Description

POSITION SUMMARY 

This position is responsible for providing exceptional world-class service and support upholding to the highest integrity of our Brand, with a commitment to living our Mission, Vision and Core Values established.

Overall responsibilities will include assisting the branch manager with daily branch operations through a variety of transactions in branch and online member services, as well as supporting onboarding new members, new business sales initiatives, and monitoring branch activities.

ESSENTIAL FUNCTIONS and DUTIES

1. Ensures branch is opened and closed in accordance with established procedures and that all negotiable items, and transaction records are in balance and protected. 

2. Supports branch performance and expectations by actively promoting the credit union in order to achieve the credit union’s strategic goals.  

3. Provides worldclass in-person, online and telephone support with general and specific service-related information in order to create member loyalty. 

4. Performs daily transactions including share withdrawals, loan payments, account maintenance as well as new deposit accounts while complying with rules and regulations.  

5. Responds to members’ requests, problems, concerns in an urgent manner with timely and appropriate solutions. 

6. Actively upsells products and services based on member needs in order to generate new business.

7. Promotes ongoing credit union products and services/membership at table events throughout SEG locations, or where other opportunities exists. 

8. Protects the privacy of member information and operates in a safe and secure manner to protect First Eagle and its members.

9. Continually improves banking knowledge by participating in seminars and conferences. 

10. Abides by First Eagle’s Service Standards and supports Core Values. 

11. Performs other duties as assigned.

Requirements

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES) 

• Two or more years of retail banking experience at a financial institution. • College degree in business management or related area preferred.