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1 Utility Member Experience Coordinator Job in Montgomery, AL

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ASE Credit Union
Montgomery, AL | Full Time
$64k-78k (estimate)
3 Months Ago
Utility Member Experience Coordinator
ASE Credit Union Montgomery, AL
$64k-78k (estimate)
Full Time | Investment Management 3 Months Ago
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ASE Credit Union is Hiring an Utility Member Experience Coordinator Near Montgomery, AL

Role

Responsible for accurately processing financial transactions and assisting members in the lobby or drive-thru and by phone and email. Provides friendly, professional, and confidential service to members while minimizing wait time. Assists members with a variety of products and services. Works at all branch locations, including contact center, based on the needs of the organization. Daily schedule adjustments can and should be expected.

Major Duties and Responsibilities

30%

Demonstrates efficiency with financial transactions for shares, checking, and loans; receives funds, posts transactions, and processes withdrawals as requested. Processes redemption for bonds. Verbally confirms intended transactions with members to assure needs are met and errors are minimized. Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Follows established procedures for accepting checks, determining appropriate holds, and negotiating checks on member accounts. Effectively processes shared branching transactions according to Shared Branching Operating Rules and Regulations.

25%

Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, and IRAs. Explains and educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, and notary services. Processes business account requests. Assist with FSR and manager tasks including loan post close processes such as scanning and filing loan documentation as needed.

25%

Fills in as an agent in the Member Contact Center. Answers incoming calls and emails and helps maintain a high service level. Exhibits exceptional member service and consistently meets call grading standards.

10%

Assists other departments with transactions as needed. Performs various administrative tasks including but not limited to scanning, sorting, and filing. Assists with system testing.

5%

Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations.

5%

All other job responsibilities as assigned by management.

Knowledge and Skills

Experience

Two years of teller and customer service experience in the financial industry required. Experience in sales, opening accounts, and/or consumer lending preferred.

Education/Certifications/Licenses

High school degree or GED required.

Interpersonal Skills

Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.

Other Skills

Good written and verbal communication skills, ability to multitask, logic and reasoning skills, time management skills, Microsoft Office

ADA Requirements

Physical Requirements

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

ASE Credit Union is an Equal Opportunity Employer

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$64k-78k (estimate)

POST DATE

02/15/2023

EXPIRATION DATE

10/24/2028

WEBSITE

asecu.org

HEADQUARTERS

Montgomery, WV

SIZE

100 - 200

INDUSTRY

Investment Management

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