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About the Role
Provide solutions to Members’ financial needs by suggesting credit union products and services, handling problems and inquiries, and performing transactions with accuracy and little supervision in a positive and professional manner. Maintain a thorough knowledge of all credit union services and be available to assist as needed in other areas.
Responsibilities
- Evaluate new and existing Member’s accounts, services, and credit report to identify and cross sell credit union services, deposit, and loan products.
- Obtain required documentation to process Member loans and input loan applications.
- Obtain required documentation to process and open new membership accounts and/or services.
- Process requests for stop payments, share draft copies, wire transfers, certificate changes, statement copies, credit card applications, check orders, resolve Member bill pay issues, address changes, and loan questions.
- Respond to Member’s requests via phone or mail regarding credit union products, services, and fees.
- Interact with Members to resolve inquiries, problems, and complaints.
- Perform non-monetary transactions such as deposits, loan payments, transfers, and check withdrawals for Members via phone or in person.
- Keep up to date on all new and existing electronic services offered by the credit union and explain and educate Members on these services.
- Adhere to all security procedures as well as all credit union policies and procedures.
- Complete and pass all required BSA Training.
- Cover reception desk in absence of the receptionist.
- Maintain inventory and required audits for safety deposit boxes.
- Perform Notary Public duties.
- Obtain required documentation and perform Signature Guarantees following all proper policies and procedures.
- Accommodate flexible work schedule to meet branch needs, including evenings and weekends.
- Assist at Teller platform during peak periods.
- Report to various in-county (Nassau or Suffolk) locations as directed by Management.
- Perform other duties as assigned by management.
Requirements
- High school graduate or equivalent.
- Prior Sales experience.
- Teller experience required.
- Must possess good communication, supervisory, and organizational skills.
- Complete registration with NMLS within 30 days.
- Complete Signature Guarantee training within 30 days.
- Obtain Lending Authority within 180 days.
Skills
- Excellent written and oral communication skills
- Excellent organizational skills
- Ability to prioritize
- Ability to pay close attention to detail
- Ability to coordinate various activities simultaneously
- Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.
Location
- Nassau
- Suffolk
Work Type
- Full-time
Education Level
- High school graduate or equivalent