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About the Role

Provide exceptional member service by delivering products and services that enhance members’ financial lives. Assist with banking and lending needs, from basic transactions to account management and loan products, while educating members on available services. Foster a positive, inclusive team environment and ensure accuracy and compliance in all transactions.

Responsibilities

• Engage with members to identify their needs and cross-sell relevant products and services.
• Exhibit expertise in a wide range of offerings, including deposit accounts, loan products, and corporate services.
• Educate members on the benefits of ancillary lending products such as life, disability, GAP, and MRC.
• Welcome members and provide support for teller and platform functions.
• Demonstrate expertise in the Credit Union’s products and services, educating members on solutions that meet their financial needs.
• Open and process new accounts, specialty accounts, and lending products.
• Assist with account additions, closures, and ongoing maintenance.
• Resolve disputes, fraud issues, and errors in a timely manner.
• Perform training and coaching of team members in collaboration with branch leadership.
• Lead by example and foster a positive work culture.
• Create an inclusive and supportive environment where team members assist one another.
• Act as a role model for professionalism, integrity, and customer service excellence.
• Ensure accuracy in all member transactions and manage teller drawer balances.
• Rotate between teller line and platform duties as needed, meeting balancing requirements outlined in performance standards.
• Carry out required audit procedures, including dual control and cash management.
• Follow all policies and procedures as outlined in the HR Manual, ensuring compliance and quality control.
• Address discrepancies and follow up with members in a timely manner, collaborating with support departments as needed.
• Stay informed of changes in credit union policies, security, compliance, rates, and consumer protection laws.
• Participate in branch meetings and engage in ongoing training via email, Teams, or other resources.
• Perform other related duties as assigned.
• Be flexible and available to work various hours, including Saturdays and across branch locations.

Requirements

• 1 to 3 years of related experience in banking or a service-to-sales role.
• A two-year college degree, completion of a specialized course of study at a business or trade school, or equivalent work experience is required.
• Completion of the following Credit Union courses is also required: MSR Beginning, MSR Advanced, Business Accounts, Deposit Accounts, Beginning Lending, Intermediate Lending, Advanced Lending, and Home Equity, or completion within six months of hiring or promotion.
• Proficient in operating a 10-key calculator and computer.
• High accuracy in data entry.
• Familiarity with communication platforms such as email, Teams, texting, etc.
• NMLS licensing eligibility.
• Frequently sit, talk, hear, and use hands for handling tools and controls.
• Occasional tasks may involve standing, walking, reaching, stooping, kneeling, crouching, or crawling, with the ability to lift up to 50 pounds.
• Specific vision requirements include close vision and focus adjustment.
• Resourcefulness and problem-solving abilities on occasion.
• Frequent initiative-taking.
• Consistently concentrate, exercise sound judgment, and remain patient while interacting with members, employees, and vendors.

Skills

• Product Knowledge
• Cross-Selling
• Member Service
• Account Assistance
• Leadership
• Team Collaboration
• Transaction Accuracy
• Compliance
• Professional Development
• Courtesy
• Tact
• Diplomacy
• Inclusivity
• Positive Communication
• Relationship Building
• Cooperation
• Receiving Constructive Feedback
• Operating a 10-key calculator
• Computer proficiency
• Data entry
• Communication platforms (email, Teams, texting)
• NMLS licensing eligibility

Work Type

• Full-time

Experience Level

• 1 to 3 years

Education Level

• Two-year college degree or equivalent work experience
• Completion of specialized course of study at a business or trade school
• Completion of specific Credit Union courses or within six months of hiring/promotion

Salary/Compensations

• $21.97 - $32.96 per hour

About the Company

• The normal office environment is free from discomfort due to temperature, dust, noise, etc.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.