Duties and Responsibilities
The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.
- Create opportunities for expanded member relationship by determining the needs for additional product and services and recommend appropriate Credit Union solutions
- Remind delinquent members that their payments are due
- Maintain Sales and Service Performance Expectations
- Process member's cash and check transactions, to include deposits, withdrawals, check cashing and loan payments. Input CTR information electronically and send the CTRs to BSA Compliance Officer
- Handle inquiries on member's accounts, statements, and histories
- Process check orders as needed
- Sell Visa Gift and Travel Cards and cashier's checks/money orders
- Collect any fees as required for services
- Answer phones and handle inquiries
- Process mail as needed
- Assist other departments with clerical duties as required
- Participate and engage in monthly developmental coaching
General Sales Expectations
- Build relationships with current and new members. Offer products and services that will help improve their financial wellbeing.
- Actively participate in Credit Union initiatives, promotions, and achieve assigned financial service goals
- Assist with the onboarding process that continues to build relationships with new members.
Other
- Attend education functions/Community Difference Projects (CDP)
- Other duties that may be assigned from time to time
Qualifications and Expectations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the expectations of the person performing this job.
- Strive to exceed credit union, department, and personal goals
- Team oriented
- Highly organized
- Produces accurate work results
- Readily keeps others adequately informed
- Presents a professional image
- Maintains a high level of knowledge about credit union philosophy, products and services
- Courtesy, tact and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion
- Effectively apply and maintain financial counseling concepts, gained through America's Credit Unions' Financial Counseling Certification Program (FiCEP), to promote financial well-being
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to move or transport up to 25 pounds
- Able to remain stationary for 2-4 hours at a time
Work Environment
- Must maintain a neat and orderly work area.
- Routinely clean and disinfect work areas (i.e. teller stations, desk surfaces, phones, electronic equipment).
- Protect the confidentiality of credit union staff and members by locking door or removing items from desk or workstation when away.
Education and Experience
- Minimum high school graduate or equivalent
- Experience operating a personal computer
- Ability to communicate with members and other staff-clearly and concisely
- Good working knowledge of all credit union products and services
- Skills in Microsoft word, Excel, and Outlook
- Knowledge of, or the ability to learn Credit Union systems, products, services and procedures
Experience
- Similar or Related Experience
- Working knowledge of credit union products and services
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
