To become a trusted financial advisor to our members by providing/offering/promoting information on all types of products/services. Opens and processes all types of accounts and loans beneficial to the member while maintaining confidentiality. Performs a variety of duties in the branch to support daily branch operations.
Major Duties and Responsibilities :
Processes all types of member accounts and loan applications through the online system including consumer loan closing. Obtains accurate updated identification and information for applications following policy and procedure. Audit/quality control (QC) all documents for accurate file maintenance and proper documentation prior to forwarding to the appropriate department within allowable time frames.
Promotes/offers Credit Union products and services which would benefit the member.
Counsels members on financial matters to assist them in budgeting/financial planning/automated services such as on-line banking and provide investment and credit alternatives.
Continually increasing knowledge to answer members questions and resolves member problems; refers problems that are beyond their authority.
Receives and processes member financial transactions and a variety of operational duties to meet work load demands.
Experience: Six months to two years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills : A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Community First Credit Union is an Equal Opportunity Employer M/F/D/V