credit union representative

Genisys Credit Union

<div><p>At Genisys Credit Union, we value our employees who are essential to our ongoing growth and success as a financial institution of choice. Our locations are constantly recognized for providing excellent customer service to our members and we are excited to be adding to our team. We are currently seeking motivated candidates for a Full Time Member Services Representative position at our Sterling Heights branch. This position has the opportunity to earn incentives.</p><p><b>
Position Purpose:</b></p><p>
Ensures that members are promptly and professionally served by performing a broad variety of member services functions.</p><p><b>
Job Duties (include but not limited to):</b>
</p><ul><li>Cross selling credit union products and services to provide high quality member service and reach credit union goals and objectives</li><li>
Opening and closing membership accounts</li><li>
Performs loan transactions from processing applications all the way to payout, following Genisys lending procedures and guidelines</li><li>
Ensures that members' requests and questions are promptly resolved whether in person, over the phone, or via other communication methods.</li><li>
Ensures that the Credit Union's quality reputation is maintained and projected.</li><li>
Obtains appropriate state license to sell loan protection insurances.
</li></ul><p><b>Qualifications:</b>
</p><ul><li>High School Graduate or equivalent required</li><li>
Customer service experience preferred</li><li>
Sales experience preferred</li><li>
Knowledge of lending processes helpful Skills/Abilities:
</li></ul><p><b>Skills and Abilities:</b>
</p><ul><li>Good communication skills</li><li>
Professional appearance, dress, and attitude</li><li>
Good math skills</li><li>
Able to operate related computer applications and basic business equipment</li><li>
Good typing skills
</li></ul><p><b>Benefits:</b>
</p><ul><li>Vacation and Paid Time Off</li><li>
Health, Dental, Vision, Life Insurance, Flexible Spending Accounts, &amp; Short Term/Long Term Disability Available</li><li>
Paid Tuition to $5000 per year</li><li>
Bereavement Pay</li><li>
Holiday pay at 8 hours per observed holiday</li><li>
401k up to 3% match and 5% Profit Share
 </li></ul><p>EOE M/F/Disability/Veteran</p></div>

Member Services Representative - Full Time

Mountain America Credit Union

<div></div><div><div>Please reference the schedule and minimum qualifications listed below before applying.</div><div></div><div>
If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.</div><div></div><div>
Job Summary</div>
At Mountain America, we create exceptional service experiences with every member, every time. We provide life changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain America.<div></div><div>
Job Description</div><div>
LOCATION</div><div>
Hurricane State St Branch:</div><div>
1155 West State Street<br>
Hurricane, UT 84737</div><div></div><div>
SCHEDULE</div><div>
Part Time; Monday &ndash; Friday hours will vary between 8:40am - 6:15pm</div><div>
Saturdays 8:40am &ndash; 2:15pm</div><ul><li><br>
20-25 hours per week</li></ul><div>
*Day off during the week when as Saturday is worked*</div><div></div><div>
At Mountain America we are committed to taking care of all our employees</div><div></div><ul><li><div>
Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives</div></li><li><div>
Additional $1.00 per hour if bilingual in English/Spanish</div></li><li><div>
Performance reviews with opportunities to increase compensation</div></li><li><div>
Excellent medical and dental benefits with minimal employee contribution (full time employees)</div></li><li><div>
Paid time off, volunteer time off, and paid holidays</div></li><li><div>
Matching 401K</div></li><li><div>
Tuition assistance</div></li><li><div>
Professional development</div></li><li><div>
And more!</div></li></ul><div></div><div>
To be effective, an individual must be able to perform each job duty successfully.</div><div></div><div>
Member Focus</div><ul><li>
Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member&rsquo;s needs and accomplish the credit union objectives.</li><li>
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach</li><li>
Consistent focus on increasing member satisfaction and account retention</li><li>
Expected to meet sales and service goals</li><li>
Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services</li><li>
Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.</li><li>
Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach</li></ul><div></div><div>
Branch Operations</div><ul><li>
Maintains cash drawer</li><li>
Initiates wire transfers, cashiers checks, and cash advances</li><li>
Creates VISA cards</li><li>
Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds</li><li>
Uses judgement to place appropriate check holds and issue fee reversals</li><li>
Assist fraud victims by processing fraud disputes</li><li>
Accurately and efficiently processes transactions in accordance with established policies and procedures</li><li>
Assists in the opening and closing procedures of the branch</li><li>
Responsible for Branch Security which includes vault combinations, security codes, and member information.</li></ul><div>
Other Responsibilities</div><ul><li>
Represents the credit union in a professional manner, both in dress and in actions</li><li>
Keeps work area neat and clean</li><li>
Responds to email/voicemail/missed calls/other communication in a timely manner</li><li>
Actively participates and completes product knowledge courses</li><li>
Travel may be required</li><li>
Complies with all regulations as required by law</li><li>
Performs other duties as assigned</li></ul><div></div><div>
KNOWLEDGE, SKILLS, and ABILITIES<br>
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.</div><div></div><div>
Experience<br>
At least six months of customer service experience.</div><div>
Industry experience preferred.</div><div></div><div>
Education<br>
High school diploma or equivalent</div><div></div><div>
Licenses, Certificates, Registrations, Trainings</div><ul><li>
A valid driver&rsquo;s license is required</li></ul><div></div><div>
To be completed during the first 90 days:</div><ul><li>
MSR onboarding through the following:<ul><li>
Branch Foundations</li><li>
Teller Branch Checklist</li><li>
Products &amp; Services</li><li>
Teller Follow-up Training</li></ul></li></ul><div></div><div>
Computer/Office Equipment Skills</div><ul><li>
Proficient computer operating skills</li><li>
Understanding of Microsoft Office Suite (Outlook, Word, Excel)</li></ul><div></div><div>
Managerial Responsibility</div><div>
No supervisory/managerial responsibilities</div><div></div><div>
Other Skills and Abilities</div><ul><li>
Thorough knowledge of credit union policies, procedures and regulations</li><li>
Ability to identify lending opportunities and make recommendations.</li><li>
Ability to cross-sell financial services of the credit union to create exceptional member service</li><li>
Ability to perform financial calculations</li><li>
Ability to communicate effectively and persuasively using written and verbal communication</li></ul><div></div><div>
PHYSICAL ABILITIES / WORKING CONDITIONS</div><div></div><div>
Physical Demands</div><ul><li>
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently</li><li>
Ability to stand, walk, kneel and crouch occasionally</li></ul><div></div><div>
Vision Requirements</div><ul><li>
Close vision (clear vision at 20 inches or less)</li><li>
Distance Vision (clear vision at 20 feet or more)</li></ul><div></div><div>
Weight Lifted or Force Exerted</div><div>
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally</div><div></div><div>
Environmental</div><div>
There are no unusually environmental factors</div><div></div><div>
Noise Environment</div><div>
Moderate noise (business office with computers and printers, light traffic)</div><div></div><div>
#INDMS</div><div>
#LI-CC1</div><div>
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.</div></div>

Part Time Member Service & Sales (Teller)

Fortera Credit Union

<div><p><b>Location: Life Credit Union. Mid-Town Medical Plaza, 2004 Hayes Street, Suite 120, Nashville, TN 37203.</b><br>
<br>
<b>Training will be located in Clarksville, TN.</b></p><p><b><br>
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands and internal equity.</b></p><p><b><br>
Position Purpose</b></p><p>
Responsible for performing a variety of member transactions with an emphasis on loan and new account origination. Conducts consultative member interviews to uncover member needs and recommends appropriate products and services. Generates new business from existing and potential members. Provides exceptional external and internal member service with a smile. Performs Teller transactions as needed based on needs of branch.</p><p><br>
<br>
<b>Essential Functions and Basic Duties</b></p><p><b><br>
Assumes responsibility for meeting established sales &amp; service goals.</b></p><ul><li>
Attains a minimum of 85% or higher overall on individual scorecard</li><li>
Actively cross-sell and identify credit union products and services that align with member&rsquo;s financial needs. Refer to internal/external business partners as necessary.</li><li>
Maintain established minimum score for NPS member transaction surveys</li><li>
Protect member and credit union assets by meeting and/or exceeding established ancillary product penetration goals.</li></ul><p><b><br>
Assumes responsibility for the effective and professional performance of member service </b><b>functions.</b></p><ul><li>
Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Orders checks for members' accounts. Completes payroll deduction and authorization forms.</li><li>
Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member bookkeeping and account problems. Takes stop payment orders.</li><li>
Receives and directs members and telephone calls. Responds to inquiries and questions if possible or directs them as necessary. Records and relays messages.</li><li>
Performs file maintenance and account changes as needed.</li><li>
Keeps members informed of Credit Union products &amp; services including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.</li><li>
Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information.</li><li>
Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position to include OFAC, Bank Secrecy Act/Anti-Money Laundering Act and USA Patriot Act compliance. Utilize CRM to track leads, referrals, outbound calling, and appointments.</li></ul><p><b><br>
Assumes responsibility for establishing and maintaining effective coordination and working </b><b>relationships with area personnel and with management.</b></p><ul><li>
Assists area personnel as required.</li><li>
Keeps supervisor informed of area activities and of any significant problems or concerns.</li><li>
Completes required reports and records accurately and promptly.</li><li>
Adheres to assigned schedule &amp; break periods. Regular attendance &amp; punctuality are required.</li><li>
Attends and participates in all meetings, trainings and committees as required.</li></ul><p><b><br>
Assumes responsibility for the efficient, effective, and accurate performance of teller functions.</b></p><ul><li>
Represents the Credit Union in a courteous and professional manner.</li><li>
Receives share deposits and loan payments.</li><li>
Processes cash advances, travel cards, gift cards, cashiers' checks, money orders, the wiring of funds, share withdrawals, transfers, &amp; stop payments.</li><li>
Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.</li><li>
Balances daily transactions and verifies cash totals. Investigates, reports, and resolves out-of-balance conditions.</li></ul><p><b><br>
Assumes responsibility for related duties as required or assigned.</b></p><ul><li>
Performs drive-up service, night drop, safe deposit box, and ATM and coin machine functions as assigned.</li><li>
Participates in community and civic events to promote awareness of the Credit Union in the community.</li><li>
Attends and participates in all required meetings, trainings, and committees.</li><li>
Ensures that work area and assigned equipment are clean, secure, and well maintained.</li><li>
Performs other duties as assigned by management.</li></ul><p><b><br>
Performance Measurements</b></p><ul><li>
Relationship Manager functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.</li><li>
Monies are balanced and any discrepancies promptly reported and resolved.</li><li>
Cross sells all Credit Union products and services to include Payment Protection.</li><li>
Meets or exceeds loan, deposit and referral performance goals assigned by the Credit Union.</li><li>
Good business relations exist with internal and external members. Members' problems or questions are courteously and promptly resolved.</li><li>
Good working relationships and coordination exist with area personnel and with management. Assistance is provided to all CU staff as needed. Supervisors are appropriately informed of area activities.</li><li>
Required reports and records are accurate, complete, and timely.</li><li>
Ensures the Credit Union's professional reputation is maintained and conveyed.</li><li>
Maintains minimum established standards for member service surveys.</li><li>
Maintains minimum established share/draft ratio of 80%.</li><li>
Builds lasting relationships with members.</li><li>
Individual Sales and Service standards are met.</li><li>
Fortera&rsquo;s core values are satisfactorily demonstrated.</li></ul><p><br>
<br>
<b>Special Note: Fortera Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, sex, race, color, national origin, disability, pregnancy genetic information, religious preference, protected veteran status, sexual orientation, gender identity or any other trait protected by state or federal law.</b></p><p><b>
Please be advised, visa sponsorship is not available for this position.</b></p><p></p><p><b><br>
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands and internal equity.</b></p><p></p><p><br>
 <b>Qualifications</b></p><p><b>
Education/Certification</b><b>:</b><b>
</b></p><ul><li>High school graduate or equivalent.</li></ul><p><b>
Experience Required</b><b>:
</b></p><ul><li>Minimum of six months&rsquo; experience in a Retail Sales.</li><li>
Knowledge of financial services industry preferred.</li><li>
Consumer Lending experience preferred.</li>
Knowledge of Teller and Relationship Manager operations and procedures preferred.<br>
<li>
</li></ul><p><b>Required Skills/Abilities</b><b>:
</b></p><ul><li>Strong organizational and administrative skills.</li><li>
Excellent interpersonal and communication skills (oral &amp; written).</li><li>
Accurately assesses cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality.</li><li>
Professional appearance, dress, and attitude.</li><li>
Good math skills with excellent attention to detail.</li><li>
Ability to operate PC, related software applications and standard office equipment.</li><li>
Must have the ability to work independently, as a team, and handle multiple tasks in a fast-paced environment.</li><li>
Must be able to work well under pressure while always promoting a professional image of the Credit Union.</li><li>
Must be able to meet deadlines while maintaining and effective and efficient workflow.</li><li>
Ability to meet assigned goals within specified timelines.</li><li>
Ability to work in a cooperative manner with others.</li><li>
Required to work at any Credit Union location that may include extended hours, holidays or Saturdays.
</li>Regular, predictable attendance.<br>
<li>
</li></ul><p><br>
<b>Physical Activities and Requirements</b></p><p><b><br>
Stooping</b><b>:
</b></p><ul><li>Bending downward and forward at the waist. Requires full use of lower extremities and back muscles.</li></ul><p><b>
Reaching</b><b>:
</b></p><ul><li>Extending hand(s) and arm(s) in any direction.</li></ul><p><b>
Pushing</b><b>:</b>
</p><ul><li>Using the upper body to press against something with steady force.</li></ul><p><b>
Pulling</b><b>:</b>
</p><ul><li>Using the upper body to draw, drag, haul or tug objects.</li></ul><p><b>
Lifting</b><b>:</b>
</p><ul><li>Use of the upper body and back muscles to lift objects.</li></ul><p><b>
Talking</b><b>:</b><b>
</b></p><ul><li>Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.</li></ul><p><b>
Average Hearing</b><b>:</b><b>
</b></p><ul><li>Able to hear average or normal conversations and receive ordinary information.</li></ul><p><b>
Finger Dexterity</b><b>:</b><b>
</b></p><ul><li>Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.</li></ul><p><b>
Repetitive Motion</b><b>:</b><b>
</b></p><ul><li>Movements frequently and regularly required using the wrists, hands, and/or fingers.</li></ul><p><b>
Average Visual Abilities</b><b>:</b></p><ul><li>
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.</li></ul><p><b>
Physical Strength</b><b>:
</b></p><ul><li>Exerting up to 50 lbs. occasionally, and/or up to 20 lbs. frequently.</li></ul><p><br>
 <b>Working Conditions</b></p><p><b>
None</b><b>:
</b></p><ul><li>No hazardous or significantly unpleasant conditions (such as in a typical office).</li></ul><p><br>
<br>
<b>Mental Activities and Requirements</b></p><p><b><br>
Reasoning Ability</b><b>:</b></p><ul><li>
Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.</li></ul><p><b>
Mathematics Ability</b><b>:
</b></p><ul><li>Ability to perform basic math skills and to use decimals to compute ratios and percent&rsquo;s, and to draw and interpret graphs.</li></ul><p><b>
Language Ability</b><b>:</b>
</p><ul><li>Ability to use passive vocabulary of 5-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.</li><li>
Ability to write complex sentences, using proper punctuation, and use adjectives and adverbs.</li><li>
Ability to communicate in complex sentences; using normal word order with present and past tenses; using a good vocabulary.</li></ul></div><p></p>

