CSR II - University Center

Centric Federal Credit Union • Monroe, LA

1d

About The Position

Assist members and potential members to Live Better through Centric products and services; explains services, cross-sell applicable products and services including the setup of online banking and enrollment of e-statements. CSR I will forward all loan information to appropriate staff member.

Requirements

• One year to three 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 technology associated with online banking such as mobile devices, personal computer and microsoft office. Must have excellent interpersonal communication skills.

Responsibilities

• Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders, cashiers checks and gift cards to members; transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records. Balances daily transactions.
• 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/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