Account Solutions Representative

Partner Colorado Credit Union • Denver, PA

2d • $18 • Onsite

About The Position

The Account Solutions Representative combines account advisor and teller responsibilities, welcoming members and the public and providing information, member service, sales support, and transaction services within a credit union branch. The role supports Financial Service Representatives (FSRs) with account openings, sales processing, and loan-related tasks, communicates credit union products, and identifies sales opportunities. The representative is expected to understand the Bank Secrecy Act (BSA) and Regulation CC as they apply to daily duties.

The position also performs member-service and teller transactions, supports routine account and payment changes, maintains lobby and reception areas, and assists with administrative and cash-department functions. Travel by automobile to various branch locations may be required for staff training needs.

Requirements

• High school diploma or equivalent.
• Six months of similar or related experience.
• Ability to multitask while serving members across a wide range of products and issues.
• Knowledge of credit union products and services.
• Ability to represent Partner with integrity, urgency, and dependability.
• Ability to perform basic mathematical calculations quickly and accurately.
• Manual dexterity to enter data using a keyboard, computer, calculator, typewriter, and telephone.
• Visual ability to interpret data from a 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 their needs and concerns.
• Ability to prioritize and organize multiple tasks effectively.

Responsibilities

• Greet members, the public, and vendors; determine whom they need to see and notify the appropriate person.
• Answer member inquiries about products and services and route inquiries to the appropriate person in support of sales and service.
• Assist members with payroll allotments and direct deposits, loan payment methods, contact information changes, transfers, and other routine service needs.
• Sort incoming mail and deliveries for employee pickup.
• Explain and prepare members for the sales process with FSRs.
• Assist FSRs with new-account paperwork, sales-process development, loan tasks, loan packets, and review of booked loans.
• Submit documents and forms accurately and promptly.
• Monitor and straighten member waiting and reception areas, maintain service information, and support an exceptional member experience with adequate wait times.
• Open and close the credit union doors for business.
• Monitor department supplies, order supplies as needed, and maintain adequate forms for member service.
• Continuously add to, modify, and update BOB throughout the year.
• Perform member transactions, including deposits, withdrawals, transfers, payments, and statement printing.
• Provide professional service and cross-sell credit union services.
• Open new products, including time deposits, money market accounts, and club accounts, and close accounts when requested.
• Apply the hold policy consistently and use loss-prevention measures, including reviewing negotiable instruments involved in transactions.
• Process mail transaction requests, including posting payrolls for SEGs, and perform night depository functions promptly.
• Assist with administrative functions, including document indexing, microfilming, fund transfers (wires), ATM balancing, traveler’s check transmissions, and office balancing.
• Assist the Cash Department Supervisor in attaining monthly departmental goals.
• Perform other duties as assigned or requested.

Benefits

• Potential annual performance bonus
• Medical plans
• Dental insurance
• Vision insurance
• Health Savings Account (HSA)
• 401(k) match
• Life and AD&D insurance
• Accident insurance
• Hospital indemnity
• Long-term care
• Short-term disability
• Long-term disability
• Identity theft protection
• 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