New Accounts Specialist - Oxford

AmFirst Career•Oxford, AL

About The Position

The New Accounts Specialist assists members and potential members with financial needs, opens new accounts, processes transactions, resolves problems, and provides information about products and services. The role supports general financial transactions and inquiries, including deposit account openings and closures, debit cards, online and mobile banking, adding or removing joint owners and POD beneficiaries, and safety deposit boxes. It also maintains transaction records, performs teller functions as needed, provides notary services, and serves as a liaison between members and other departments. The specialist may represent the credit union at business partner visits and civic functions and is expected to cross-train on consumer lending and mortgages. Other job-related duties may be assigned. The position is expected to provide prompt, accurate, informed service; complete account openings and related documentation accurately and on time; actively cross-sell products and services to meet established and branch goals; comply with credit union policies and procedures; and represent the credit union professionally and courteously. The work involves frequent contact with members and employees, relationship building, first-level conflict resolution, and confidential discussions requiring discretion and tact. The role requires moving around the branch, sitting and standing for extended periods, and light lifting.

Requirements

At least 1 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.
Good judgment in resolving member issues and offering services.
Ability to adapt job functions as member traffic dictates to meet member needs.
Ability to move around the branch, sit and stand for extended periods, and perform light lifting.
Ability to communicate diplomatically and tactfully, exercise discretion, build relationships, and support first-level conflict resolution.

Nice To Haves

Experience opening and closing deposit accounts is preferred.

Responsibilities

Assist members and non-members with financial transactions and inquiries, including opening and closing deposit accounts, debit cards, online and mobile banking, joint owners and POD beneficiaries, and safety deposit boxes.
Resolve problems 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 members’ needs.
Maintain a teller drawer and perform teller functions as needed.
Act as a liaison between members and various departments.
Represent the credit union at business partner visits and civic functions as needed to develop additional business.
Cross-train on consumer lending and mortgages.
Provide notary services to members.
Complete account openings and related forms and documents accurately and ensure they are filed or scanned promptly.
Meet or exceed established cross-selling goals and assist in meeting branch goals.
Comply with applicable credit union policies and procedures.
Perform other job-related duties as assigned.