Description

This position is responsible for a broad range of member services such as opening and closing accounts, opening, and closing as well as renewing IRA’s and CD accounts and assisting members with questions or problems as it relates to their membership or accounts. This position is responsible for processing member transactions ex. deposits, withdrawals, transfers, payment etc., while maintaining a teller drawer, vault, ATM, and cash recycler on a daily basis. Responsibilities will also include assisting the branch to increase sales, the expansion of existing member relationships and the development of new business while maintaining our high level of service philosophies. Outstanding members and / or interdepartmental service must be delivered to meet or exceed service satisfaction standards. These responsibilities are done within all Credit Union policies and procedures as well as all applicable laws and regulations.

Requirements

• Cross-sells Credit Union products and services to have members expand their relationship with the Credit Union and closes the sale of additional products and services. Serves as the primary contact for all potential new and existing members. Educates members to support and promote the features and benefits of our products and services.
• FSR is responsible for building a pipeline of members for further cross selling opportunities in the future for working their call list and member follow up on a daily basis during normal business hours and after hours.
• Conducts interviews with members for loan applications; research related loan background information as appropriate: employment verification, debt ratio, review of credit report etc. Counsels’ members on credit issues, assists with appropriate selection of product or service.
• Assists members with problems, questions and discrepancies regarding account reconciliation, opening accounts, closing accounts, loan inquires, account inquires, etc. Completes all required paperwork, enters all required information into systems and sends all completed paperwork to the file room. Composes, prepares, and sends letters and other correspondence to members.
• Cross trained to be able to perform multiple roles within the branch. Perform teller duties on a daily basis while adhering to all teller standards. These duties include but are not limited to opening and closing the branch, ATM balancing, vault balance, coin machine, scanning of checks, cash recycler balancing, teller drawer balancing, etc.
• Performs administrative duties, including system data entry and information retrieval, as needed to support member service duties, ensures compliance with Federal and State regulatory statutes, as well as internal policies and procedures.
• Responsible for compliance with all rules and regulations set forth by the Credit Union and NCUA.
• Works on special projects and performs other duties as instructed or assigned by your Supervisor. 

Experience

Must have one year of in branch financial sales experience providing direct customer/member service. Must also have strong proven sales and service skills in a financial institution. Experience working on relatively complex financial products; have excellent knowledge of features and benefits of financial products; possess knowledge of NCUA or banking regulations and compliance factors and possess strong knowledge of branch operational functions and lending practices.