, and Credit Policy, etc...
• Participate in required staff meetings.
• Ability to achieve and maintain the established acceptable score on all performance reviews.
• Other duties as assigned.