Looking to be part of a team? Join 1st Ed Credit Union for competitive wages, 401k plan and many other great benefits!
Position Summary
Builds valued financial relationships with our members by actively recommending and cross-selling 1st Ed products and services that best meet our members’ financial needs while providing outstanding professional service and answering all member inquiries.
Essential Functions
- Answers all incoming calls in a professional, timely and courteous manner; following established standards and guidelines for excellent member relations and efficiency.
- Understands the credit union’s financial goals and strategic direction.
- Proactively supports the “sales and service” culture.
- Utilizes account information to ask pertinent questions to assess member’s financial needs to offer the best products and services to cross-sell.
- Actively cross-sells and opens credit union products, establishes all services to members and potential members to meet their financial needs.
- Consistently achieves threshold levels of sales goals and member services performance standards and training requirements.
- Accepts and enters consumer loan applications when needed and provides loan pay-off information to appropriate parties.
- Understands all security and responsibilities of the departments within the credit union and maintains a working knowledge of compliance/regulations in area of responsibility.
- Maintains up-to-date knowledge of all credit union products and services along with the benefits and features of each.
- Understands and follows all credit union policies and procedures.
- Appropriately refers escalated service issues to the supervisor.
- Processes all service requests for members such as stop payments, check orders, address changes, card ordering and account maintenance.
- Provides accurate information regarding our loan and savings rates, fees, account balances, and activity.
- Processes all transaction requests for members, such as payments, transfers, deposits, cash advances, outgoing wires, and withdrawals with accuracy and in accordance to our policy and procedure guidelines.
- Establishes mobile banking and bill pay services for members and provides assistance and guidance in their use.
- Performs the teller duties as assigned.
- Adheres to approved cash handling skills and ensures cash teller drawer is accurately balanced each day.
- Provides efficient and professional service to all members in relation to all branch functions including teller processing and member services.
- Maintains a safe work environment and reports any unsafe conditions immediately.
- Ensures the timely opening and close of the branch daily, including maintaining a professional work area at the branch.
- Accurately opens and closes memberships as needed.
- Assists in completion of CTR’s and SAR’s as needed.
- Accurately completes and submits time sheets.
- Conducts Shared Branching transactions when needed.
Job Type: Part-time
Pay: $13.00 - $15.00 per hour
Expected hours: 20 – 25 per week
Benefits:
Schedule:
Education:
- High school or equivalent (Preferred)
Experience:
- Cash handling: 1 year (Preferred)
- Banking: 1 year (Preferred)
- Customer service: 1 year (Preferred)
- Sales and service: 1 year (Preferred)
Work Location: In person