member services associate

YMCA

<div>Overview:
<div>
Under the general direction of the Membership Director and consistent with the Christian mission and the policies and procedures set forth by the YMCA of Catawba Valley, the<b> Member Services Associate</b> is responsible for all aspects of assisting members at the front desk. These duties include, but are not limited to, assisting with membership and program enrollment, answering questions regarding activities, answering and directing telephone calls, leaving the facility to run daily errands, providing administrative support to the Membership Director, serving as a communication link between shifts regarding copies that need to be made, and performing other office duties. Must work as part of the entire YMCA team to ensure that its mission is fulfilled.</div>
Responsibilities:
<div>
The Member Services Associate will be responsible for:</div><ul><li>
Providing primary attention to member needs</li><li>
Accepting payments for program, memberships, etc.</li><li>
Being responsible for cash drawer</li><li>
Monitoring member traffic to ensure proper usage of membership cards</li><li>
Answering the telephone and directing calls as required</li><li>
Keeping the displays clean and stocked, bulletin boards neat, etc.</li><li>
Keeping the workspace around the computers and coffee area clean and dusted</li><li>
Providing administrative assistance to the Membership Director
</li><li>Performing any other miscellaneous duties as assigned by the supervisor</li><li>
Must have a positive attitude and enthusiastic performance of duties</li><li>
Smile</li><li>
Engagement with members is a priority</li><li>
Paying attention to details and following through to ensure member satisfaction</li><li>
Having complete understanding of YMCA programs and services and the ability to explain these accurately to members and potential members</li><li>
Any other duties assigned by the Membership Director or Executive Director</li><li>
All YMCA staff are responsible for creating a safe, inclusive environment. This includes following all YMCA policies and procedures related to abuse prevention, reporting concerns or incidents immediately, and maintaining appropriate boundaries with youth and members</li></ul>
Qualifications:
<ul><li>High school graduate (preferable) with previous general office experience.</li><li>
Good oral and written communication skills.</li><li>
Familiarity with the use of office equipment.</li><li>
Need to pass the quiz for Daxko (membership software) training.</li><li>
Ability to work independently as well as part of the team to complete assignments.</li><li>
Strong organizational, math, and problem solving skills.</li></ul>
Benefits:
<ul><li>Employee Assistance Program</li><li>
Retirement Contribution</li></ul><div><b>
OUR YMCA CULTURE:</b></div><div>
Our mission and core values are brought to life by our culture. In the Y, we strive to live our cause of strengthening communities with purpose and intentionality every day. <b>We are welcoming:</b> we are open to all. We are a place where you can belong and become. <b>We are genuine: </b>we value you and embrace your individuality. <b>We are hopeful:</b> we believe in you and your potential to become a catalyst in the world.<b> We are nurturing: </b>we support you in your journey to develop your full potential. <b>We are determined:</b> above all else, we are on a relentless quest to make our community stronger beginning with you.</div>
Posted Salary Range: USD $11.00 - USD $15.00 /Hr.</div>

Member Service Associate - Hickory

Planet Fitness

<div>
 <strong>
  Who We Are
  <br/>
  <br/>
 </strong>
 At Planet Fitness, our mission has always been to enhance people&rsquo;s lives by providing a high-quality fitness experience in a welcoming, judgement free environment. We are proud to be one of the largest and fastest-growing franchisors and operators of fitness centers in the United States with over 2,000 clubs and growing!
 <br/>
 <br/>
 Joining the PF family means being part of a company that is based on an established culture and strong set of values. It is being a part of a supportive, engaging team that cares about bettering the health and wellbeing of the community in an environment where everyone feels like they belong. It is having fun at work while creating member experiences that consistently exceed their expectations. It means being part of a brand that you can be proud of!
 <br/>
 <br/>
 <strong>
  Who You Are
  <br/>
  <br/>
 </strong>
 All of our Team Members at Planet Fitness share one thing in common - a passion for our amazing brand and a desire to make our members feel welcome in our Judgement Free Zone&reg;
 <br/>
 <br/>
 Characteristics that will make you a perfect match for our Front Desk Associate
 <br/>
 <br/>
 <strong>
  You
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Exhibit a positive and upbeat attitude.
  </li>
  <li>
   Have a passion for delivering a consistent and exceptional experience to our members, guests, and fellow PF team members.
  </li>
  <li>
   Pride yourself on your work while being punctual, reliable, and dependable.
  </li>
  <li>
   Handle all interactions with diplomacy and exhibit a genuine motivation for helping others.
  </li>
  <li>
   Act with integrity and show respect to everyone around you.
  </li>
  <li>
   Exhibit strong communication skills and have an ability to listen and empathize.
  </li>
  <li>
   Inspire and motivate others to achieve their goals.
  </li>
  <li>
   Are a quick study with the ability to apply what you have learned during online and hands-on training.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About the Front Desk Associate Role
  <br/>
  <br/>
 </strong>
 As a Front Desk Associate, you will be responsible for providing a superior level of customer service to Planet Fitness members, prospective members and guests while ensuring an exceptional &ldquo;Judgement Free&rdquo; member experience!
 <br/>
 <br/>
 Daily responsibilities for the Front Desk Associate also include
 <br/>
 <br/>
 <ul>
  <li>
   Greet members/guests as they enter and exit the club; assisting them with any questions or concerns as they check in.
  </li>
  <li>
   Help to promote our Judgement Free Zone&reg; by connecting with members on the club floor, offering assistance and showing support in their fitness journeys while upholding club policies.
  </li>
  <li>
   Resolve member concerns and escalate to a Manager as needed.
  </li>
  <li>
   Answer phones in a friendly manner and assist callers with their inquiries.
  </li>
  <li>
   Perform membership related functions such as sign-ups, contact/billing information updates, cancellations, collecting unpaid balances and transferring memberships.
  </li>
  <li>
   Perform prospective member calls and tours; assessing their membership needs.
  </li>
  <li>
   Execute retail transactions with accuracy and drive sales goals.
  </li>
  <li>
   Resolve member concerns and escalate to a Manager as needed.
  </li>
  <li>
   Regular, consistent cleaning and sanitizing of all exercise equipment and Black Card spa amenities. This includes communal spaces as well as your assigned area.
  </li>
  <li>
   Ensuring restrooms are clean and sanitized, stocked and clutter free by following the routine cleaning schedule.
  </li>
  <li>
   Frequently perform a comprehensive walk of all club areas; quickly fix any safety/policy issues and address cleanliness concerns.
  </li>
  <li>
   Promptly address maintenance and facility concerns such as broken and/or missing equipment (i.e., Dispensers, leaky faucets, fixtures etc.)
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Your Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   6-12 months of experience in a customer service environment is preferred
  </li>
  <li>
   Must be 18 years of age or older
  </li>
  <li>
   Willing to become CPR/AED Certified (Training provided by Planet Fitness)
  </li>
  <li>
   Basic computer proficiency
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Physical Demands of the Front Desk Associate
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Continual standing and moving throughout the club to accomplish tasks during shift.
  </li>
  <li>
   Continual communicating in person or on the phone to exchange information during shift.
  </li>
  <li>
   Must be able to lift up to 75 pounds.
  </li>
  <li>
   Will encounter toxic chemicals during shift.
  </li>
  <li>
   Frequent cleaning and sanitizing of equipment and facilities.
  </li>
  <li>
   Moving self in different positions, including bending and twisting, to accomplish tasks.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  More reasons to join Planet Fitness!
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Medical, Dental, and Vision Insurance*
  </li>
  <li>
   Vacation*/Sick Time/Holiday Pay
  </li>
  <li>
   Free Black Card Membership
  </li>
  <li>
   401(k) Retirement Savings Plan
  </li>
  <li>
   Term Life Insurance*
  </li>
  <li>
   Healthcare and Dependent Care Flexible Spending Accounts*
  </li>
  <li>
   Tuition Reimbursement
  </li>
  <li>
   Employee perks and discounts
  </li>
  <li>
   Engaging team-building competitions and social events
  </li>
  <li>
   Please note that certain benefits listed above are for full-time employees only
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 E-Verify is used in the following states Florida, Georgia, North Carolina, South Carolina and Alabama
 <br/>
 <br/>
 <strong>
  Health and Safety Requirements
 </strong>
 Every team member is responsible for contributing to a safe and healthy workplace. Team members are expected to be active participants in health and safety by following all applicable policies and protocols, reporting unsafe conditions or at-risk behaviors to leadership, and conducting work in a safe manner.
</div>


Front Desk Associate

<div>Overview:
<div><b>Who We Are:</b></div><div><br>
</div><div>
At Planet Fitness, our mission has always been to enhance people&rsquo;s lives by providing a high-quality fitness experience in a welcoming, judgement free environment. We are proud to be one of the largest and fastest-growing franchisors and operators of fitness centers in the United States with over 2,000 clubs and growing!<br>
</div><div>
Joining the PF family means being part of a company that is based on an established culture and strong set of values. It is being a part of a supportive, engaging team that cares about bettering the health and wellbeing of the community in an environment where everyone feels like they belong. It is having fun at work while creating member experiences that consistently exceed their expectations. It means being part of a brand that you can be proud of!<br>
</div><div><b>
Who You Are:</b></div><div><br>
</div><div>
All of our Team Members at Planet Fitness share one thing in common &ndash; a passion for our amazing brand and a desire to make our members feel welcome in our Judgement Free Zone&reg;<br>
</div><div>
Characteristics that will make you a perfect match for our Front Desk Associate:<br>
</div><div><b>
You:</b></div><ul><li>
Exhibit a positive and upbeat attitude.</li><li>
Have a passion for delivering a consistent and exceptional experience to our members, guests, and fellow PF team members.</li><li>
Pride yourself on your work while being punctual, reliable, and dependable.</li><li>
Handle all interactions with diplomacy and exhibit a genuine motivation for helping others.</li><li>
Act with integrity and show respect to everyone around you.</li><li>
Exhibit strong communication skills and have an ability to listen and empathize.</li><li>
Inspire and motivate others to achieve their goals.</li><li>
Are a quick study with the ability to apply what you have learned during online and hands-on training.</li></ul>
Responsibilities:
<div><b>About the Front Desk Associate Role:</b></div><div><br>
</div><div>
As a Front Desk Associate, you will be responsible for providing a superior level of customer service to Planet Fitness members, prospective members and guests while ensuring an exceptional &ldquo;Judgement Free&rdquo; member experience!<br>
</div><div>
Daily responsibilities for the Front Desk Associate also include:</div><ul><li>
Greet members/guests as they enter and exit the club; assisting them with any questions or concerns as they check in.</li><li>
Help to promote our Judgement Free Zone&reg; by connecting with members on the club floor, offering assistance and showing support in their fitness journeys while upholding club policies.</li><li>
Resolve member concerns and escalate to a Manager as needed.</li><li>
Answer phones in a friendly manner and assist callers with their inquiries.</li><li>
Perform membership related functions such as sign-ups, contact/billing information updates, cancellations, collecting unpaid balances and transferring memberships.</li><li>
Perform prospective member calls and tours; assessing their membership needs.</li><li>
Execute retail transactions with accuracy and drive sales goals.</li><li>
Resolve member concerns and escalate to a Manager as needed.</li><li>
Regular, consistent cleaning and sanitizing of all exercise equipment and Black Card spa amenities. This includes communal spaces as well as your assigned area.</li><li>
Ensuring restrooms are clean and sanitized, stocked and clutter free by following the routine cleaning schedule.</li><li>
Frequently perform a comprehensive walk of all club areas; quickly fix any safety/policy issues and address cleanliness concerns.</li><li>
Promptly address maintenance and facility concerns such as broken and/or missing equipment (i.e., Dispensers, leaky faucets, fixtures etc.)</li></ul>
Qualifications:
<div><b>About Your Qualifications:</b></div><ul><li>
6-12 months of experience in a customer service environment is preferred</li><li>
Must be 18 years of age or older</li><li>
Willing to become CPR/AED Certified (Training provided by Planet Fitness)</li><li>
Basic computer proficiency</li></ul><div><b>
Physical Demands of the Front Desk Associate:</b></div><ul><li>
Continual standing and moving throughout the club to accomplish tasks during shift.</li><li>
Continual communicating in person or on the phone to exchange information during shift.</li><li>
Must be able to lift up to 75 pounds.</li><li>
Will encounter toxic chemicals during shift.</li><li>
Frequent cleaning and sanitizing of equipment and facilities.</li><li>
Moving self in different positions, including bending and twisting, to accomplish tasks.</li></ul><div><b>
More reasons to join Planet Fitness!</b></div><ul><li>
Medical, Dental, and Vision Insurance*</li><li>
Vacation*/Sick Time/Holiday Pay</li><li>
Free Black Card Membership</li><li>
401(k) Retirement Savings Plan</li><li>
Term Life Insurance*</li><li>
Healthcare and Dependent Care Flexible Spending Accounts*</li><li>
Tuition Reimbursement</li><li>
Employee perks and discounts</li><li>
Engaging team-building competitions and social events</li><li><i>Please note that certain benefits listed above are for full-time employees only</i></li></ul><div></div><div><br>
E-Verify is used in the following states: Florida, Georgia, North Carolina, South Carolina and Alabama</div><div></div><div><b><br>
Health and Safety Requirements:</b><b> </b>Every team member is responsible for contributing to a safe and healthy workplace. Team members are expected to be active participants in health and safety by following all applicable policies and protocols, reporting unsafe conditions or at-risk behaviors to leadership, and conducting work in a safe manner.</div></div>

