At Xceed Financial, we strive for Everyday Xcellence. Every associate is a brand ambassador who plays a critical role in driving our members, business partners and their families to strong financial futures. In your role as an Xceed associate, you demonstrate a commitment to the Credit Union’s vision and mission, embody our core values, and proactively contribute to our Credit Union’s growth and progress.
Under general supervision, perform a variety of teller transactions based on the member’s needs as well as to sell XFCU financial products and services to XFCU members and potential members. Thoroughly understand and adhere to credit union standards, policies, and procedures. Communicate to members effectively. Assist with member transactions and account issue resolution as required.
Primarily responsible for transaction posting, account setup, and maintenance while following established XFCU policy and procedure guidelines.
Build positive relationships with members, ability to assess member needs and recommend financial solutions.
Maintain sales contact, pipeline, and other pertinent sales referral activity reports.
Meet assigned referral goals.
Assist members with consumer loan, deposit, and technology based engagement tools.
Responsible for proactive sales initiatives including product referrals, account opening, and cross-selling new products as directed.
Ensure Financial Center quality service standards are maintained and are consistent with established XFCU goals.
Ensure cooperation/teamwork and assist other staff members as needed.
Responsible for handling Financial Center in-bound calls and providing product service information.
Maintain thorough knowledge of all credit union products, policies, and procedures.
Minimum of one (1) to (5) five years of experience.
Knowledge of federal and state regulatory requirements as it pertains to the job function.
Excellent oral and written communication skills.
Ability to work independently and in teams.
Ability to analyze and solve problems.
Must have working knowledge of Word, Excel, and Outlook.
Ability to manage multiple tasks.
EDUCATION QUALIFICATIONS Associate degree or equivalent 1-year experience preferred.
OTHER SKILLS, ABILITIES, AND PERSONAL CHARACTERISTICS: Must possess the ability to work independently and as part of a larger team. Communication skills including written, oral, and presentation skills are required. Must be able to perform complex analysis and produce professional documentation with recommendations. A strong bias for action is essential.
COMPUTER SKILLS: Proficient in Microsoft Applications (Word, Excel, PowerPoint, Outlook) MATHEMATICAL SKILLS: Ability to compute rates, ratios and percents, draw and interpret graphs, and accurately extrapolate probable outcomes from sampled data. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.
While performing the duties of this job, the associate is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear. The associate must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an associate encounters while performing functions of this job. The noise level in the work environment ranges from quiet, to moderately noisy, where automated equipment is in operation. It is a non-smoking environment.
The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.