FINANCIAL SERVICE PARTNER

COASTLIFE CREDIT UNION • Corpus Christi, TX

2d • Onsite

About The Position

Responsible for performing a broad variety of financial services such as opening and closing accounts, loan servicing, and answering member questions regarding credit union services. Performs a variety of account maintenance, cross-sells services and assists members with any and all questions or problems that arise. Attends to telephone inquiries and transactions for members.

Requirements

• High school graduate or equivalent.
• Computer Network and other Microsoft Office applications.
• Six-months to one year financial institution experience preferred.
• Sales and member service skills.
• Excellent communication and public relations skills.
• Professional appearance and attitude.
• Ability to operate related computer applications and business equipment including adding machine, copy machine and telephone.
• Math and good typing skills.
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
• Ability to perform basic math skills, add and subtract.
• Ability to communicate using normal word order with present and past tenses and good vocabulary.
• Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.

Nice To Haves

• Good understanding of financial services and products preferred.
• Previous experience with a full-service financial institution helpful.

Responsibilities

• Presents and explains credit union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Rents safety deposit boxes. Orders checks for member accounts. Completes payroll deductions and authorization forms.
• Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member bookkeeping and checking account problems. Takes stop payment orders.
• Renews and updates certificate of deposit accounts.
• Receives and directs members and telephone calls. Responds to inquiries and questions, or directs them as necessary. Records and relays messages.
• Places stop payments per requests and obtains necessary authorizations.
• Performs file maintenance and account changes as needed.
• Maintains IRA accounts and answers questions regarding IRAs.
• Handles all maintenance requirements for debit card orders and ensures security in all phases of processing.
• Interviews and assists members with loan requests. Pulls credit report. Ensures accurate processing of loans by making sure that each one is properly documented for review to loan officer per prescribed procedures. Close loan requests by properly disclosing documents with members according to credit union policy and procedures and obtaining necessary signatures per agreement. Quotes payoff balances and NADA vehicle values. Assists with MasterCard applications as needed. Performs research as needed on accounts.
• Resolves member requests and questions promptly, courteously, and professionally.
• Keeps members informed of credit union services and policies.
• Maintains and projects the credit union's professional reputation.
• Counsels members regarding money management and financial matters.
• Maintains confidentiality.
• Assists area personnel as required.
• Keeps supervisor informed of area activities and significant problems.
• Completes required reports and records accurately and promptly.
• Attends meetings as required.
• Actively and professionally cross-sells credit union services.
• Performs related clerical duties as needed.
• Ensures work area is clean, secure, and well maintained.

What This Job Offers

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