-Process all personal loan/line requests, excluding residential mortgages, for prospective Members and existing Members, up to assigned limit.-Be the primary contact for opening of accounts, within established regulations, policies and procedures.-Provide Member services such as transaction research, process wire requests, notary services, answer questions concerning accounts and provide general information to the public -Answer all incoming phone calls proactively, promptly and professionally.-Perform all tasks and projects which are requested and required by supervisor, senior management, and organizational need.-Correct Member contact information as needed.-Maintain ongoing communication with Supervisor and senior management, informing them of all pertinent problems, new developments, changes and other important information.-Work proactively and positively with other personnel to ensure a team effort and prompt Member service.
1-4 years
-Strong analytical and organizational skills.-Ability to learn basic Teller and Loan Officer functions.-Knowledge of NCUA insurance and IRA guidelines/procedures.-Ability and willingness to maintain notary licensure.-Ability to learn on the job and improve office-related skills.-Ability to prioritize work and juggle multiple simultaneous projects.-Ability to work with a variety of office equipment and software systems.
-High school diploma.-1-3 years professional member service experience.-1-3 years professional banking or credit union experience.
High School
We are here to help you with your questions.