Phoenix Branch - Branch Support Services Representative
About The Position
Responsible for performing a broad variety of member services such as opening and closing accounts, renewing certificate accounts, processing wires, ordering checks, and assisting members with bookkeeping and checking account problems. Answers employee and member questions regarding Credit Union services provided and performs a variety of account maintenance. Performs a variety of loan services such as loan application entry, loan application funding, title work packet review, collateral insurance maintenance, loan maintenance duties, and takes calls in the Loan phone queue. Performs as a member services representative in person as well as takes calls in the Member Services phone queues. Performs as a teller and actively cross-sells products and services. Participates in visits to Employee Partners to cross-sell credit union accounts and loans. Overnight travel of 1-2 days will be required for some visits. Reviews reports and performs audits as assigned.
Requirements
- Be enthusiastic about what you do and have a great attitude!
- Excellent communication and public relations skills
- Good understanding of member services and products offered by the Credit Union
- Flexibility, efficiency, professionalism, and the ability to work well with others
- Comprehensive knowledge of personal computer, Excel, and Word
- Ability to conduct clear communication while maintaining professional, courteous, and friendly service to our members and co-workers
- Ability to multi-task in a faced paced environment
- Solid math and bookkeeping abilities
- High School diploma or equivalent
- Minimum of six months customer service experience
- Some loan experience
- All qualified candidates will need to pass a credit and background check
Nice To Haves
- Symitar experience a plus
- Three to twelve months of similar experience is preferred
- Prior leadership experience a plus
Responsibilities
- Opening and closing accounts
- Renewing certificate accounts
- Processing wires
- Ordering checks
- Assisting members with bookkeeping and checking account problems
- Answering employee and member questions regarding Credit Union services
- Performing account maintenance
- Performing loan services such as loan application entry, loan application funding, title work packet review, collateral insurance maintenance, loan maintenance duties
- Taking calls in the Loan phone queue
- Performing as a member services representative in person
- Taking calls in the Member Services phone queues
- Performing as a teller
- Actively cross-selling products and services
- Participating in visits to Employee Partners to cross-sell credit union accounts and loans
- Reviewing reports
- Performing audits
Benefits
- FREE health insurance
- FREE dental insurance
- FREE vision insurance
- FREE life insurance
- FREE short-term and long-term disability
- FREE employee checking account
- Paid Time Off up to 3 weeks per year
- 13 Paid Holidays (2 ½ weeks of more paid time off!)
- Flexible Spending Accounts
- 401(k) plans with employer match
- Tuition reimbursement
- Casual dress code, every day!
- Ongoing training through classroom and online formats
- Employee recognition programs
- Employee committees that promote culture, fun and wellness
- Monthly company-wide activities for our employees, like Baseball Day, Chocolate Chip Day, Summer Luau, Say Something Nice Day, Biggest Loser, and a Step Challenge
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
