- Day off during the week when a Saturday is worked.
- Starting competitive pay plus incentives
- Performance reviews with opportunities to increase compensation
- Excellent medical and dental benefits with minimal employee contribution (full time employees)
- Paid time off, volunteer time off, and paid holidays
- Matching 401K
- Tuition assistance
- Professional development
- And more
- Provides exceptional member service to credit union membership by assessing member needs, advising to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member's needs and accomplish the credit union objectives.
- Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
- Consistent focus on increasing member satisfaction, building the membership base and account retention
- Expected to meet sales and service goals
- Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
- Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
- Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach
- Originates loans by accepting, reviewing, and approving loan applications.
- Interviews loan applicants, reviewing credit report and cross-sells loans.
- Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
- Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
- Loan Underwriters, Title Specialist
- Acts as a liaison to Business Services
- Reaches out to the community through outbound phone calls and by attending SEG events
- Performs Teller duties as needed
- Represents the credit union in a professional manner, both in dress and in actions
- Keeps work area neat and clean
- Responds to email/voicemail/missed calls/other communication in a timely manner
- Actively participates and completes product knowledge courses
- Complies with all regulations as required by law
- May require travel to other branches
- Performs other duties as assigned
- At least one year of retail banking or related sales and customer service experience
- Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence
- Ability to multi-task and maintain composure while handling all member activities and requests
- Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
- Ability to perform mathematical calculations.
- Ability to communicate effectively using written and verbal communication
- MSR Certification Package: Teller Follow-up Training MSR Sales Certification
- Annual FSR Certification
- New Account Training
- IRA Training
- Loan Training
- Loan Follow-up Training
- Notary Public
- NMLS Certification
- Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
- Basic computer operating skills
- Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
- Type a minimum of 35 words per minute preferred
- Symitar experience preferred
- Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence
- Ability to multi-task and maintain composure while handling all member activities and requests
- Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
- Ability to perform mathematical calculations
- Ability to communicate effectively using written and verbal communication
- Thorough knowledge of credit union policies, procedures and regulations
- Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
- Ability to perform mathematical calculations
- Ability to communicate effectively using written and verbal communication
- Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
- Ability to stand, walk, kneel and crouch occasionally
- Close vision (clear vision at 20 inches or less)
- Distance Vision (clear vision at 20 feet or more)
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Financial Service Representative - Richfield, United States - Mountain America Credit Union
Description
Job Summary At Mountain America, the Financial Services Representative (FSR) recognizes and meets member needs by providing quality service through loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams.LOCATION
Richfield UT Branch
665 North Main Street
Richfield, UT 84701
SCHEDULE
Full Time: Monday – Friday 8:45am – 6:15pm; Rotating Saturdays 8:45am – 2:15pm
At Mountain America, we are committed to taking care of all our employees.
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
Loan Servicing
Other Responsibilities
KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
Education
High school diploma or equivalent
Licenses, Certificates, Registrations, Trainings
To be completed during the first 90 days:
Training to be completed generally during the first 90 days:
Computer/Office Equipment Skills
Managerial Responsibility
No supervisory/managerial responsibilities
Other Skills and Abilities
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Vision Requirements
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusually environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
#LI-JS1
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
