Account Executive I

Great Northwest Federal Credit Union•Aberdeen, WA

2h•$21 - $27

About The Position

The Account Executive I provides new personal, business, special accounts, and loans for credit union members. The role supports main lobby operations during peak business hours to ensure efficient service and a positive member experience. It engages members with credit union products and services to strengthen their financial health and support their long-term financial goals. The position provides member education and service across accounts, loans, cards, and other credit union offerings; supports account opening and maintenance; and handles member requests, issues, and complex situations. It also performs duties in accordance with lending, identification, and regulatory compliance requirements. Once certified, the employee acts as a Financial Advisor for the Credit Union. Employees may need to raise their arms above their head and must have adequate hearing and speech to communicate with members and staff by phone, in person, or through drive-thru speaker systems. The employer states it will make reasonable accommodations for employees with physical, mental, or sensory disabilities to perform essential job functions. Duties and position requirements may be changed or supplemented at management’s discretion.

Requirements

Demonstrated proficiency and confidence in all aspects of the position.
Responsible, dependable, forthright, and self-directed approach to assigned duties.
Ability to educate members about credit union products, services, loans, and card services.
Ability to explain loan types and use credit report analysis to identify lending opportunities.
Ability to open and maintain accounts and provide related system and technology support.
Ability to conduct loan interviews, complete applications, and facilitate loan signings.
Ability to handle difficult member interactions, complex situations, fraud, and disputes professionally.
Ability to follow lending, member identification, and regulatory compliance requirements.
Ability to meet assigned task, training, and professional development deadlines.
Adequate hearing and speech to communicate with members and staff by phone, in person, and through drive-thru speaker systems.
Ability to raise arms above the head may be required.

Responsibilities

Provide outstanding member service in all aspects of credit union business and maintain a positive attitude with members, team members, and the Credit Union.
Practice GREAT Standards and serve as an example to the team.
Use the CRM program to deepen member relationships, increase engagement, and identify opportunities to meet members’ financial needs.
Educate members on credit union products, services, loans, and card services.
Educate members about loan types and use credit report analysis to identify lending opportunities that better serve their needs.
Cross-sell lending products and help achieve lending goals through member-focused solutions.
Once certified, act as a Financial Advisor for the Credit Union.
Open all types of accounts and perform account maintenance.
Provide account maintenance, system, and technology support.
Approve accounts accurately and promptly as a Membership Officer, following procedures.
Maintain all branch new-account queues as a Membership Officer.
Provide video and in-person services to current and prospective members.
Conduct loan interviews, complete loan applications, and facilitate loan signings.
Handle difficult member interactions and complex situations professionally.
Handle account fraud and dispute resolution involving cards, ACH, drafts, and online banking.
Manage accounts for deceased members and follow account closure procedures and protocols.
Follow lending guidelines set by the VP of Lending.
Follow Member Identification Program (MIP) requirements.
Comply with BSA, AML, OFAC, and other applicable compliance policies.
Meet deadlines for assigned tasks, training requirements, and professional development commitments.
Perform other duties as assigned.