Summary
Job Details
Job Location: Wayne Branch - Wayne, PA 19087.
Position Type: Full Time.
Salary Range: $21.56 - $25.00 Hourly.
General Purpose
To create a positive memorable experience with each member through prompt, upbeat interactions while following Credit Union policies and procedures. Responsible for matching the Credit Union's products with the needs of members; takes a proactive approach in selling products that meet member needs in an effort to exceed established goals.
Essential Functions
- Ability to positively assist with completing membership /new account applications by greeting members in person, on the telephone or remotely. The new member process must be completed accurately, timely and pass quality control review within written guidelines.
- Ability to build long-term relationships between the members and the Credit Union including knowledge to recommend additional services that may fit the member's needs.
- Working knowledge of all loan products and associated regulations.
- Ability to recommend, originate, disburse approved loan applications in a timely manner with assistance as needed.
- Assist members with completing all Credit Union Products and Services with limited assistance as needed.
- Complete Currency Transaction Reports with accuracy. Recognize and report suspicious activity to Member Solutions Dept. &/or manager.
- Meet or exceed all assigned goals.
- Represent the Credit Union in a professional/positive manner at all times.
Other Duties
- Provide marketing material and handle specific requests from members for information about the Credit Union.
- Complete all member requests in a timely manner.
- Travel to Branches as backup and meet members at remote sites, as needed.
- Perform other duties as required.
Qualifications
Job Requirements (Knowledge/Abilities):
- Demonstrated ability to provide courteous and professional service to members.
- Demonstrated ability to explain and initiate the processing of Credit Union services.
- Familiar with Credit Union functions and sales ability.
- Knowledge of Credit Union products and services.
- Knowledge of organization's policies/procedures and Credit Union's service philosophy.
- Knowledge of Credit Union deposit and lending functions.
- Knowledge of Credit Union's in-house computer system.
- Effective written and verbal communication skills
- Strong interpersonal and presentation skills.
- Knowledge of safety and security program for robberies, bomb threats and extortion.
Job Requirements (Education/Experience):
- High School diploma or equivalent.
- 2-3 years of experience, preferably in a branch setting.
- Financial service experience preferred.
Job Description
Job Details
Job Location: Wayne Branch - Wayne, PA 19087.
Position Type: Full Time.
Salary Range: $21.56 - $25.00 Hourly.
General Purpose
To create a positive memorable experience with each member through prompt, upbeat interactions while following Credit Union policies and procedures. Responsible for matching the Credit Union's products with the needs of members; takes a proactive approach in selling products that meet member needs in an effort to exceed established goals.
Essential Functions
- Ability to positively assist with completing membership /new account applications by greeting members in person, on the telephone or remotely. The new member process must be completed accurately, timely and pass quality control review within written guidelines.
- Ability to build long-term relationships between the members and the Credit Union including knowledge to recommend additional services that may fit the member's needs.
- Working knowledge of all loan products and associated regulations.
- Ability to recommend, originate, disburse approved loan applications in a timely manner with assistance as needed.
- Assist members with completing all Credit Union Products and Services with limited assistance as needed.
- Complete Currency Transaction Reports with accuracy. Recognize and report suspicious activity to Member Solutions Dept. &/or manager.
- Meet or exceed all assigned goals.
- Represent the Credit Union in a professional/positive manner at all times.
Other Duties
- Provide marketing material and handle specific requests from members for information about the Credit Union.
- Complete all member requests in a timely manner.
- Travel to Branches as backup and meet members at remote sites, as needed.
- Perform other duties as required.
Qualifications
Job Requirements (Knowledge/Abilities):
- Demonstrated ability to provide courteous and professional service to members.
- Demonstrated ability to explain and initiate the processing of Credit Union services.
- Familiar with Credit Union functions and sales ability.
- Knowledge of Credit Union products and services.
- Knowledge of organization's policies/procedures and Credit Union's service philosophy.
- Knowledge of Credit Union deposit and lending functions.
- Knowledge of Credit Union's in-house computer system.
- Effective written and verbal communication skills
- Strong interpersonal and presentation skills.
- Knowledge of safety and security program for robberies, bomb threats and extortion.
Job Requirements (Education/Experience):
- High School diploma or equivalent.
- 2-3 years of experience, preferably in a branch setting.
- Financial service experience preferred.
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