2 Jobs
Coosa Valley Credit Union is Hiring a Member Specialist (I, II, III) Near Rockmart, GA
Job Description
- Provides excellent member service to members in the branch, through email, chat and calling on the phone.
- Performs a variety of transactions in person and over the phone, including but not limited to: deposits, withdrawals, loan payments, purchase of monetary instruments, reviewing account history, certificate transactions, etc.
- Learn and become comfortable with credit union products and services available for members including, but not limited to: accounts offered, interest bearing accounts, cards, card transactions, online banking, e-statements, audio response, direct deposit, basic knowledge of loan products, etc.
- Must look for opportunities to refer products and services to each member, as fits their needs.
- Responsible for learning and implementing all financial institution policies and regulations: such as BSA, OFAC, Reg CC, Reg DD, Reg P, etc.
- Process and open new accounts as well as other items as requested by the member.
- Process cash with accuracy while following the security measures set in place according to policy.
- Responsible to read, study and apply credit union policies and procedures as assigned.
- Properly identifies members in the branch and over the phone following current security procedures in place.
- Participates in side jobs including, but not limited to: night drop processing, ATM processing, branch balancing, check balancing, auditing various operations functions, keeping branch organized, supply inventory, scanning and copying.
- Participates in appropriate and applicable training through the credit union library, on-site trainings, cross training to ensure job knowledge is current and up to date.
- Maintains compliance with all required regulations and polices, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures, and regulations.
- Other duties as assigned.
- High School diploma or GED.
- Experience in banking is preferred. Previous experience working with the public and/or customer service is also preferred.
- Experience in cash handling is preferred.
- Must have strong oral and written communication skills.
- General skills applicable to this position include:
- A minimum of a beginner level knowledge of Microsoft Office applications including Outlook, Excel, and Word.
- Advanced skills in using computers and related equipment, 10-key calculator, multi-line telephone/intercom systems, and a variety of general office equipment including copy machines, scanners, and fax equipment.
- Ability to interact tactfully and professionally with Credit union staff as well as external contacts. Maintain a high degree of confidentiality in dealing with various personnel and member information.
- Light travel is required. Travel to the various branch locations or to off-site trainings may be necessary on occasion.
Business Ethics - Treats people with kindness and respect, keeps commitments, inspires the trust of others, works ethically and with integrity, and upholds organizational values.
Communications - Expresses ideas and thoughts verbally and in written form, exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, writes clearly and informatively, edits work for spelling and grammar, varies writing style to meet needs, presents numerical data effectively, demonstrates effective and clear presentation skills.
Initiative - Volunteers readily, undertakes self-development activities, seeks increased responsibilities, takes independent actions and calculated risks, looks for and takes advantage of opportunities, asks for and offers help when needed.
Problem Solving - Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, works well in group problem-solving situations, uses reason even when dealing with emotional topics.
Sales Skills - Achieves sales goals, overcomes objections with persuasion and persistence, initiates new contacts, maintains customer satisfaction, maintains records and promptly submits information.
What does it mean to work at Coosa Valley Credit Union?At Coosa Valley, serving our members is not just a job; we have a much higher purpose.
At Coosa Valley Credit Union, "We Care" and "We Listen" are two core values that differentiate us from banks and other financial institutions. Here we still do business like neighbors helping neighbors, an old fashioned approach that combines modern technologies and the warm professional service members deserve. No matter the need or unusual circumstance, we still listen.
We use our Core Values as a guide and constant reminder that we can always improve our members’ lives. We don’t charge more so that we can increase a line on a graph and we don’t believe that revenue is most important. Our purpose is simple: to help people in our hometown live better financial lives.“Helping People Live Better Financial Lives” is the purpose that unites all of us at CVCU. We want to create value – for our members, for our employees, and for the communities in which we operate. CVCU’s employees will always put their experience, pride and enthusiasm into making this happen.
Job Summary
Full Time
Banking
$29k-35k (estimate)
06/30/2023
08/27/2024
mycvcu.org
ROME, GA
25 - 50
1954
$10M - $50M
Banking
Related Companies
About Coosa Valley Credit Union
Welcome to Coosa Valley Credit Union! "We Care" and "We Treat You Like Family" are two core values that differentiate us from banks and other financial institutions. Here we still do business like neighbors helping neighbors, an old fashioned approach that combines modern technologies and the warm professional service you deserve. Have a special need or unusual circumstance? We still listen. We use our Core Values as a guide and constant reminder that we can always improve our members lives. We dont charge more so that we can increase a line on a graph and we dont believe that revenue is most ...
important. Coosa Valley Credit Union has a much higher purpose. Our purpose is simple: to help people in our hometown live better financial lives. We provide nancially responsible products that help better each and every one of our members lives. Since we are a not-for-prot organization we can oer lower fees and lower lending rates because the shareholders we answer to are not on Wall Street. Our shareholders are you, our members, our neighbors. If you live or have a business in the 13-county Coosa Valley area, including Bartow, Catoosa, Chattooga, Cherokee, Cobb, Dade, Floyd, Gordon, Haralson, Paulding, Polk, Walker and Whitfield Counties, you can open an account today. You have my assurance that your unique financial needs are our priority. Stop in and tell us your story. We look forward to getting to know you.
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The job skills required for Member Specialist (I, II, III) include Customer Service, Products and Services, Cash Handling, Written Communication, Problem Solving, ATM, etc. Having related job skills and expertise will give you an advantage when applying to be a Member Specialist (I, II, III). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Member Specialist (I, II, III). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Member Specialist (I, II, III) positions, which can be used as a reference in future career path planning. As a Member Specialist (I, II, III), it can be promoted into senior positions as a Managed Care Coordinator that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Specialist (I, II, III). You can explore the career advancement for a Member Specialist (I, II, III) below and select your interested title to get hiring information.
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