SUMMARY:

This position requires travel to all branches on a flexible schedule. To have general knowledge of all branch service functions, and to be able to perform duties in all departments. Must be able to work in various branch locations on very little notice.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Sells/Cross Sells products and services, both in person and via provided call lists, based on member needs in order to meet assigned goals.
• Acts as a Credit Union Representative in the field. Travels to designated locations to provide services to members.
• Responsible for the essential functions of a Cash Teller, Member Service Center Teller, Member Service Representative, and a Loan Interviewer at all assigned branch locations of the credit union. Often has to be at a branch location on very little notice, or immediately.
• Responsible for travel to, and returning from, all credit union locations.
• Counsels members within their scope of knowledge, when necessary.
• Performs such other member service functions that might be needed from time to time, and assists others to complete tasks and work assignments.
• Other duties as assigned.

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be outgoing, enthusiastic, conscientious, group oriented, open to change and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Regulatory Requirements:Your position has specific procedures that must be followed to comply with Privacy Act, Office of Foreign Assets Control (OFAC), and Bank Secrecy/Patriot Act. You will receive annual training to keep you current on any changes to these policies/procedures to assure compliance. Failure to comply with procedures may cause termination of your position as well as possible monetary penalties from the federal regulatory agency.

EDUCATION and/or EXPERIENCE:

High school diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience. Thorough knowledge of credit union's computer system for performing basic input/output tasks.