Essential Duties and Responsibilities:

• Represents the Credit Union in a professional and courteous manner to members and potential members.
• Acts as a primary source of product information for member and staff inquiries.
• Fully complies with all SRP Credit Union policies, procedures, guidelines, and service standards, including but not limited to the Bank Secrecy Act, the Patriot Act, and OFAC Policies.
• Responsible for offering Credit Union products and services. Credit Union services are to be promoted using a member benefit-based approach to aid members in obtaining their financial goals.
• Gathers all necessary information to complete memberships, business memberships, deposit and loan accounts/applications, and maintenance. Communicates loan decisions, both approvals and denials, to loan applicants. Disburses completed loans to members. Provides accurate and complete documentation required for each account and loan in accordance with established policies and procedures.
• Provides Notary Services for members.
• Successfully meets or exceeds sales and service goals set by management.
• Assists members with fraud, discrepancies, or any questions about their accounts.
• Must be able to perform teller transactions.
• Exercises assigned approval authority in certain situations, including check acceptance and wire transfers.
• May be assigned other tasks by appropriate line supervision.

Education and Experience:

o Associates degree preferred or equivalent combination of education and experience.

o 2+ years of member/customer service experience, 2+ years in financial services.

o 1+ years of sales experience preferred.

Performance Skills:

Ability to work with a team and independently, Organized, Ability to Multi-Task, Technical/Computer Skills/Experience, Self-Motivated, Professional Verbal and Written Communication Skills, Authentic People Skills (friendly, approachable), Detail and Goal Oriented, Ability to Work in a Fast-Paced Environment, Relationship Skills, Active Listener, Adaptable, Problem-Solving Skills.

Physical Demands:

This is essentially an active role, requiring the use of standard office equipment such as a computer, printer, and vaults. Requires sitting for long hours and standing for long hours. Requires some lifting, under 50 lbs. Most work is completed in an office environment. Walking around the branch and addressing employees and members is required.

Education

• Associates or better

Skills

• Customer Service - Assisting Others
• Teller Cash Handling

Behaviors

• Thought Provoking: Capable of making others think deeply on a subject
• Team Player: Works well as a member of a group
• Loyal: Shows firm and constant support to a cause
• Leader: Inspires teammates to follow them
• Innovative: Consistently introduces new ideas and demonstrates original thinking
• Functional Expert: Considered a thought leader on a subject
• Enthusiastic: Shows intense and eager enjoyment and interest
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
• Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivations

• Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
• Self-Starter: Inspired to perform without outside help
• Peer Recognition: Inspired to perform well by the praise of coworkers
• Job Security: Inspired to perform well by the knowledge that your job is safe
• Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
• Goal Completion: Inspired to perform well by the completion of tasks
• Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
• Financial: Inspired to perform well by monetary reimbursement
• Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business
• Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization