Greet and welcome members and visitors in a courteous, professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.Provide in-person, by-telephone, and emailed general and specific service-related information concerning products or policies.Respond to member requests, problems, and complaints, resolve issues, and/or direct them to the appropriate person for specific information and assistance.Open new accounts and service existing accounts. Set up new account files, and provide members with all necessary information for membership.Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.Keep up-to-date and comprehensive knowledge of all products and services that are handled or promoted.Promote products and services based on member needs that are obtained from member interviews and/or review of member accounts. Actively cross-sell products.Provide information on investment alternatives to members wishing to deposit funds.Assist members in balancing their accounts. Assist members in opening individual retirement accounts.Secure and safeguard all confidential information
1-4 years
Works well with a teamAbility to collect and analyze data. Knowledge of new accounts, IRA, CD's, loans, wires, safe deposit boxes, online banking, and all products such as GAP, Extended Warranty, and Credit Life and Disability.
Must have customer service and clerical/ administrative experienceWritten and verbal communication skillsTelephone etiquetteTechnologically literateMust submit to background check and drug screenHigh school diploma or equivalent required
High School
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