Careers

Open Positions

Teller II

Primary Responsibilities:
The Teller II is responsible to accurately process member’s transactions while providing the member with a positive, memorable experience. The Teller II position is also responsible to open new accounts and effectively profile new and existing members and make appropriate suggestions for products and services (both loans and deposits) to help them meet/exceed their financial objectives.

Essential Duties:

1. Responsible to ensure positive member experiences at every touch point (in person, over the phone, etc.) Ensure that new and existing members are provided information concerning the Credit Union, its products, services and policies. Actively engage members and ensures they are effectively profiled, educated and when appropriate, cross-sold additional products/services (both loans and deposits) to help them meet/exceed their financial objectives. Able to also actively engage members while opening new accounts and adding additional services to their relationship with the Credit Union.
2. Maintains a clear understanding of applicable regulations and disclosures, and the Credit Union’s policies and procedures. Responsible to comply with these rules and regulations as it pertains to the handling of cash and negotiable items and the servicing of member’s accounts.
3. Processes all transactions in an accurate and efficient manner, keeping cash differences and non-policy losses at a minimum.
4. Address member’s questions/concerns, including any required research. Provide members with effective solutions and alternatives in a timely manner, or, as applicable, refer them to the proper person for specific information and assistance.
5. Builds, retains and acquires member relationships to achieve sales and service goals for the branch. Participates in cross training opportunities to gain additional knowledge. Actively participates in all branch/Credit Union sales promotions and campaigns, including but not limited to outbound member calls and referrals.

Minimum Qualification Requirements:

1. One year cash handling & customer service experience preferred.
2. Must be able to effectively and professionally communicate to both internal customers and external members.
3. Must have a basic PC knowledge.
4. New Accounts experience preferred.

____________________________________________

New Account Specialist I/II

Primary Responsibilities:
The New Account Specialist is responsible to effectively profile new and existing members and make appropriate suggestions for products and services (both loans and deposits) to help them meet/exceed their financial objectives.

Essential Duties:

1. Responsible to ensure positive member experiences at every touch point (in person, over the phone, etc.) Ensure that new and existing members are provided information concerning the Credit Union, its products, services and policies. Actively engage members while opening new accounts and adding additional services to their relationship with the Credit Union.
2. Maintains a clear understanding of applicable regulations and disclosures, and the Credit Unions policies and procedures. Responsible to comply with these rules and regulations as it pertains to the opening of new accounts.
3. Accepts loan applications, conducts the loan interview and submits loan applications to the loan department for approval. Upon approval, closes the loan and processes loan disbursements.
4. Address member’s questions/concerns, including but not limited to research and complaint resolution. Provides effective solutions and alternatives to members in a timely manner.
5. Builds, retains and acquires member relationships to achieve sales and service goals for the branch. In addition, provides support in training, monitoring, and motivating the Teller staff in the area of effective referrals and to maximize sales opportunities.

Minimum Qualification Requirements:

1. Two years teller experience (or equivalent) in a financial institution.
2. In addition to two years teller experience (or equivalent) in a financial institution, two years experience in opening/servicing new accounts in a financial institution (New Account Specialist II)
3. Must be able to effectively and professionally communicate (both in written and oral form) to both internal customers and external members.
4. Must have knowledge in Excel and Word.
5. Demonstrated sales and leadership skills (Member Services Specialist II).
6. High school degree or equivalent.