Premier Banking, Support

WORKERS FEDERAL CREDIT UNION

31d•$24 - $30•Hybrid

About The Position

Responsible for providing coordinated sales and service support to our Premier Banking team, including direct and indirect communication with credit union members and prospects by assisting the Premier Banking team’s efforts to identify existing and new members who qualify for the Premier Banking program.

Requirements

Minimum of two years of administrative office experience in a financial service or sales environment preferred.
Solid knowledge of Premier Banking products and procedures.
Detail-oriented, strong work ethic and self –motivated.
Strong interpersonal skills.
Excellent written and oral communication skills required.
Proficiency with personal computer applications including MS Word, Excel and PowerPoint.
HS diploma or equivalent.

Responsibilities

Assist the Relationship Managers, VP and credit union employees with efforts to promote Premier Banking services, including the opening of all Mortgage memberships.
Monitor referrals, review daily reports for potential enrollment opportunities. Schedule appointments and prepare materials for member meetings. Communicate with members based on the needs of the department.
Provide administrative support to all Relationship Managers, including follow-up with existing members, accurately completing paperwork and data input, and other administrative tasks as needed. Process members transactions as requested. Manage external and interoffice mail correspondence.
Provide high quality service in all interactions with members and personnel in other departments of the credit union. Handle routine member inquiries; effectively working with the back-office support personnel to ensure a high degree of quality service and member satisfaction
Conduct all business, while protecting the confidentiality of information, by following rules and regulations set forth by the Credit Union, your Program Manager, and other regulatory agencies. Capture relevant member data and informational notes, along with appropriate documents in the member contact record on core platform
Maintain a current knowledge of Premier Banking products and services, as well as other products and services offered by the credit union. Maintain knowledge and stay abreast of developments in the financial industry
Review department documentation for accuracy and compliance. Upload documents to ensure adherence to internal standards set by the organization. Open accounts and perform account maintenance as directed.
Provide regular feedback to management to help improve workflow processes and levels of service.
Regularly demonstrate behaviors as defined by the credit union’s Fundamentals, which are part of the Workers Wisdom culture program.
Assume additional responsibilities as requested.