Candidates must be able to work throughout the Platte and Clay County as necessary. Candidates will be expected to work both in-store and traditional branch hours.
Traditional - M-F: 7 a.m. to 6 p.m.; Saturday: 8 a.m. to 1 p.m.
In-store - M-F: 9 a.m. to 7 p.m.; Saturday: 10 a.m. to 4 p.m. and Sunday: 10 a.m to 2 p.m.
GENERAL FUNCTIONS:
Provides professional, prompt, financial service to all members and potential members in a sales and service culture. Continually educates members on credit union products and services in relation to the members’ needs. Ensures a high focus on building and enhancing member relationships through telemarketing, follow-up and financial counseling. This position will be expected to participate in in-house business development promotions.
PRINCIPLE ACCOUNTABILITIES:
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Ensures a high focus on determining members’ needs and cross-selling appropriate services and continually building and enhancing member relationships.
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Balances vault cash, travelers checks, money orders and cashiers checks.
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Opens new member accounts, CD’s and IRA’s.
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Originates and completes member consumer loan applications.
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Closes loans that have originated outside the in-store branch.
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Understands and applies savings and lending policies and procedures for possible sales opportunities.
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Delivers Public Announcements (PA’s) as instructed by the Branch Manager.
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Perform and track business development activities every month.
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Performs financial transactions in an efficient and accurate manner by providing accurate account information using account security procedures and recognizing account flags.
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Maintains an understanding of endorsement requirements and check acceptances of the credit union.
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Assists with vault cash and originating and scoring member loans as needed.
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Assures the credit union’s interest is protected and liens to be filed can be perfected prior to disbursal of loan proceeds.
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Provides supporting documents and proper documentation in member files.
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Assists in meeting and exceeding individual, team and credit union goals.
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Promotes honest and open communication throughout the credit union.
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Demonstrates behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics.
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Works with other credit union departments to insure the workflow or process is providing the best service to the members.
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Performs other duties as assigned.
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