(On-Site) Virtual Relationships Representative

Rave Financial Credit Union • Beaumont, TX

6h • Onsite

About The Position

To assist members and potential members with their Credit Union needs via our centralized Smart Solutions Center. Provide information and promote a full range of products and services. Open accounts for members, and professionally handle the member’s daily needs. Provide a variety of transaction services to members including loan interviewing, processing, closing, and disbursal.

Requirements

• One year to three years of similar or related experience.
• A high school education or GED.
• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. 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.
• Have above average listening and communication skills.
• Have above average organizational skills.
• Ability to operate general office equipment such as copier, computer, and other credit union provided equipment.
• Must be able to operate related computer software as provided by the credit union.
• Interviewing skills and techniques.
• Be able to handle multiple, conflicting deadlines and projects.
• Ability to generate essential reports, interpret data, and calculate ratios including the resolution of problems and incorrect information.
• Working knowledge of lending analysis techniques.
• Recognize acceptable forms of income verification and calculate personal income; including self employed individuals and income based on individual tax returns.
• Properly identify acceptable forms of personal identification, with an awareness of possible fraud and/or forgery.
• Have knowledge of the fundamentals of the financial industry, including the basic processes of other credit union departments and branches.
• Understand negotiate instruments and the various clearing processes.

Responsibilities

• Assist members and potential members with their Credit Union needs
• Provide information and promote a full range of products and services
• Open accounts for members
• Professionally handle the member’s daily needs
• Provide a variety of transaction services to members including loan interviewing, processing, closing, and disbursal

What This Job Offers

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