Description:
Highly motivated individual who demonstrates a positive, outgoing, and influential personality when providing an unsurpassed level of member services to ensure that members’ expectations are met and exceeded during every interaction. They will maximize every opportunity to advertise e-services and increase membership along with referring consumer and real estate loans within the branch.
Duties & Responsibilities
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Open new accounts and, through the interview process, cross sell additional products to best benefit the member needs and meet branch goals.
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Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction.
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Provide consumer and real estate loan referrals to the Loan Sales team or Branch Management.
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Disburse Consumer loans.
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Refer appropriate members to the First New York Retirement and Investment Services Program.
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Responsible for having a thorough knowledge of all products and services offered by the credit union, including but not limited to shares, consumer loans, and e-services.
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Efficiently provides servicing for all accounts and loans issues or concerns. Ensures that requests are processed correctly and completed in a timely fashion.
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Follows policies and procedures applicable to the MSR position to maintain compliance with government and credit union regulations, including but not limited to the Bank Secrecy Act.
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Perform teller duties as needed to ensure an unsurpassed level of service is provided to members.
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Participates in the Sales Incentive Program.
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Maintains Notary Public designation.
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Processes all secured and unsecured paid notes and security agreements.
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Provides quotes on consumer loan payoffs.
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Handles routine file maintenance on computer system.
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Performs other duties as may be assigned.
Requirements:
- High School graduate.
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Previous financial branch credit union/bank experience.
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Thorough knowledge of credit union products and services.
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Must be able to respect confidential information.
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Adept at utilizing most current technology and thorough knowledge of core operation system.
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General knowledge of credit union policies and procedures.
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Should have excellent communication skills and maintain a positive attitude with members and a cooperative attitude with other team members.
Work Schedule:
Monday - 8:30am - 5:00pm
Tuesday - 8:30am - 5:00pm
Wednesday - Off
Thursday - 8:30am - 5:00pm
Friday - 8:30am - 6:00pm
Saturday - 8:45am - 1:00pm
Work Location: Fully On-Site
