Posted in Banking 30+ days ago.
Type: Full-Time
Now offering a $500 signing bonus to be paid following 90 days of employment!!!
Role: To ensure members receive friendly, accurate, and timely assistance when addressing member questions, and to be able to provide all member services while utilizing the support departments as needed, while maintaining an image of professionalism.
Essential Functions & Responsibilities:40% Welcomes members and provides information concerning products and services. Directs members to appropriate department for specific information and service; opens and processes all new accounts, including savings accounts, business accounts, trust accounts, certificates, IRAs and checking accounts; handles requests in a professional, prompt and efficient manner; cross-sells credit union products and services. Meet with members by appointment to develop customized financial goals/solutions, communicate with staff about financial counseling practices, procedures and referral guidelines. Maintain certification and credentials by attending required FiCEP trainings for Financial Counselors.25% Completes account inquiries, address changes, closing accounts, and account maintenance requests as directed by members, including changes relative to payroll deduction; researches account information or discrepancies for members at their request utilizing all tools available.10% Receives and processes member financial transactions, including deposits, withdrawals and loan payment transfers amounts from member accounts as directed; posts transactions to member accounts and maintains records; verifies cash and endorsements, issues receipts, and receives check re-orders.10% Keeps informed of the latest changes in credit union policies and procedures relating to security, compliance, rates, and consumer protection laws.10% Meets balancing requirements as outlined in the Branch Employee Performance Standards, performs a variety of miscellaneous tasks including typing, filing, computer input, scanning and answering the telephone.5% Performs other related duties as assigned; must be able to work flexible hours, including Saturdays, at any/all branch locations.
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