Responsible for providing accurate, professional and prompt member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs.
Minimum Education & Experience Requirements
High School diploma or equivalent
Three (3) years of customer service, sales, and/or retail banking experience
Minimum Knowledge and Skill Requirements
Excellent attention to detail and sound judgement
Ability to work in a fast-paced, goal-oriented environment
Must be an effective team player, cooperative, flexible and dependable
Ability to communicate clearly and effectively
Knowledge of credit union products and services
Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs
Strong mathematical, problem-solving, and negotiation skills
Drive for Results
This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.
Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). Must be able to work a flexible schedule Monday through Saturday as needed.
MAJOR ACCOUNTABILITIES AND TASKS:
1.Acts as point of contact for members and delivers personalized member service with enthusiasm and positivity.
2.Performs sales, service and operational functions in the branch. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
3.Proactively builds, develops and maintains relationships with members to ensure a positive member experience.
4.Determines members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals.
5.Handles routine to complex member inquires. Resolves members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
6.Keeps up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.
7.Performs other duties as assigned.
This position is considered Non-Exempt for tax purposes. The salary range for this role is $17/hr to $21/hr.
Vantage West Credit Union