CSR I - Ruston Center

Centric Federal Credit Union • Ruston, LA

4d

About The Position

Centric is committed to creating, encouraging, and nurturing a safe and inclusive work environment. These same standards are expected of each of our employees. Centric values and celebrates diversity in the workplace and we welcome those with unique backgrounds, working styles, and skillsets. Our culture recognizes and embraces each person’s unique contribution to our success, and empowers our team to connect, belong and grow, so that we can better serve our members and community.

Role:

Assist members and potential members to Live Better through Centric products and services; explains services, sets up new accounts, cross-sell applicable products and services including the setup of online banking and enrollment of e-statements. CSR I will assist members in the loan process, resolve member opportunities and forwards loan information to appropriate staff members.

Requirements

• Six months to two years of similar or related experience.
• A high school education or GED.
• A high level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work involves motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
• Working knowledge of regulations relating to all Credit Union deposit products (Reg E, Reg CC, Reg D, Truth-in-Savings Act). Able to operate a 10-key calculator, typewriter, and computer keyboard. Must have good interpersonal communication skills.
• Must be able to lift up to 50lbs.

Responsibilities

• Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records. Balances daily transactions.
• Assists members with opening and closing accounts, initiates loan applications; answers questions about products and services and resolves problems that are within their authority; Refers problems that are beyond their authority to their supervisor, along with their recommendations. Identifies cross-selling opportunities and cross-sells services to members.
• Acts as liaison between members and various organizations and departments.
• Assures that appropriate records are maintained and required reports are prepared (i.e., CTR, SAR).
• Maintains member account information on Centric systems.
• Performs other related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED