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Form of workThe deadline to apply for this opportunity is May 9, 2023.
Job Description:To assist members and potential members with their Credit Union needs with regard to new accounts, loans, and notary services. Refer members to appropriate credit union personnel for services outside the scope of given responsibility.
Essential Functions and Responsibilities:
Experience: One or more years of customer service and sales experience is required.One month or more of Lending experience preferred.One or more years of Financial Services experience preferred.
Education:A high school diploma or GED.
Other Skills Required:
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Job Description:To assist members and potential members with their Credit Union needs with regard to new accounts, loans, and notary services. Refer members to appropriate credit union personnel for services outside the scope of given responsibility.
Essential Functions and Responsibilities:
- Assists members with financial transactions, including opening and closing accounts; answers questions about products and services; refers problems that are beyond given authority to supervisor.
- Interviews members and assists with loan inquiries and processing/closing loans. Follows up with members on pending and countered loans.
- Identifies and follows through on cross sell opportunities.
- Obtains appropriate documentation and signatures on all new accounts, loans, and other member-related services.
- Promotes and actively participates in any branch promotions and credit union campaigns.
- Performs duties as a notary public.
- Maintains and updates member account information on the computer system.
- Performs other job-related duties as required.
Experience: One or more years of customer service and sales experience is required.One month or more of Lending experience preferred.One or more years of Financial Services experience preferred.
Education:A high school diploma or GED.
Other Skills Required:
- Excellent written and verbal communication skills required with the ability to effectively interact andmake recommendations to all levels of the organization.
- Excellent organizational, analytical and reasoning skills.
- Must possess attention to detail and mathematical ability to perform very basic math skills
- Strong customer service orientation and detailed oriented
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
