SUMMARY/OBJECTIVE
Executes administrative and technical member service associated with accounts.
Serves as liaison between the member and the Credit Union.
Provides a variety of transaction services to members.
ESSENTIAL FUNCTIONS
Support credit union member relations through on-going customer contact, quality customer service, and superior product knowledge.
Promote and demonstrate electronic account information delivery systems to new members.
Research and resolve member questions, problems and concerns by way of telephone, written correspondence or in person.
Handles the opening/closing of accounts, CDs, IRAs, safe deposit boxes, etc.
Execute Chex Systems and OFAC inquiries.
Process stop-payments on member checks.
Process check orders, and print starter checks.
Cross-sell to members all available credit union services that satisfies member needs (ex.
share draft accounts; e-statements; safe deposit boxes, etc.
).
Utilize pre-approval platform in order to promote and cross-sell loan products and services.
Knowledge of all functions of a teller to assist the Teller’s area when needed.
Initiate auto, home, personal loans and lines of credit; assist borrowers with the loan application process.
Comply with the Credit Union’s SAFE Act Policy and procedures.
Comply with Truth in Lending (Regulation Z), Equal Credit Opportunity (Regulation B), and all applicable lending regulations.
Adhere to all branch security procedures.
Attend NBCU meetings and seminars, as required.
Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including Member Identification Program for new members, accurate completion of new account activity profile, identifying high risk accounts at account opening, and reporting suspicious activities to supervisor.
QUALIFICATIONS
High school graduate or GED.
Minimum of two (2) years cash-handling experience is required.
Minimum of two (2) years of customer service experience is required.
Prior experience working in banking or finance is preferred, but not required.
Prior teller experience is preferred, but not required.
Basic skills related to Microsoft Office applications.
COMPETENCIES
Positive, professional business relationships within the credit union.
The ability to work independently and take-on additional projects as assigned.
The ability to meet deadlines.
Strong organizational skills.
Excellent oral and written communication skills.
A strong commitment to achieving personal growth and success.
WORK ENVIRONMENT
This job operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to type, file or lift office supplies up to 20 pounds.
The employee is frequently required to sit, stand, walk, bend, talk, hear, use hands to finger, handle or feel; and reach with hands and arms.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities, and activities may change at any time with or without notice.
NBCU is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of age, race, color, disability or handicap, gender, sex, sexual orientation, religion or creed, ancestry or national origin, military or veteran status, marital status, gender identity of expression, genetic information, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.
It is the policy of NBCU to provide reasonable accommodation for qualified employees with disabilities.
If you need accommodation to perform the essential functions of your position, please contact Human Resources directly.
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