Truwest Austin , TX 78719
Posted 2 weeks ago
Live your best (work) life at TruWest Credit Union!
Looking for a change from the daily grind? Elevate your career to new heights and join our team as a Roaming Member Service Representative! This unique opportunity allows you to work across multiple Financial Service Centers, making a positive impact on members' financial journeys wherever you go. TruWest is searching for motivated individuals that are eager to build genuine connections with members by understanding their unique financial needs and aspiring to provide tailored solutions to meet their goals.
At TruWest, we offer steady work schedules that make it easy for you to plan (work) life around. We offer first day medical, dental, vision and 401(k). We'll even help you save for retirement by matching your 401(k) contributions. TruWest offers a generous paid time off plan and observes all 11 Federal Holidays which gives you more time to spend on yourself or hanging out with family, friends or furbabies (bonus)! Sound too good to be true? Click below to hear about some of the amazing things we do here:
https://vimeo.com/721196286/593a894041
Starting pay: $19.11/hr. Final salary is dependent on a candidate's experience and qualifications.
Join us and become a vital part of our mission to empower individuals and businesses to achieve their financial goals. Apply now!
Travel Details: Home branch is Howard Lane, requires occasional travel between our Legend Oaks and Round Rock Financial Service Centers for coverage.
Summary of Responsibilities:
This position is responsible for assisting the membership with TruWest product, service and account information. Responsible for assisting with the financial service center opening and closing duties, teller duties, opening new accounts and deposit products, and loan processing. Responsibilities include verifying information on deposit applications; approving/declining applications for service while assuring compliance with credit union policy and procedures. Effectively manages existing members and book of business, to support the retention and growth of member relationships, through sales of deposit and loan products, and referrals to investment and mortgage products. This position requires monitoring the daily activity, compiling and providing statistical reports on a consistent basis, as well as at month end. Individual must also investigate and handle error resolution, maintain and balance a cash drawer as well as the daily balancing of all negotiable instruments. Individual must present a professional image at all times as well as have the ability to maintain a flexible schedule. Must provide spontaneous service excellence to members, employees and business associates; demonstrating the TruService Philosophy and the values shown on the TruWest Vision, Mission Values card.
Qualifications:
Education:Requires education associated with a high school diploma. Passing of Certifications, A - D of the TruAchievement financial service center Program (if participating in this program).
Experience: This job requires a minimum of one-year Teller II or similar related sales experience, at a financial institution.
Knowledge and Skills:
Individual must have displayed good sales and referral abilities. Requires advanced knowledge of TruWest products, services and account requirements in order to identify cross-selling opportunities, which will benefit the member. Individual must have knowledge of the credit unions policy and procedures as well as basic lending regulations. Must have the ability to perform math calculations with a high degree of accuracy, good attention to detail, and good knowledge of negotiable instrument elements. Must have intermediate to advanced knowledge of the TruWest computer system, advanced PC skills (including navigating within appropriate websites). Individual must have good verbal and written communication skills, as well as strong customer service and interpersonal skills. Must be able to work with little or no supervision and complete tasks in a timely manner. Must project a professional image, in dress, appearance and behavior.
Primary Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Secondary Duties and Responsibilities:
Perform any other duties, as may be required, to meet credit union objectives.
Truwest