Role: Assists members and potential members with their financial needs, opens new accounts, processes account transactions, resolves problems, and provides assistance and information regarding products and services.

Essential Functions & Responsibilities

• Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Performs all consumer loan functions including selling services, quoting rates, utilizing the lending software and closing loans.
• Identifies cross-sell opportunities and cross-sells services to members.
• Ensures appropriate records are maintained and required reports are prepared.
• Conducts audits of system information and member documents.
• Acts as liaison between members and various departments.
• Represents the branch as appropriate in its relationships with members, sponsor organizations(s), business partners, other financial institutions and similar groups.
• Performs other job-related duties as assigned.

Performance Measurements

• Open all accounts, certificates, loans, and other credit union products or services accurately, ensuring all related forms and documents are completed in a timely manner.
• Actively cross-sell products and services to members to achieve or exceed all established sales goals and assist in meeting corporate goals.
• Troubleshoot and resolve member and internal inquiries in a timely and accurate manner.
• Ensure compliance with all applicable credit union policies and procedures.
• Maintain Quality Loop scores within the branch of 6.7 or higher.

Knowledge & Skills

Experience - Minimum 6 months experience in New Accounts.

Education – A high school education or GED.

Interpersonal Skills - Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills - Must be able to utilize various computer programs to obtain and enter information. Must demonstrate strong public contact and telephone skills. Must demonstrate good judgement in order to resolve member issues and to offer other services. Must be current on all policies and procedures related to teller and new account functions and be fully versed on all services offered by the credit union. Must demonstrate familiarity with the lending function; including taking consumer loan applications, cross selling, and closing consumer loans. Must have experience in handling share certificates and IRA accounts. Must be able to change job function as member traffic dictates to meet member needs.

Physical Requirements – Light lifting required.