What are the responsibilities and job description for the Retail Operations Representative position at Alliance Catholic Credit Union?
Alliance Catholic Credit Union is seeking an exceptional and experienced Retail Operations Representative who thrives in a well-organized, fast-paced, and multi-task driven environment. This position will report directly to the Retail Operations Manager at our Admin location.
The ideal candidate:
- Process all incoming membership and loan applications, efficiently and accurately.
- Prepare loans for closing via e-Sign and/or a branch.
- Maintain orderly files on each account with attention to complete and accurately detail the account and all the loan documents.
- Works effectively with all employees to meet member’s needs in a responsive, efficient manner across department/branches.
- Deepen member relationships by identifying their financial needs.
- Uncover member needs by reviewing their account/accounts and offering members appropriate products/services.
A successful candidate will be an approachable team player with a personable and professional demeanor, a desire to learn and driven to achieve outstanding results-accurately and efficiently. We seek candidates with a high school diploma or equivalent and 6 months of similar or related experience in a financial institution. Alliance Catholic Credit Union offers an outstanding benefit package, which includes health, dental, vison, 401k, life, AD&D, short and long-term disability, FSA, tuition reimbursement, paid time off, paid holidays.
Salary : $37,968 - $50,026