Account Solutions Representative

Partner Colorado Credit Union • Littleton, CO

3d • $18

About The Position

A combination of the account advisor and teller responsibilities including welcoming and providing information to members through member service, sales, and transactions within the branch. Supports overflow from FSRs in opening accounts, and assisting sales processor. Able to communicate effectively the credit union products and identify sales opportunities. Be aware of the requirements of BSA (Bank Secrecy Act) and Regulation CC as it pertains to their daily job duties. Core Competencies and Duties Greet members, general public, and vendors as they enter the credit union, determine whom they need to see and notify that person. Answers member inquiries concerning all our product and services, determining who is the primary person to handle the inquiry in support of both a sales and service strategy. Assists members with such things as setting up or changing payroll allotments and direct deposits, changing loan payment method, changing member’s address or phone number, making transfers, and other routine service issues. Sort incoming mail and deliveries for pick up by employees. Explain and set stage for sales process with FSR’s. Assist FSR’s as needed to new account paperwork, development and assisting in sales process. Assist the FSR’s in completion of loan task, loan packets, and review of loan when booked. Turn in documents/forms accurately and in a timely manner. Monitor and straighten member-waiting areas. Responsible for the overall experience of members while in lobby to ensure adequate wait times and insuring a refreshed, exceptional member experience. Open and close doors of credit union for business. Monitor department supplies and order as needed. Monitor and straighten waiting area daily. Maintain and adequate supply of forms to provide service to members. Perform other duties as assigned. Continuously add to, modify, and update BOB throughout the year MSR Duties Perform transactions as requested by members to include: Deposits, Withdrawals, Transfers, Payments, Statement Prints, etc. Provide professional service to the members. Cross sell other credit union services. Open new products to include: Time Deposit, Money Market, and club accounts. Close accounts as requested. Ensure consistent implementation of Hold Policy. Utilize loss prevention measures to minimize losses including the review of all negotiable instruments involved in transactions. Perform Mail transaction requests to include posting payrolls for SEGs. Perform Night Depository functions in a timely manner. Assist and perform administrative functions to include: Indexing of documents, Microfilming, Fund Transfers (wires), ATM balancing, Travelers Check transmissions and Office Balancing. Monitor and maintain reception area to include up to date service information. Assist Cash Department Supervisor in attaining monthly departmental goals. Other duties as requested.

Requirements

• Multi-tasking ability to serve members in an exceptional manor across a wide range of products and issues.
• Knowledge of all credit union products and services.
• Ability to be the “face” of Partner for members, acting with integrity, urgency, and dependability.
• Ability to perform basic mathematical calculations with speed and accuracy.
• Must have manual dexterity to input data via keyboard (i.e. computer, calculator, typewriter and telephone).
• Visual ability to interpret data from CRT screen or written documents.
• Ability to communicate clearly, concisely, and professionally in verbal and written form.
• Ability to tactfully question or actively listen to members, to determine specific need/concerns.
• Must be able to prioritize and organize multiple tasks effectively.
• High School or equivalent.
• Six months of similar or related experience required.

Responsibilities

• Greet members, general public, and vendors as they enter the credit union, determine whom they need to see and notify that person.
• Answers member inquiries concerning all our product and services, determining who is the primary person to handle the inquiry in support of both a sales and service strategy.
• Assists members with such things as setting up or changing payroll allotments and direct deposits, changing loan payment method, changing member’s address or phone number, making transfers, and other routine service issues.
• Sort incoming mail and deliveries for pick up by employees.
• Explain and set stage for sales process with FSR’s.
• Assist FSR’s as needed to new account paperwork, development and assisting in sales process.
• Assist the FSR’s in completion of loan task, loan packets, and review of loan when booked.
• Turn in documents/forms accurately and in a timely manner.
• Monitor and straighten member-waiting areas.
• Responsible for the overall experience of members while in lobby to ensure adequate wait times and insuring a refreshed, exceptional member experience.
• Open and close doors of credit union for business.
• Monitor department supplies and order as needed.
• Monitor and straighten waiting area daily.
• Maintain and adequate supply of forms to provide service to members.
• Perform other duties as assigned.
• Continuously add to, modify, and update BOB throughout the year
• Perform transactions as requested by members to include: Deposits, Withdrawals, Transfers, Payments, Statement Prints, etc.
• Provide professional service to the members.
• Cross sell other credit union services.
• Open new products to include: Time Deposit, Money Market, and club accounts.
• Close accounts as requested.
• Ensure consistent implementation of Hold Policy.
• Utilize loss prevention measures to minimize losses including the review of all negotiable instruments involved in transactions.
• Perform Mail transaction requests to include posting payrolls for SEGs.
• Perform Night Depository functions in a timely manner.
• Assist and perform administrative functions to include: Indexing of documents, Microfilming, Fund Transfers (wires), ATM balancing, Travelers Check transmissions and Office Balancing.
• Monitor and maintain reception area to include up to date service information.
• Assist Cash Department Supervisor in attaining monthly departmental goals.
• Other duties as requested.

Benefits

• There is a potential for Annual Performance Bonus
• Medical Plans
• Dental
• Vision
• HSA
• 401(k) match
• Life/AD&D
• Accident
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Identity Theft
• Paid Time Off
• Paid Holidays
• Personal and Professional Development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees