Financial Service Specialist

CHAMPION CREDIT UNION•Asheville, NC

5d•Onsite

About The Position

To provide exceptional member service through all delivery channels, processing member requests such as account opening and maintenance, phone inquiries, loan requests, and all other services related to credit union products.

Requirements

High School graduate or equivalent.
Strong time management skills with the ability to multitask and coordinate several responsibilities simultaneously.
Demonstrates a polished, professional appearance in accordance with company dress code standards.
Technologically proficient; confident in using core systems and standard office software.
Ability to collaborate with all levels and departments of the organization.
Demonstrates exceptional attention to detail and commitment to operational accuracy.
Clear, effective communicator in both verbal and written forms.
Builds and maintains positive relationships with members and coworkers; handles questions and concerns professionally and promptly.
Flexible, dependable, and able to adapt in a fast-paced environment.
Capable of working independently with minimal supervision.
Strong knowledge of financial products and services.
Strong analytical and decision-making abilities; able to quickly assess situations, determine appropriate responses, and remain composed under pressure.
Travel required between branches, as necessary. Employees must have reliable transportation and be able to respond to travel needs on short notice or as scheduled.
Demonstrates the highest standards of ethics, integrity, and professionalism.

Nice To Haves

Two or four-year business degree preferred.
Related lending experience preferred.
Notary Public may be required based on need.

Responsibilities

Provides member service by taking and processing account and loan applications.
Provides accurate and detailed recommendation write-ups, consistent with CCU loan policies, to the Consumer Credit Department to expedite the decision-making process.
Provides excellent member service by resolving member problems.
Educate members on available credit union services and make recommendations based on their needs.
Services all member requests related to branch operations.
Ensures all policy and regulatory documentation is completed thoroughly and accurately.
Performs all Member Service Specialist functions as needed.
Maintains professional and technical knowledge by participating in educational opportunities as necessary.
Complies with all governing regulations, specifically the Bank Secrecy Act (BSA), OFAC and the Patriot Act requirements.
Understands and complies with all state and federal regulations and laws.
Performs any and all duties assigned by supervisor.