Reports To : Branch Manager

Summary of the Job : Provide members with professional financial services

Here at TransWest Credit Union, we want to be our member's Credit Union for life. This is a great job if you're wanting to make a big difference in people's lives.

We want your smarts and your creativity to help our members (both current and potential) to choose TransWest. Our Team has the dedication, innovation and creativity to get the job done.

Your job is to develop lasting relationships with our current membership and to help ensure that every member has a great experience when they deal with a TransWest Credit Union.

This is a big job in a big market.

Essential Functions :

• Receives and processes member financial transactions including deposits, withdrawals and loan payments.
• Transfers amounts from member accounts as directed.
• Balances cash drawer and daily transactions.
• Cross-sells credit union products and services that would benefit the member.
• Conduct loan interviews, evaluate loan applications and documentation to determine credit worthiness
• Support the branch manager in his / her role to maintain and grow the branch
• Interview members to understand their financial situations and suggest the best products or services that meet their needs.
• Proactively develop and maintain relationships with existing members and potential members
• Refer members to appropriate credit union personnel in order to meet their financial needs (investments, mortgages)
• Respond to member inquiries and concerns and create positive solutions for them and the credit union
• Assisting Guest Members with Share Branching

Requirements / Necessary Skills :

• High School Diploma
• Good member service skills

Mathematical Skills :

Knowledge and experience with financial products and services a big plus. Ability to calculate figures and amounts such as discounts, interest, commissions, percentages.

Other Skills and Abilities :

Ability to operate a personal computer, Microsoft Excel spreadsheet application, and relevant software to access the credit union's accounting system and member account information.

Basic input, output, error correction, and general ledger account structure knowledge is essential to be able to perform the job.

Physical Demands :

While performing the duties of this job, the employee is regularly required to sit, type and happily interact with our Members.

The employee frequently is required to stand, walk, and reach with hands and arms. The employee must occasionally lift and / or move up to 50 pounds.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

We believe fully in the power of a "little nonsense now and then" when we use that nonsense to pursue new and creative ways to make our Members and employees smile.

TransWest Credit Union is an Equal Employment Opportunity Employer. It is our policy to provide equal opportunity to all employees and applicants and to prohibit any discrimination because of race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status.

Employees will be treated on the basis of their job-related qualifications, ability and performance.

Last updated : 2024-05-21