Job description
Are you ready to build a career with a local financial institution who is passionate about our community and our team?
Check out this short video to see if we are a good match for you!
Provides exceptional service at all member touchpoints including answering all incoming calls and electronic communications. Provides information and member support concerning the credit union and its products and services to members and employees. Through creating member loyalty, you must excel in core contributor relationships by offering share and loan products. Educate and empower members to utilize e-services.
The following duties are normal for this position. These are not to be construed as exclusive or all inclusive. Other duties may be required and assigned.
- Post member transactions efficiently and accurately
- Answer incoming calls within expectations set by management
- Respond to member requests through different e-channels
- Handle member research requests, including verification of deposit, check copies and statement copies.
- Performs advanced research projects for members, courts, the IRS, or any other entity.
- Complete daily e-branch tasks as assigned by manager
- Meet or exceed Quarterly e-branch goals
- Maintains a high level of accuracy of all essential functions
Other Duties and Responsibilities
- Maintain and adhere to current knowledge of credit union philosophy, credit union services, products and policies
- Follow standard security programs
- Attend quarterly employee meetings and department meetings as required
- Perform other duties as assigned
Experience and Training
- High School diploma or GED equivalent
- Pass Teller training and MSR training with 80% or better
Required Knowledge and Abilities
- Credit union products, services and policies
- Perform minor math calculations
- Organize time effectively
- Communicate effectively and professionally with members and the public through phone and e-channels
- Work independently and efficiently
- Pay attention to details, be proficient and accurate
- Be flexible and handle more than one task at a time
Physical Requirements (approximate percentage of day spent)
- Standing- 10%
- Sitting- 60%
- Bending-3%
- Squatting- 2%
- Walking- 10%
- Lifting- 7% 5-15 lbs
- Twisting-3%
- Driving- 5%*
- May be required to drive to another branch
Extent of Public Contact
This position works extensively with our members, both internal and external, primarily through the telephone.
Working Conditions
Duties performed are in an office environment.
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