Universal Branch Specialist - Vestavia

AmFirst Career•Vestavia, AL

About The Position

Assists members and potential members with any financial needs, opens new accounts, processes account transactions and loan request, resolves problems, and provides assistance and information regarding products and services. Essential Functions & Responsibilities: Assists members and non-members with general to complex financial transactions and loan inquiries, including but not limited to business accounts and loans, consumer lending, real estate, credit cards, and other specialty accounts. Resolves problems that are within their authority in a timely manner. Refer problems that are beyond their authority to their supervisor, along with their recommendations. Post transactions and loan requests accurately and in a timely manner, and maintain records in accordance with credit union policies and guidelines. Promotes, explains, and cross-sells credit union products and services, including gap and warranty coverage, credit, and life disability. Anticipates the needs of our members and advises them appropriately. Conducts audits of system information and member documents. Acts as liaison between members and various departments. May represent the credit union in business partner visits, enrollments, and various civic functions in order to develop additional business. May train other employees in daily responsibilities. Provides notary services and medallion stamps to members. Responsible for rotating branch duties. Performs other job-related duties as assigned.

Requirements

2+ years of experience with new accounts and consumer lending
A high school education or GED
Work involves extensive personal contact with others and is of a personal or sensitive nature
Motivating, influencing, and/or training others is key at this level
Outside contacts become important, and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others
Must be able to maintain life insurance and NMLS registration
Must be able to utilize various electronic systems to obtain and enter information
Must demonstrate strong public contact and communication skills
Must demonstrate good judgment in order to resolve member issues and to offer other services
Must be current on all policies and procedures related to teller, new account, and be fully versed on all services offered by the credit union
Must demonstrate proficiency with all lending functions
Must be able to change job function as member traffic dictates to meet member needs
Must be able to move around the branch and must be able to sit and stand for an extended period of time
Light lifting is required

Responsibilities

Assists members and potential members with any financial needs
Opens new accounts
Processes account transactions and loan request
Resolves problems
Provides assistance and information regarding products and services
Assists members and non-members with general to complex financial transactions and loan inquiries, including but not limited to business accounts and loans, consumer lending, real estate, credit cards, and other specialty accounts
Resolves problems that are within their authority in a timely manner
Refer problems that are beyond their authority to their supervisor, along with their recommendations
Post transactions and loan requests accurately and in a timely manner, and maintain records in accordance with credit union policies and guidelines
Promotes, explains, and cross-sells credit union products and services, including gap and warranty coverage, credit, and life disability
Anticipates the needs of our members and advises them appropriately
Conducts audits of system information and member documents
Acts as liaison between members and various departments
May represent the credit union in business partner visits, enrollments, and various civic functions in order to develop additional business
May train other employees in daily responsibilities
Provides notary services and medallion stamps to members
Responsible for rotating branch duties
Performs other job-related duties as assigned