Work schedule varies Monday - Friday, plus every Saturday 8:30 am - 1:30 pm.Performs a wide variety of skilled clerical and administrative duties relating to Members' investment and consumer loan accounts; provides a high level of personal service to Members designed to retain and increase business. ESSENTIAL DUTIES Assists in evaluating and covering all departments in the savings division to ensure adequate coverage at all times. Assists with completing projects and reports related to the department. Assists with training staff and new hires on savings, consumer lending and Real Estate products/processes. Provides supervisor overrides and supervises the various departments in the absence of the Manager/Asst. Manager. Processes new Memberships and additional share accounts; processes consumer loan applications; funds consumer loans; quotes rates/payments and additional information on Mortgage products. Counsels Members in person or by telephone regarding credit union policies; verifies Member information; completes Member requests within appropriate time limits; processes ATM/Debit Card requests. Processes advanced IRA and DCP transactions, including opening IRAs, distributions and RMDs; processes certificates and advanced account administration transactions, including trust account, death claims and organization accounts. Develops relationships with Members by matching individual needs with the appropriate savings and lending products and services; expected to meet minimum sales goals as defined by the organization and department. Utilizes computer terminal to accurately enter and process a wide variety of account transactions including adjustments, dividends and withholding's. Performs advanced research and corrects all errors on Members’ accounts; assists in locating department outages when balancing. Performs all of the duties of a teller and ATM officer, including processing payments, deposits and withdraws, issuing travelers checks and money orders, cashing checks and balancing ATMs SECONDARY DUTIESPerforms related duties as assigned and assist other departments as deemed necessary. PROFESSIONAL REQUIREMENTS This position requires the incumbent to: · Maintain a positive and professional behavior and image with credit union Members, staff, management and board.· Develop sales skills necessary to successfully cross-sell credit union products and services.· Serves external and internal Members with a sense of urgency.· Keep all credit union and Member information confidential.· Establish and maintain effective business relationships with staff in other departments.· Maintain a professional appearance.· Maintain a working knowledge of policies and procedures necessary to effectively perform job duties. POSITION REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this job. Individual abilities may result in some deviation from these guidelines. To perform effectively in this position, the incumbent must have: Working knowledge of account administration for investment products offered by the credit unionWillingness and ability to perform all duties of a loan interviewer including but not limited to taking consumer loan applications and funding consumer loansEffective communications/customer service skillsOn-line data processing experienceTeller experienceTyping and 10-key skillsNotary Public Commission (or willingness to obtain)Current and valid CA driver’s license and satisfactory current driving record with DMVAutomobile insurance that includes minimum liability coverage as required by state lawBilingual skills are preferred.
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