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Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $10.75 - $17.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Professional development opportunities
flexible schedule
Job Description
This position is with a reputable credit union committed to delivering outstanding financial services to its members. Credit unions are member-owned financial cooperatives that prioritize providing personalized, community-focused banking services such as savings, checking accounts, loans, and other financial products. This particular credit union has established itself as a trusted resource, combining financial expertise with a commitment to member satisfaction and community development. It operates in a cooperative fashion, meaning its primary goal is to serve its members rather than maximize profits. The organization values integrity, teamwork, and innovation, and is dedicated to offering superior member service while adhering to... Show More
Job Requirements
- High school diploma or GED required
- minimum one year experience in assessing and meeting member needs required
- financial, banking or credit union experience preferred
- ability to work independently and as part of a team
- strong verbal and written communication skills
- proficiency with computers and standard office equipment
- ability to stand or sit for extended periods
- flexible to travel or relocate to other branches as needed
- adherence to security and compliance standards
- ability to maintain confidentiality and exercise discretion
Job Qualifications
- High school diploma or GED
- one year of experience in assessing and meeting member needs
- financial, banking, or credit union experience preferred
- strong communication skills
- ability to work independently or as part of a team
- strong customer service orientation
- understanding of regulatory compliance related to banking
- proficiency with computer and financial software
- attention to detail
- ability to handle multiple priorities
Job Duties
- Maintain excellence in delivering member service and exceeding credit union and department service standards
- perform daily responsibilities such as opening and closing accounts, debit card issuance, servicing members, processing stop payments, wire transfers, check orders, and special instructions
- provide support to reception area as needed
- provide access and servicing to safe deposit boxes (Spohn location only)
- utilize a consultative sales approach to meet members financial needs by identifying cross-selling and up-selling opportunities
- foster teamwork to ensure credit union goals and objectives are achieved
- consistently meet or exceed sales goals through effective cross-selling of credit union products and services
- refer sales opportunities to other business lines
- input loan applications including recommendations and forward to MSR/MSO for decision
- maintain accurate data entry regarding member records and transactions and correct errors
- ensure protection of credit union interests by verifying adequate documentation
- adhere to security, internal control procedures, policies, and regulations
- complete mandatory compliance, product, and credit union training
- demonstrate understanding and compliance with regulations including BSA, AML, OFAC, CIP, and MDD
- complete annual BSA/AML compliance training
- perform all other duties as assigned
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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