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About the Role
Serve as a liaison between members and the credit union, providing information on services, opening accounts, and resolving member issues.
Responsibilities
- Greet and welcome members and visitors professionally and promptly.
- Provide information on membership eligibility, account types, loan products, and other credit union services.
- Communicate information in-person, via email, written correspondence, and telephone.
- Handle member requests for share transfers, withdrawals, check requests, certificate transactions, and line of credit advances.
- Provide information and process applications for first, second, and other mortgage and loan products.
- Follow up with members on loan requests and educate them on Loan Protection Products.
- Identify opportunities to cross-sell credit union products and services.
Requirements
- Knowledge of general credit union operational procedures, including cash handling, teller duties, member services, and loan processes.
- Previous teller or member service experience is required.
- Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.
- Accurate cash handling skills.
- Ability to operate a PC, adding machine, credit card and check image equipment, calculator, and other job-related office equipment.
- Strong customer service and telephone skills.
- Well-organized and attentive to detail.
Skills
- Integrity
- Be Bold
- Compassion
- Diversity
- Innovation
- It's On Me
- One Team
- Cash handling
- PC operation
- Adding machine operation
- Credit card equipment operation
- Check image equipment operation
- Calculator operation
- Customer service
- Telephone skills
- Organization
- Attention to detail
Education Level
- High school education equivalent
Equal Opportunity
- We are proud to be an EEO/AA employer M/F/D/V.
- We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.