This job was posted by https://okjobmatch.com : For more information,
please see: https://okjobmatch.com/jobs/3082918
JOB SUMMARY
This position builds and maintains strong member relationships by
providing prompt, reliable, and courteous service when assisting members
with deposit-related and consumer-lending products by identifying member
needs.
ESSENTIAL FUNCTIONS\
May include any and/or all of the following:
- Actively listen and respond to member inquiries, suggestions,
requests, and concerns while providing exceptional service.
- Process paying and receiving and member service transactions for
credit union members.
- Evaluate and decision online and in lobby account openings,
balancing service to the member and risk to the credit union.
- Evaluate and decision the closings of accounts or decisioning the
reopening of a closed account, balancing service to the member and
risk to the credit union.
- Complete and process documentation for IRA deposits, withdrawals,
rollovers, and transfers on behalf of the member.
- Analyze and decision waiving of penalties and fees.
- Perform other member service duties including but not limited to:
redeeming savings bonds, researching member inquiries, etc.
- Process and print new and replacement cards.
- Counsel members on account management and provide guidance,
information and tools as needed i.e. account balancing, spending
management, improve credit, etc.
- Have a good working knowledge of our products and services and the
benefits they provide to members.
- Offer products and services to members that will benefit them.
- Manage and complete actions needed for fraud/identity theft/disputes
related to cards, checks, ACH and account takeover. Complete
documentation, working with member to determine extent of situation
and action steps to take to correct/minimize loss and risk to both
the member and the credit union.
- Assist members with questions regarding their mortgage.
- Complete outbound calling initiatives to increase product and
service usage, build stronger relationships with members.
- Perform opening and closing duties, including opening doors for
members in the morning and welcoming them into the branch.
- Provide assistance to outside branches and other departments with
questions.
- Successfully complete all applicable compliance training and
testing.
- Participate in business development activities including community
partner relations.
- Assist Spanish-speaking members when applicable.
- Perform other duties and responsibilities as assigned.
- Assist in Contact Center as assigned.
KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS
- Knowledge of:
- - Modern office equipment
- Technology and various software programs including but not
limited to Symitar, Deluxe, Cenlar Global Teller, Ascensus,
Bridger, Star, Evolve, LSC, ChexSystems, Primelink,
ClickSwitch
- Credit Union products and services
- Member Service functions, operations, regulations, and
procedures to process members requests and answer questions
- Ability to:
- - Read and interpret a variety of instructions furnished in
written, oral, diagram, and schedule form
- Organize and prioritize in order to meet deadlines
- Solve practical problems and deal with variables in
situations
- Write routine reports and correspondence and speak
effectively before members and employees
- Skill in:
- - Excellent communication and interpersonal skills to
effectively work with members and co-employees
- Typing and personal computer
QUALIFICATIONS\
Critical Development Experiences:
Pursue opportunities for rofessional growth and development through
training, education and self-study
Successfully complete all applicable compliance training and testing
Education and experience equivalent to:
A minimum of one year up to three years of similar or related
experience, including prepatory experience.
A high school degree or equivalent.
REQUIREMENTS
Regular attendance and timeliness are essential functions of this
position. While performing this job, the employee is regularly required
to sit or stand for a significant period of time and perform functions
that require manual dexterity. The employee must occasionally reach
above or below normal body position, stoop or bend, and carry, lift or
move objects weighing up to 25 pounds. A normal range of hearing,
vision, and speech are required to effectively work with co-employees
and members.
###
REGULATORY COMPLIANCE & CONFIDENTIALITY
Follows regulatory and policy compliance requireme