Sr. Personal Financial Officer (Baytown, Tx) Alexander Branch

Community Resource Credit Union • Baytown, TX

12d • $25 - $32 • Onsite

About The Position

Offers and delivers an exceptional level of member service and actively sells the Credit Union's products and services to ensure predetermined organizational and individual goals are met. Works as a team member in completing department goals. Adheres to policies and procedures and Federal and State laws and regulations. Performs as a Team Leader to assist management in completing department goals.

Requirements

• Three years to five years of similar or related experience.
• A high school education or GED.
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Working knowledge of Regulations relating to deposit/loan products/credit union products and services.
• Strong PC (technology), compliance, written and verbal skills.
• While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus.
• Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.

Nice To Haves

• Serves as a Mentor, providing guidance, feedback, and support to new employees during their training period as needed. Performs as a Team Leader to assure that prompt quality service is delivered to members.

Responsibilities

• Assesses members needs and recommends appropriate deposit, loan, investment, insurance, electronic or other products and services of the Credit Union. Identifies and acts on products and sales opportunities consistent with established sales standards/objectives. Opens new accounts, which includes savings, checking, money market, certificate of deposits and IRAs, and all account maintenance.
• Conducts orientation interviews on credit union services and programs with each new credit union member. Follow-up on all sales leads and member referrals.
• Responds to and resolves all sales and service related issues in a timely manner.
• Performs bookkeeping duties, which includes, ordering copies of checks, placing stop payments, order member checks, account reconciliation, and notary work. Accurately issues and re-pins ATM and Mastercard Debit Cards.
• Stays abreast of all credit union products and services.
• Represents the Credit Union in the community and actively solicits new members. Responsible for staying abreast of other local financial institutions products and services.
• Serves as a Mentor, providing guidance, feedback, and support to new employees during their training period as needed. Performs as a Team Leader to assure that prompt quality service is delivered to members.
• Performs other related duties as assigned.

What This Job Offers

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