- 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 teller transactions, transaction research, process wire requests, notary services, answer questions concerning accounts and provide general information to the public about the Credit Union.- Be the Credit Union product expert to match them to Member needs.- 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.- Receive and announce Members, vendors and other guests to the Credit Union in a prompt and professional manner, and direct to appropriate personnel or department.- 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.
1-4 years
- 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 communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential. - Ability and willingness to interact calmly and professionally with people from all backgrounds.- Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
- High school diploma or equivalent.- 1-3 years professional member service experience.- 1-3 years professional banking or credit union experience.
High School
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