Scope: The position serves to deliver outstanding, professional phone and in-person service to members and potential members by effectively and efficiently identifying member needs, possessing strong communication skills with the ability to offer suitable products/services/solutions while building and deepening the financial relationship to make Excel FCU the member’s most trusted financial partner.
Duties and Responsibilities:
- Professionally greet and assist members and potential members in person and via phone.
- Effectively use active listening, research, and problem-solving skills to identify and offer solutions to members.
- Responsible for meeting deposit and loan goals by cross-selling products/services to new and existing members.
- Cross-sell appropriate products/services to new and existing members to include deposit products.
- Guide members through the car buying experience and lending guidelines for auto and personal loans as well as credit cards.
- Meet or exceed assigned operational, cross-sale, and organizational goals and objectives.
- Perform a wide range of transactional duties including but not limited to account maintenance, and opening several types of personal and business accounts with accuracy.
- Inform and educate members on the features and benefits of Excel FCU products/services.
- Represent Excel FCU and engage with potential members at community events to help generate new business and positive brand awareness.
- Basic teller transactions as assigned.
- Complete loan applications with members.
- Responsible for deposits and lending calls.
- Complete all assignments and assigned staff training on or before the deadline.
- Perform other duties as assigned.
*** The ideal candidate must be available to attend and actively participate in community events, demonstrating our commitment to fostering strong local relationships.***
Knowledge and Skills:
- 2-3 years of Banking and Lending experience.
- 3-5 years’ customer service experience in a call center or related customer service environment.
- Excellent listening skills, communication skills including written, verbal and telephone skills.
- Strong attention to detail, focusing on accuracy and quality of work
- Proficient working knowledge of Microsoft Word, Excel, and Outlook
- Positive, pleasant, and professional demeanor.
- Strong commitment to follow-up and ensure exceptional service is provided.
- Ability to maintain confidentiality
- Ability to effectively multitask, while staying organized and maintaining good time management.
- Demonstrate decision-making skills
- Maintain current knowledge of the credit union’s member service policies and procedures.
- GA Notary public a plus
- Bilingual a plus
Education:
- A high school education or GED
* Must have reliable transportation to commute to the Peachtree Corners Branch *
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience:
- Banking: 3 years (Preferred)
- Consumer Lending: 2 years (Required)
Shift availability:
Ability to Commute:
- Peachtree Corners, GA (Required)
Work Location: In person
