Role:

To assist members and potential members with their Credit Union needs; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people.

Essential Functions & Responsibilities

E

70%

Assists members with opening and closing accounts, answers questions about products and services and 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%

Identifies cross-sell opportunities and cross-sells services to members.

E

5%

Acts as liaison between members and various organizations and departments

E

5%

Assures that appropriate records are maintained and required reports are prepared.

E

5%

Maintains member account information on computer system.

N

5%

Performs other related duties as assigned.

Performance Measurements:

1. To provide prompt, accurate, courteous, friendly, timely and professional service to all members. (To assist
members waiting in the lobby within five minutes; To answer telephone within 3 rings; To respond to all correspondence within 24 hours).

2. To balance your cash drawer, being off no more than $10 in a 30 day period.

3. To troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.

4. To have no more than 3 resolved or unresolved posting errors in a 30 day period.

5. To proactively seek to identify opportunities to cross sell products and services for the betterment of the member.

6. To maintain a professional work environment and businesslike appearance.

7. To maintain a dependable record of attendance and timeliness.

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 contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.

Other Skills

Able to operate a 10-key calculator, typewriter, and computer keyboard.

Physical Requirements

Work Environment

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Job Types: Full-time, Part-time

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Experience level:

• 1 year

Schedule:

• Monday to Friday

Ability to Relocate:

• Stephenville, TX 76401: Relocate before starting work (Required)

Work Location: In person