America's First Federal Credit Union Birmingham , AL 35202
Posted 2 months ago
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, opens a teller drawer daily, 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.
Ensures appropriate records are maintained and required reports are prepared.
Identifies cross-selling opportunities and cross-sells services to members.
Conducts audits of system information and member documents.
Acts as liaison between members and various departments.
May visit existing and prospective Business Partners to develop new business and to retain or expand existing business.
May represent the credit union in various civic functions to enhance image and develop additional business.
May train other employees in daily responsibilities.
Stays current on new/existing processes/products and relays to branch as appropriate.
Responsible for rotating branch duties.
Performs other job-related duties as assigned.
Performance Measurements:
Maintain a Quality Loop score that meets our corporate expectations.
Provide informed, prompt, accurate service and support to all members and employees.
Open all accounts, certificates, loans and other credit union products or services accurately, ensuring all related forms and documents are completed and filed/scanned in a timely manner. Open teller drawer daily.
Actively cross-sell products and services to members to achieve or exceed all established goals and assist in meeting branch goals.
Troubleshoot and resolve member and internal inquiries in a timely and accurate manner.
Ensure compliance with all applicable credit union policies and procedures.
Knowledge & Skills:
Experience
Education
Interpersonal Skills
Other Skills
Physical Requirements
America's First Federal Credit Union