Relationship Manager

TruStone Financial Credit Union

<div><p><b>WHO WE ARE:</b><br>
TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members&rsquo; financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.</p><p><b>
WHAT YOU&rsquo;LL DO:</b><br>
Welcome members into the branch and provide professional service and sales of deposit products, loan products, and convenient services through effective rapport building skills and proficient knowledge. Responsible for attaining established Credit Union and Branch goals through active participation in sales programs. Accurately and efficiently interpret and process a wide variety of financial inquiries, account openings, loan originations, loan closings, loan disbursements, service requests, and transactions. Secure credit union assets, balances transactions, and complete necessary reports.</p><p><b>
WHAT YOU&rsquo;LL BRING:</b><br>
Availability to work 40 hours per week Monday through Friday between the hours of 8:15am &ndash; 5:45pm and rotating Saturdays 8:45am &ndash; 1:15pm at our Minneapolis Lyn-Lake branch; non-exempt.</p><p>
In addition:</p><ul><li>
An Associate&rsquo;s Degree in Business Administration or a related field, or two years of equivalent work experience.</li><li>
Two years of cash handling experience or experience serving and interacting with customers.</li><li>
Experience recommending products and plans to improve a customer&rsquo;s financial position, preferred.</li><li>
Knowledge of banking and/or credit union regulations, preferred.</li><li>
Highly-developed interpersonal skills, a positive attitude, and a desire to help people.</li><li>
Effective verbal and written communication skills.</li><li>
Good decision-making skills and judgement.</li><li>
Ability to perform calculations and proficiency in basic math skills.</li><li>
Ability to organize and prioritize work and maintain accurate records.</li><li>
A professional and friendly appearance and demeanor.</li><li>
Required to be compliant with the terms and conditions outlined in TruStone Financial&rsquo;s SAFE Act Policy, which includes the submission of fingerprints, the successful completion of an FBI background check and maintaining current and compliant registration in Nationwide Mortgage Licensing System (NMLS).</li><li>
Compliance with the Bank Secrecy Act and all its provisions.</li><li>
Ability to pass a pre-employment drug test and various background checks.</li><li>
Regular and reliable attendance at the workplace.</li></ul><p><b>
WHAT WE OFFER:</b><br>
The salary range for this position is $19.00 to $24.00 per hour. In addition, we offer:</p><ul><li>
Competitive pay and incentive programs for all positions.</li><li>
Health insurance with the ability to choose which plan option is best for you &ndash; a Traditional Health Plan or Health Savings Plan.</li><li>
Affordable dental and vision insurance coverage.</li><li>
Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees &ndash; and, the longer your tenure, the more PTO you&rsquo;ll have to enjoy.</li><li>
10+ paid holidays each year.</li><li>
Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.</li><li>
401(k) with 50% employer match on the first 6% you contribute &ndash; plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.</li><li>
Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.</li><li>
Employer-paid Short Term and Long Term Disability benefits.</li><li>
Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.</li><li>
Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).</li><li>
Career development opportunities &ndash; including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.</li><li>
Special employee discounts when you join TruStone Financial as a credit union member.</li><li>
Employee activities, events, discounts, and many other great benefits and perks!</li></ul><p></p><p><i><br>
TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.</i></p></div>

Personal Banker I

Greenstate Credit Union

<div>Position Summary:
<div>
This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seeking out opportunities for additional business.</div><div></div><div><b><br>
GREENSTATE CULTURE:</b></div><div>
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success&mdash;now and in the future&mdash;is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.</div><div><br>
</div><div><b>Hours:</b></div><div>
Mon-Fri 9am-5pm</div><div>
Sat 9am-12pm</div><div></div><div><br>
Pay range for this hourly position is $21.46 - $25.08/hr with a monthly incentive opportunity and a progressive benefits package.</div>
Essential Duties and Responsibilities:
<div>
Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:</div><ul><li>
Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision.</li><li>
Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business.</li><li>
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.</li><li>
Ensures confidentiality of member information.</li><li>
Supports a diverse and inclusive work environment.</li><li>
Sales &ndash; Ask questions, listen to your members&rsquo; needs and offer solutions that best fits the needs of your member.
</li><li>Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees.</li><li>
Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners.</li><li>
Profile each member to uncover opportunities for additional business.</li><li>
Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations.</li><li>
Makes weekly outbound sales calls to members.</li><li>
Performs all aspects of MSR position. This includes the ability to accurately balance a cash drawer daily and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification.</li><li>
Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served.</li><li>
Participates in promotions, contests, and other departmental activities which support team goals.</li><li>
Responsible for sales of loan protection products.</li><li>
Possesses a thorough knowledge of all federal regulations and procedures concerning deposits.</li><li>
Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned.</li><li>
Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events.</li></ul>
Job Requirements/Expectations:
<ul><li>Must have at least one year of similar or related experience or 12 months in an MSR role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately.</li><li>
High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner.</li><li>
Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines.</li><li>
Accuracy and attention to detail.</li><li>
Proficiency with related computer applications, spreadsheets, word processing, and database applications.</li><li>
Proven relationship building skills and techniques.</li><li>
Must be self-motivated, exercise sound judgment, and be able to work independently</li><li>
Ability to maintain composure, and problem solve as they arise.</li><li>
Ability to develop and maintain positive and effective working relationship.</li><li>
Ability to work with minimal direction and exercise sound judgment.</li><li>
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand</li><li>
High school diploma or the equivalent (i.e. GED).</li><li>
Must be bondable.</li><li>
Must be registered pursuant to requirements of the S.A.F.E Act.</li><li>
Adheres to all state, federal and credit union regulations, policies, and guidelines.</li></ul>
Reporting Relationship: Reports to the Vice President / Branch Manager as assigned. Supervisory Responsibilities: This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement: GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID</div>

Member Service Associate

Goldenwest Credit Union

<div><p><b>WHO WE ARE</b></p>
<p>
Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive/commission schedule. We provide outstanding benefits, including:</p>
<ul>
<li>Medical insurance (we pay 100% of your deductible!)</li>
<li>Dental insurance (we pay 100% of your premium!)</li>
<li>Paid time-off (we pay you to take 33 days off!)</li>
<li>Tuition (we pay for your tuition cost, up to the IRS maximum!)</li>
<li>Retirement (we pay 100% of your pension and match your 401K!)</li>
<li>And many, many more&hellip;</li></ul><br>
<p></p>
<p>
If what we offer interests you and you are committed to being part of an extraordinary team, apply now! We&rsquo;d love to create a mutually beneficial partnership!</p><br>
<p></p>
<p><b>
WHAT WE LOOK FOR</b></p>
<p>
Ideal candidates will exhibit an energetic, friendly and positive attitude! We are looking for people who believe in doing the right thing, want to make a lasting impact, strive to be better every day and aren&rsquo;t afraid to grow! We are an organization of people helping people!</p>
<p><i>
Key Competencies</i></p>
<ul>
<li>Strong ability to think critically and solve problems.</li>
<li>Timely and meticulous attention to verbal and written communication.</li>
<li>Devotion to earning and maintaining member trust.</li>
<li>Attentiveness to professionalism in appearance and action.</li></ul><br>
<p></p>
<p><b>
WHAT YOU CAN EXPECT</b></p>
<p>
Our Financial Service Representatives eagerly assist members and prospective members with currency transactions, opening new accounts, and consumer loan needs.</p>
<p><i>
Location, Schedule Availability &amp; Salary </i><i>Information</i></p>
<ul>
<li>804 North Henry Street, Post Falls, Idaho 83854</li>
<li>Monday through Friday 8:30 AM &ndash; 5:30 PM, rotating Saturdays 8:30 AM &ndash; 2:30 PM</li>
<li>Full-time, 40 hours per week</li>
<li>Guaranteed hourly wage, based on experience + Bonus + Incentive</li>
</ul>
<p><i>Essential Duties &amp; Responsibilities</i></p>
<ul>
<li>Cultivate and effectively manage long-term, trusting relationships.</li>
<li>Complete teller transactions.</li>
<li>Open new accounts.</li>
<li>Process consumer loan applications.</li>
<li>Pair corresponding credit union products and services with members&rsquo; financial needs.</li>
<li>Provide consistent member follow-up.</li>
<li>Comply with all regulations as required by law.</li>
<li>Actively participate in continuing education related to credit union career development.</li>
</ul>
<p><i>Experience, Education &amp; Certification</i></p>
<ul>
<li>High School Diploma</li>
<li>Prior retail or consumer lending experience is preferred.</li></ul></div>

Financial Service Representative

Northrop Grumman Federal Credit Union

<div><div><div><div><div><div><div><div><div>Are you ready to launch your career? What better way for your career to take flight than at one of the most financially solid credit unions in the nation. As a not-for-profit financial institution, we do what we do for all the right reasons. We are owned by our members, and therefore our primary focus is helping our members fulfill their financial dreams&mdash;and it all starts with our employees.<p>
Our workforce reflects a team of diverse and creative individuals that are dedicated to working together, demonstrating a culture of inclusion and camaraderie to each other, and then giving our best to those that we serve. Come Join Our Team!</p><p><b>
Summary of Primary Functions</b></p><p>
Under supervision will be responsible for the promotion of credit union products and services to members either on the telephone or in person. Provides counsel to new and existing members in regards to the various credit union services with an emphasis on all current promotions. Performs assigned member transactions as required. Depending on location and branch volume, may be required to support other departments as needed up to 75% of the time, including but not limited to inbound and outbound member service phone calls.</p><p><b>
Requirements</b></p><p>
High school graduate or equivalent. This position requires qualified candidates to have a minimum of 2 years of previous member service experience, preferably with a CU/bank, and the ability to resolve routine member inquiries. The MSR I/II will be responsible for performing assigned tasks associated with the processing of member transactions as required. These transactions include, but are not limited to, receiving and disbursing funds in accordance with all credit union policies and procedures, processing mail transactions, and processing authorized account changes. A successful candidate will also have experience in processing lending transactions and new account openings.</p><p>
Successful candidates will have a successful record of accomplishment of working within established guidelines, managing multiple tasks, and consistently attending to defined priorities within each business day.</p><p>
Compensation and Job Title is commensurate with experience and may fall under the following pay ranges:</p><p>
MSR I - $23.07/hr to $25.00/hr</p><p>
MSR II - $25.87/hr to $27.00/hr</p><p>
Please note that the salary information is a general guideline only. Northrop Grumman Federal Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.</p><p><b>
We perform thorough background checks including verification of previous employment, education, credit checks and pre-employment drug screening. Any discrepancies in reported dates, titles, or degree information may result in an employment offer to be withdrawn.</b></p><p>
NGFCU is an Equal Opportunity Employer</p><p><b>
Management reserves the right to change this position summary at any time according to business needs.</b></p></div></div></div></div></div></div></div></div><br>
Monday through Friday 8:00 am to 4:00 pm</div>

Member Service Representative I or II ( On-site)

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