ICCU

<div><p>To provide service to members for financial transactions. Promotes and cross sells Credit Union services. Ensures member satisfaction through courteous, accurate, and efficient service.</p><br>
<p></p>
<p><b>
Duties and Responsibilities:</b></p>
<ul>
<li>Maintains a strong focus on helping each member achieve financial success.</li>
<li>Ensure member experiences are always at or above our Eagle Service Standards.</li>
<li>Behaves consistently with ICCU&rsquo;s Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times.</li>
<li>Be a positive influence on creating an upbeat and energetic team Culture.</li>
<li>Performs a wide range of member generated transactions through a variety of channels and systems.</li>
<li>Provides general information to members about Credit Union Services.</li>
<li>Recognizes and develops opportunities to refer products and services to members and maintain acceptable levels of Game of Work Sales goals.</li>
<li>Utilize resources to resolve member concerns on the first contact.</li>
<li>Knowledge of and ability to balance vault, ATM, cash recycler, coin machine, Money Orders, Cashier&rsquo;s Checks, VISA cash advances, gift cards, debit and credit card stock, daily deposit, and teller cash drawer.</li>
<li>Process member wire transfers.</li>
<li>Business account and merchant transaction processing.</li>
<li>Branch cash and coin ordering and selling.</li>
<li>Process member check orders.</li>
<li>Create member and business member debit cards.</li>
<li>Branch office supply ordering.</li>
<li>Continuous focus on meeting all Net Promoter Score goals and Eagle Service Standards.</li>
<li>Keep your manager informed of member needs or desires regarding products, services, suggestions, and/or escalations.</li>
<li>Open and provide member access to safe deposit boxes according to procedure in applicable offices.</li>
<li>Miscellaneous other duties, as assigned.</li></ul><br>
<p></p>
<p><b>
Qualifications:</b></p>
<p>
A High School diploma or GED is required. Knowledge of Financial Institution federal regulations. Ability in math, 10 key calculator, and accurate cash handling. Excellent communication and people skills. Ability to always maintain the confidentiality of Credit Union and member records. Good knowledge of all Credit Union services. Ability to stand while working.</p><br>
<p></p>
<p><b>
Performance Standard:</b></p>
<p>
Ability to accurately process transactions, balance cash daily with minimal over/short situations. Good interpersonal relations and a cooperative and positive attitude towards members and staff. Ability to determine member needs and cross sell Credit Union services. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.</p><br>
<p></p>
<p><b>
Physical Requirements:</b></p>
<ul>
<li>Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.).</li>
<li>Stand for extended periods of time.</li>
<li>Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc.</li>
<li>Repetitive motion using wrists, hands, and fingers.</li>
<li>Reach keyboards.</li>
<li>Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).</li></ul><br>
<p></p>
<p>
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.</p>
<p>
Must be eligible for membership at ICCU to obtain employment.</p>
<p>
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.</p></div><p></p>

