The primary purpose of this position is to provide quality service to the Credit Union members. This is accomplished by serving as a liaison between the member and the credit union; greeting and welcoming credit union members in a professional and timely manner; providing information to current as well as prospective members on membership eligibility, account types, loan products and any other services the Credit Union offers. Other duties include opening new accounts for members to include but not limited to: loans, IRA’s, and certificates; resolving problems with members’ accounts, interviewing loan applicants, processing loan requests, responding to members’ requests in a timely, professional manner and processing members’ requested financial/cash transactions.

Responsibilities include:

• Identify member needs and provide information on membership eligibility, account types, loan products and other Credit Union services.
• Open new accounts, complete Credit Union onboarding process, process and maintain loan requests, provide detailed information on mortgage loan products.
• Respond to member requests, problems and concerns by problem solving via email, phone, and/or written correspondence.
• Educate members on Credit Union products and services that will benefit both parties by listening, anticipating member needs and recommending appropriate product solutions.
• Cultivate and retain member relationships by providing quality service with a professional positive attitude.

Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Communication, Diversity, Innovation, It’s On Me, and One Team.

This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.