New Accounts Specialist - Oxford

AmFirst•Oxford, AL

About The Position

The New Accounts Specialist assists members and potential members with financial needs, opens new accounts, processes account transactions, resolves problems, and provides information about credit union products and services. The role involves handling deposit accounts, debit cards, online and mobile banking, account ownership changes, safety deposit boxes, teller transactions, and notary services. The specialist maintains accurate records, promotes and cross-sells products, coordinates with other departments, and may represent the credit union during business partner visits and civic functions. The role is also expected to cross-train in consumer lending and mortgages and perform other related duties as assigned. The position is expected to provide prompt, accurate, informed service; open accounts and related products accurately and ensure documents are completed and filed or scanned promptly; support sales and branch goals; comply with applicable policies and procedures; and represent the credit union professionally and courteously.

Requirements

At least one year of experience working in a financial institution.
Proficiency with teller transactions.
High school education or GED.
Ability to use various electronic systems to obtain and enter information.
Excellent communication skills and good judgment in resolving member issues and offering services.
Ability to adapt job functions to member traffic and needs.
Ability to build relationships, resolve first-level conflicts, and communicate confidential matters with diplomacy and discretion.
Ability to move around the branch, sit and stand for extended periods, and perform light lifting.

Nice To Haves

Experience opening and closing deposit accounts.

Responsibilities

Assist members and non-members with financial transactions and inquiries, including opening and closing deposit accounts, debit cards, online and mobile banking, account ownership changes, and safety deposit boxes.
Resolve issues within the role's authority in a timely manner and refer issues beyond that authority to a supervisor with recommendations.
Post transactions and maintain records in accordance with credit union policies and guidelines.
Promote, explain, and cross-sell credit union products and services based on member needs.
Maintain a teller drawer and perform teller functions as needed.
Act as a liaison between members and other departments.
May represent the credit union at business partner visits and civic functions to develop additional business.
Cross-train on consumer lending and mortgages.
Provide notary services to members.
Perform other job-related duties as assigned.
Open accounts, certificates, and other credit union products or services accurately, ensuring related documents are completed and filed or scanned promptly.
Provide prompt, accurate, informed service and support to members and employees.
Support established sales goals and branch goals while complying with applicable policies and procedures.