Role OverviewProvides exemplary service to members by accurately and efficiently handling their financial and loan-related transactions in person or by phone, and by assisting members in increasing the profitability of their business relationship with the credit union. To meet service and sales goals.
What You Will Do
Performs operational duties such as branch opening and closing, security, scheduling, research and reporting, account reconciliation, and auditing. Opens and processes all transactions relating to new accounts, certificates, and IRAs. Inputs loan applications, follows up on loan decisions, and funds loans.
Why It Might Be a Fit
Must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Requirements
- One to two years of related experience and/or training
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
- Ability to write routine reports and correspondence
- Ability to speak effectively before groups of customers or employees of the organization
- Ability to add, subtract, multiply, and divide into all units of measure, using whole numbers, common fractions, and decimals
- Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
- 10 Key, Word, Excel, Outlook, Internet, and Symitar computer skills
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