Description
To cross-sell multiple financial products and services to new and existing members while providing courteous, professional and knowledgeable service. Have a consistent focus to increase member satisfaction and account retention by giving quality service.
LOCATION
Tooele Branch (0042)
1475 North Main Street
Tooele, UT 84074
SCHEDULE
Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm *Day off during the week when a Saturday is worked*
To be effective, an individual must be able to perform each job duty successfully.
- Provides quality service (AAA) to members and potential members
- Follows-up (222) member interactions with thank you notes and phone calls
- Maintains current supply of sales and promotional materials
- Completes annual product knowledge, Membership and Loan Training
- Accurately and efficiently processes deposits, payments, withdrawals, cashed checks, etc. and perform miscellaneous operation duties in accordance with established policies and procedures
- Balances cash drawer as required
- Prepares and disburses loans within lending limits and credit union guidelines
- Represents the credit union in a professional manner, both in dress and in actions
- Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
- Performs other duties as assigned
KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
At least one year of branch or related experience
Education
High school diploma or equivalent
Licenses, Certificates, Registrations, Trainings
- Meet expectations of an MSR II (Training classes only need to be taken once unless required as a refresher)
- Annual FSR Certification
- Items to be completed generally during the first year:
- New Account Training
- MAU IRA Training
- Loan Training
- Loan Follow-up Training
- MAU Annual Learning Plan
- Notary Public
- NMLS Certification
- Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
Computer/Office Equipment Skills
- Basic computer operating skills
- Intermediate skills in Microsoft Office (Outlook, Word, Excel)
- Symitar experience
- Type a minimum of 35 words per minute preferred
Managerial Responsibility
Has no supervisory/managerial responsibilities
Other Skills and Abilities
Thorough knowledge of credit union policies, procedures and regulations. Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service. Ability to perform mathematical calculations. Ability to communicate effectively.
Bilingual English/Spanish preferred but not required
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
Ability to stand, walk, kneel and crouch occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less)
Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusually environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
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