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 to increase the profitability of their business relationship with the credit union. To meet service and sales goals. To embody the Credit Union’s core values of Integrity, Collaboration, Accountability, Respect, and Excellence.
What You Will Do
Opens and processes all transactions relating to new accounts, certificates, and IRAs. Accurately answers member questions regarding credit union products, services, and general credit union policies in a friendly and courteous manner by phone or in person. Input loan applications, follow up on loan decisions, and fund loans.
Why It Might Be a Fit
The ideal candidate will be enthusiastic, have excellent communication skills, and be able to work in a team environment. Bilingual in Spanish is strongly preferred.
Requirements
- High school diploma or general education degree (GED)
- Six months to one year 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
- Bilingual in Spanish is strongly preferred
- 10-key, Word, Excel, Outlook, and Internet skills
- Symitar knowledge preferred
Benefits
- Medical
- Dental
- Vision
- Life Insurance
- Flexible Spending Account
- 401(k) Matching
- Paid Time Off (PTO)
- Training Provided
- Tuition Reimbursement
- Volunteer Time Off
- Supplemental Insurance
- Employee Discounts
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