America's First Federal Credit Union Birmingham , AL 35202
Posted 2 months ago
AmFirst is committed to trust, integrity, and financial wellness. We love giving our members exceptional service and value. We treat our employees just the same-like family. AmFirst provides growth, opportunity, and development. We offer our employees an extensive benefits package.
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
Education
Interpersonal Skills
Other Skills
Physical Requirements
America's First Federal Credit Union