Role
This role is responsible for assisting members and potential members with their financial needs, selling services and recommending new products to improve our members’ financial well-being.
Essential Functions & Responsibilities
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Sell credit union services and make qualified referrals while building superior account relationships
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Receives and processes member financial transactions including deposits, withdrawals, and loan payments; sells money orders to members’ transfers amounts from member accounts as directed
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Accurately process member transactions
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Maintains accurate member account information on computer system and prepares required reports for management
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Ability to work in a team environment as well as independently
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Exhibits a positive attitude toward Credit Union initiatives and mission statement, supporting member acquisition and retention.
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Ability to use office technology such as a computer, internet, email, and other office related software
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Ability to work in an office environment for at least 8 hours per day
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Performs other job-related duties as assigned
Performance Measurements
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Accurately process member transactions
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Actively cross-sell products and services to members to achieve or exceed all established individual and branch sales goals
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Possess thorough knowledge of credit union products and ensure compliance with credit union’s policies, procedures, bylaws, and appropriate regulations
Knowledge & Skills
Experience One year to three years of similar or related experience.
Education A high school education or GED.
Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretions, requiring diplomacy and tact in communication.
Other Skills Must be organized and demonstrate the ability to follow guidelines.
Must demonstrate excellent interpersonal and communication skills.
Must demonstrate the ability to be self-directed.
Must demonstrate the ability to follow the organization's confidentiality and security rules.
Physical Requirements The physical requirements 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. While performing the duties of this job, the employee is frequently required to sit; talk; or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision and depth perception.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
