Personal Financial Officer; Floater-Atascocita Branch Job Atascocita area,Texas USA,Finance & Banking

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Atascocita, TX, US

2 days ago Requisition

Salary Range: $22.72 To $28.41 Hourly

Role:

Offers and delivers an exceptional level of member service and actively sells the Credit Union's products and services to ensure predetermined organizational and individual goals are met. Works as a team member in completing department goals. Adheres to policies and procedures and Federal and State laws and regulations. Supports the entire Retail Delivery Network and may be assigned to work at multiple locations based on need.

Essential Functions & Responsibilities:

E 50% Assesses members needs and recommends appropriate deposit, loan, investment, insurance, electronic or other products and services of the Credit Union. Opens new accounts, which includes savings, checking, money market, certificate of deposits and IRAs, and all account maintenance. Identifies and acts on product and sales opportunities consistent with established sales standards/objectives.
E 15% Conducts orientation interviews on credit union services and programs with each new credit union member. Follows-up on all sales leads and member referrals.
E 10% Responds and resolves all sales and service related issues in a timely manner.
E 10% Performs bookkeeping duties, which includes, ordering copies of checks, placing stop payments, order member checks, account reconciliation, and notary work. Accurately issues and re-pins ATM and Mastercard Debit Cards.
E 5% Stays abreast of all credit union products and services.
E 5% Represents the Credit Union in the community and actively solicit new members. Responsible for staying abreast of other local financial institutions products and services.
N 5% Performs all other duties as assigned.

Performance Measurements:

Provides accurate, courteous, friendly, timely and professional service to all members.

Assists members in a prompt manner.

Expands member’s relationships by determining member’s needs for other products and services/cross sell as appropriate to meet credit union and individual goals.

Responds to all telephone messages and correspondence within one business day.

Answers telephone within three rings.

Prepares loan documents, reports, and new accounts in a timely fashion, with zero errors.

Processes member transactions with zero errors.

Maintains a professional work environment and professional appearance.

Cross sells credit union products and services.

Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.

Knowledge and

Skills:

Experience

Three years to five years of similar or related experience.

Education

A high school education or GED.

Interpersonal Skills

Courtesy, tact, and diplomacy, and confidentiality are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.

Other Skills

Working knowledge of Regulations relating to deposit/loan products/credit union products and services. Strong PC (technology), compliance, written and verbal skills

Physical Requirements

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee…