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Form of workJob Description
DESCRIPTION:
Assist members and potential members with their Credit Union needs; provide expertise in services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc. Explain services, set up new accounts, assist members with their consumer lending needs, and respond to problems. Assist members with their financial transactions involving receiving and disbursing cash and other negotiable instruments.
RESPONSIBILITIES:
Experience Required:
Three to five years of industry experience (banking/financial/credit union)
Assist members and potential members with their Credit Union needs; provide expertise in services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc. Explain services, set up new accounts, assist members with their consumer lending needs, and respond to problems. Assist members with their financial transactions involving receiving and disbursing cash and other negotiable instruments.
RESPONSIBILITIES:
- Receive and process member financial transactions, including deposits, withdrawals and loan payments; sell money orders and transfer amounts from member accounts as directed.
- Assist members and potential members with opening and closing accounts, answer questions about products and services and resolve problems that are within their authority to resolve; refer problems that are beyond their authority to their supervisor, along with their recommendations.
- Explain loan programs to members and recommend loan options.
- Process loan applications and forward to loan officer for decision.
- Prepare and/or review all loan documents for completeness and accuracy.
- Disburse approved loans in a timely manner.
- Identify cross-sell opportunities and cross-sell services to members.
Experience Required:
Three to five years of industry experience (banking/financial/credit union)
