Universal Representative

My Community Credit Union•Allen, TX

14d

About The Position

The Universal Representative is responsible for providing comprehensive financial services to credit union members. This role involves a wide range of duties, including member transactions, loan processing, product sales, and member service. The ideal candidate will possess strong interpersonal skills, a solid understanding of financial products, and a commitment to exceptional customer service.

Requirements

Six months to two years of similar or related experience.
Graduation from an accredited senior high school or equivalent or GED
Knowledge of Microsoft Office Suite, internet, and data-base management
Ability to coordinate with other staff, departments, officials, and the public.
Ability to communicate ideas and instructions clearly and concisely.

Nice To Haves

Strong customer service and interpersonal skills with a friendly, professional demeanor
Ability to accurately process financial transactions and maintain detailed records
Comfortable educating members on products and confidently suggesting solutions
Solid understanding of basic financial products, or willingness to learn quickly
Goal-oriented, organized, and able to handle multiple tasks in a fast-paced environment

Responsibilities

Efficiently process a variety of transactions, including deposits, withdrawals, loan payments, and money orders.
Accurately maintain member account information.
Balance cash drawers and complete daily transaction reports.
Conduct loan interviews and gather necessary documentation.
Process loan applications and closings.
Cross-sell loan-related products and services.
Provide excellent customer service by actively listening to member needs and offering tailored solutions.
Assist members with account openings, closings, and maintenance.
Advise members on credit union products and services.
Resolve member inquiries and concerns.
Identify cross-selling opportunities and proactively promote relevant products and services.
Educate members on the benefits of various financial products.
Meet or exceed sales goals.
Perform miscellaneous tasks such as ordering checks, processing wire transfers, and resetting passwords.
Stay up to date on credit union policies, procedures, and compliance requirements.
Represent the credit union at events, conferences, and other functions as needed.