5 Account Servicing Representative Jobs in Butler, PA
Armco Credit Union is Hiring an Account Servicing Representative Near Butler, PA
Job Details
Description
Role:
Assists members and potential members with their financial needs, opens new accounts, processes account transactions, resolves problems, and provides assistance and information regarding products and services.
Essential Functions & Responsibilities:
| E | 60% | Assists members with opening and closing accounts, process student loan requests, title processing, tax form corrections, etc. Answers questions about products and services including on-line banking, bill pay and debit card issues. Resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations. |
| E | 10% | Requires knowledge of the Credit Union's policies & procedures that affect the account servicing function. These include monitoring of transactions in compliance with the Anti-Money Laundering Program, including for possible suspicious activity. Other policies & procedures include Regulation E (Electronic Funds Transfer Act), Regulation CC (Expedited Funds Availability Act), Regulation DD (Truth in Savings Act), CRA (Community Reinvestment Act), and FDIC Insurance Coverage. Tellers are required to stay current with information provided to them by management. |
| E | 10% | Maintains member account information on computer system. Ensures appropriate records are maintained and required reports are prepared. |
| E | 5% | Identifies cross-sell opportunities and cross-sells services to members. |
| E | 5% | Acts as liaison between members and various departments. |
| N | 5% | Back up for other Account Servicing functions including receptionist, loan clerk and mailroom. |
| N | 5% | Performs other job related duties as assigned. |
Performance Measurements:
| 1. | Provide informed, prompt, accurate service and support to all members and associates by waiting on members in lobby, answer the telephone and respond to messages or correspondence in a timely manner. |
| 2. | Open all accounts, certificates, loans, and other credit union products or services accurately, ensuring all related forms and documents are completed and filed/scanned in a timely manner. |
| 3. | Carry out assigned duties and responsibilities with minimal errors according to established department standards. |
| 4. | Actively cross-sell products and services to members to achieve established goals for the betterment of the member. |
| 5. | Troubleshoot and resolve member and internal inquiries in a timely and accurate manner. |
| 6. | Ensure compliance with all applicable credit union policies and procedures. |
| 7. | Meet or exceed individual goals assigned. |
Qualifications
Knowledge and Skills:
| Experience | One year to three years of similar or related experience. |
| Education | A high school education or GED. |
| Interpersonal Skills | Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. |
| Other Skills | Knowledge of computers and database/spreadsheet/word processing software Strong communication skills Ability to work with a wide range of people |
| Physical Requirements | The work is sedentary. Typically, the employee may sit comfortably to do the work. However, there may be some walking, standing, bending, carrying of light items, driving an automobile, etc. No special physical demands are required to perform the work. |
| Work Environment | Regular exposure to favorable conditions such as those found in a normal office environment. |
This job description is subject to change at any time.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Job Summary
Other
Banking
$34k-42k (estimate)
04/21/2023
06/27/2024
armcocu.com
MARS, PA
25 - 50
1935
MARK J CALABRO
<$5M
Banking
Related Companies
About Armco Credit Union
Armco Credit Union was established in 1935 by a small group of Armco employees. This newly formed financial cooperative was the means by which some employees could save and other employees could borrow. As time went by, the Credit Union grew as the members enjoyed a high level of convenience and personal service that was tough to find at any other financial institution. In the mid 1980s, the Board of Directors conducted a survey to determine how the Credit Union could better serve its members. The result of the survey showed that the membership wanted to expand the services of the Credit Union... to include checking, ATM cards, credit cards and most importantly, allow family members to take advantage of these services, not just the employees. To this end, the Board purchased property in Pullman Center and erected a $1.2 million dollar facility, entirely owned by the members. This move into its own building in January, 1989, enabled the Credit Union to expand the services offered to members and their families. In the spring of 1990, the members voted to continue to diversify and strengthen the Credit Union by allowing other Sponsor Organizations (formerly called Select Employer Groups) and their family members to join the Credit Union. Now, after careful review and approval by the Board of Directors and the Pennsylvania Department of Banking, other employer and associational groups can participate in the Credit Union. We currently rank as the 2nd largest credit union in Western Pennsylvania with approximately $350 million in assets, while also exceeding 30,000 members. We are a state chartered credit union and are therefore governed by the banking laws of Pennsylvania. Deposits are federally insured by the National Credit Union Administration, an independent agency of the United States Government.
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