Universal

Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by fulfilling the members’ transactional, new accounts and consumer lending needs. Promotes products and services in a professional and effective manner.

• Assists members with their transactional needs in person and over the phone. These may include but are not limited to deposits, withdrawals, loan payments, check cashing, transfers and more. Processes members’ transactions accurately and efficiently.
• Assists members with stop payments, account research, ACH items, pre-authorized transfers, wire transfers, account discrepancies and other account maintenance items.
• Assists members with their deposit side needs, including, but not limited to, IRA/HSA products, deceased accounts, and trust accounts.
• Assists members with their consumer loan needs, including, but not limited to, signature loans, consolidations loans, and secured loans.
• Interprets key documents and makes decisions based on policies and member data.
• Promotes applicable Credit Union products and services. Presents necessary information suited to members’ needs, including, but not limited to, consumer loans, debt protection, GAP, shares, share drafts, share certificates, IRA’s, HSA’s, Credit Card, home banking and more.
• Concentrates on building financial relationships with members while using a member advocacy approach.
• Spots needs and refers members to Mortgage Lenders, Financial Solutions Representatives and Commercial Lending.
• Corresponds with membership on eligibility requirements for accounts, loans and denials of credit.
• Actively attends meetings and training sessions to keep up to date and responsible for policies, procedures and regulations, including, but not limited to, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
• Balances a cash drawer, including operating a cash recycler.
• Assists the branch with opening and closing procedures.
• Strives to help the members from start to finish with all of their banking needs.

Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by fulfilling the members’ transactional, new accounts and consumer lending needs. Promotes products and services in a professional and effective manner.

• Assists members with their transactional needs in person and over the phone. These may include but are not limited to deposits, withdrawals, loan payments, check cashing, transfers and more. Processes members’ transactions accurately and efficiently.
• Assists members with stop payments, account research, ACH items, pre-authorized transfers, wire transfers, account discrepancies and other account maintenance items.
• Assists members with their deposit side needs, including, but not limited to, IRA/HSA products, deceased accounts, and trust accounts.
• Assists members with their consumer loan needs, including, but not limited to, signature loans, consolidations loans, and secured loans.
• Interprets key documents and makes decisions based on policies and member data.
• Promotes applicable Credit Union products and services. Presents necessary information suited to members’ needs, including, but not limited to, consumer loans, debt protection, GAP, shares, share drafts, share certificates, IRA’s, HSA’s, Credit Card, home banking and more.
• Concentrates on building financial relationships with members while using a member advocacy approach.
• Spots needs and refers members to Mortgage Lenders, Financial Solutions Representatives and Commercial Lending.
• Corresponds with membership on eligibility requirements…