Address
Form of workEssential Duties and Responsibilities:
Supervisory Responsibilities:
Carries out supervisory responsibilities in accordance with organization's policies, procedures and
applicable laws. Provides ongoing coaching and feedback to Member Services representatives to ensure quality work is produced and goals are met.
Education and/or Experience:
o Associates degree preferred or equivalent combination of education and experience.
o 2+ years of member/customer service experience, 2+ years in financial services.
o 1+ year of sales experience preferred.
Performance Skills:
Ability to work with a team and/or independently, Organized, Ability to Multi-Task, Technical/Computer Skills/Experience, Self-Motivated, Professional Verbal and Written Communication Skills, Authentic People Skills (friendly, approachable), Detail and Goal Oriented, Ability to Work in a Fast-Paced Environment, Relationship Skills, Active Listener, Adaptable, Problem-Solving Skills.
Physical Demands:
This is largely an active role, requiring use of typical office equipment such as a computer, printer, and vaults. Requires sitting for long hours and/or standing for long hours. Requires some lifting, under 50 lbs. Most work is completed in an office environment. Walking around the branch and addressing employees and members is required.
- Represents the Credit Union in a professional and courteous manner to members and potential members.
- Acts as a primary source of product information for member and staff inquiries.
- Fully complies with all SRP Credit Union policies, procedures, guidelines, and service standards, including but not limited to the Bank Secrecy Act, the Patriot Act and OFAC Policies.
- Responsible for offering Credit Union products and services. Credit Union services are to be promoted using a member benefit- based approach to aid members in obtaining their financial goals.
- Gathers all necessary information to complete memberships, business memberships, deposit and loan accounts/applications and maintenance. Communicates loan decisions, both approvals and denials, to loan applicants. Disburses completed loans to members. Provides accurate and complete documentation required for each account and loan in accordance with established policies and procedures.
- Provides Notary Services for members.
- Successfully meets or exceeds sales and service goals set by management.
- Assists members with fraud, discrepancies or any questions pertaining to their accounts.
- Must be able to perform basic teller transactions.
- Exercises assigned approval authority in certain situations, including check acceptance and wire transfers.
- May be assigned other tasks by management.
Supervisory Responsibilities:
Carries out supervisory responsibilities in accordance with organization's policies, procedures and
applicable laws. Provides ongoing coaching and feedback to Member Services representatives to ensure quality work is produced and goals are met.
Education and/or Experience:
o Associates degree preferred or equivalent combination of education and experience.
o 2+ years of member/customer service experience, 2+ years in financial services.
o 1+ year of sales experience preferred.
Performance Skills:
Ability to work with a team and/or independently, Organized, Ability to Multi-Task, Technical/Computer Skills/Experience, Self-Motivated, Professional Verbal and Written Communication Skills, Authentic People Skills (friendly, approachable), Detail and Goal Oriented, Ability to Work in a Fast-Paced Environment, Relationship Skills, Active Listener, Adaptable, Problem-Solving Skills.
Physical Demands:
This is largely an active role, requiring use of typical office equipment such as a computer, printer, and vaults. Requires sitting for long hours and/or standing for long hours. Requires some lifting, under 50 lbs. Most work is completed in an office environment. Walking around the branch and addressing employees and members is required.
