- Assume responsibility for the efficient and accurate performance of front-line operation and account functions including transaction processing and new account services to members.
- Actively identify and successfully cross sell products and services that contribute to the financial well-being of members.
- Demonstrate the ability to successfully perform all functions and responsibilities expected of a Service Associate 2.
- Accurately prepare and open new consumer accounts, identify and collect required documents needed for each account type opening, and onboard the new member with a suite of products.
- Process account applications in accordance with credit union policies including performing all required and regulatory verifications.
- Assist members with a variety of account requests, resolutions, and inquiries including, but not limited to, adding or removing owners, account changes, and service set ups.
- Able to open and close sub accounts, including certificates, money markets, clubs and SHIP accounts, and explain the account features and benefits to members.
- Open and explain features of tax advantaged accounts such as IRAs and HSAs.
- Demonstrate the knowledge and ability to perform introductory loan functions such as keying loan applications and discuss general rate and term information with members.
- Assist with balancing, posting, troubleshooting, and auditing of ATMs, ITMs, and cash recyclers.
- Maintain knowledge of the payroll process for direct deposit and payroll deductions.
- Demonstrate and maintain the ability to independently locate and utilize available resources when resolving common member issues.
- Refer non-standard transactions or issues to the supervisor for assistance.
- Respond to changes in organizational needs in a positive manner, while performing all other tasks as needed.
- Ensure confidentiality and preservation of member records, transactions, and company assets.
- Ensure all activity complies with applicable policies and regulations.
- Be depended upon to perform all duties as scheduled, accurately and efficiently.
- Foster and maintain effective collaborative relations within the department and with other departments.
- Represent the credit union in a positive and professional manner to the members, other credit unions, industry affiliates, the community, and all media channels including social media.
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Regional Financial Service Associate - Topsham, United States - Five County Credit Union
Description
Job Description
Five County Credit Union is looking for friendly candidates who enjoy working with people, are eager to learn, and are excited for personal skill development and career growth.
This is a regional position and travel between branches is required.
No experience needed. Paid training.
Candidate will be responsible for providing a variety of services related to help meet our members' financial needs with a focus on transactions, new accounts, and introductory loan processing. This includes answering member questions regarding products and services while seeking opportunities to upsell and assist members with their financial concerns. Incumbent is responsible for helping meet credit union growth objectives, building relationships with our members, and evaluating new account requests.
While successful candidates should demonstrate professionalism, attention to detail, and dependability, we will train you when it comes to the daily skills needed, including maintaining records, ensuring confidentiality and compliance with applicable policies and regulations, and referring helpful products and services to our membership, along with performing other duties as needed.
Flexibility is important. The company's hours of operation are Monday through Friday 8:30am to 7:00pm and Saturday 9:00am to 3:00pm. We are closed on Sundays in all locations. This is a full-time position with benefits. We are open most holidays and for those holidays that you work you would receive double time. We are closed as a company on Memorial Day, Independence Day, Thanksgiving Day, and Christmas Day therefore you will never be asked to work those four holidays. Saturdays are scheduled on a rotation.
The successful candidate will have a positive, friendly, professional attitude and appearance. People oriented, helpful and open to new ideas and change. Reliable transportation and attendance are a must. Basic math and computer skills are necessary.
Five County Credit Union is an equal opportunity employer, and we are committed to the health and well-being of our staff and members.
ESSENTIAL FUNCTIONS of a FINANCIAL SERVICE ASSOCIATE:
PERFORMANCE EXPECTATIONS of a FINANCIAL SERVICE ASSOCIATE:
PHYSICAL DEMANDS of a FINANCIAL SERVICE ASSOCIATE:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand for extended periods; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must be able to speak and hear distinctly. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
The employee is required to stand, sit and walk; sometimes to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 30 pounds.
WORK ENVIRONMENT of a FINANCIAL SERVICE ASSOCIATE:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. All essential functions are performed in an office setting. Temperatures in the climate-controlled office may fluctuate. Work area is sometimes noisy due to multiple member transactions. The noise level in the work environment is usually moderate. Employee may not be able to easily leave work area unless for a scheduled break.
MENTAL DEMANDS of a FINANCIAL SERVICE ASSOCIATE:
The mental demands for this position include: the need to be alert to member needs, to be resourceful in solving member problems, and to be precise when updating member accounts. The employee must be able to deal with people effectively under adverse and/or stressful conditions, occasionally be persuasive, use judgment, and exhibit patience.
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