Member Service Specialist- Moscow

<div><p>Do you enjoy guiding people to the help they need? Do you love learning how to solve new puzzles? Are you someone who regularly keeps a positive attitude and a smile on your face?</p>
<p>
If so, you could be the perfect candidate for our Member Service Specialist role at ICCU!</p>
<p>
ICCU&rsquo;s mission is to help our members achieve financial success. As a Member Service Specialist (MSS), you will be the first face our members see and seek help from when they walk through the doors at one of our branches.</p><br>
<p></p>
<p><b>
At work, your Primary Responsibilities will include:</b></p>
<ul>
<li>Ensuring member satisfaction through courteous, accurate, and efficient service.</li>
<li>Providing general information to members about our Credit Union Services.</li>
<li>Referring members to products and services that will assist them in achieving financial success.</li>
<li>Learning a variety of channels and systems to perform member transactions.</li>
<li>Utilizing resources to resolve member concerns on the first contact.</li>
<li>Informing your manager of member needs regarding our products and services.</li>
<li>Demonstrating our core values of Honesty and Integrity, Respect and Dignity, Growth and Performance, and Improvement and Accountability in your behavior at work.</li></ul><br>
<p></p>
<p><b>
Before you apply, make sure you have:</b></p>
<ul>
<li>A High School Diploma or GED.</li>
<li>Good communication and interpersonal skills.</li>
<li>The ability to use a calculator and handle cash efficiently and accurately.</li>
<li>The ability to learn a variety of channels and systems.</li>
<li>The ability to maintain confidentiality of Credit Union records.</li></ul><br>
<p></p>
<p><b>
Also, please let us know in your application if you have:</b></p>
<ul>
<li>Knowledge of the Financial Industry.</li>
<li>Prior Experience in a Customer Service role.</li></ul><br>
<p></p>
<p>
This role will also require some physical abilities including the ability to stand for extended periods of time, lift 20-40 pounds of office supplies, reach keyboards, and operate basic office machines.</p>
<p>
You must be eligible for membership at ICCU to obtain employment.</p><br>
<p></p>
<p><b>
This role offers benefits, including:</b></p>
<ul>
<li>Competitive Pay</li>
<li>Medical, Dental, &amp; Vision Insurance</li>
<li>Generous Paid Time Off</li>
<li>Paid Holidays</li>
<li>Matching 401K AND Pension</li>
<li>Tuition Reimbursement</li>
<li>Employee Assistance Program</li>
<li>Employee Wellness Program</li>
<li>Paid Group Life and Disability Insurance</li>
<li>Awesome Culture</li>
<li>Business Discounts</li>
<li>And More</li></ul><br>
<p></p>
<p><b>
About ICCU:</b></p>
<p>
Since 1940, our mission has been to help members achieve financial success; and we have fun doing it! The culture is one where we care about each other. We are a work family, and you can feel it when you&rsquo;re a part of it. ICCU was named a Best Place to Work in Idaho. Plus, we are a top financially performing credit union in the nation. ICCU was voted for large companies the Best Place to work in Idaho. We have also been named by S&amp;P Global Market Intelligence as the top performing credit union in the nation. We are a talent-based organization looking for talented individuals to help our members achieve financial success.</p>
<p>
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.</p>
<p>
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.</p></div><p></p>

Member Service Specialist-Tucson East

Sierra Central Credit Union

<div>Description:
<p>
We are seeking a reliable and customer-focused individual to join our team as a Financial Services Associate I-IV. In this role, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to customers.</p><p>
Summary:</p><p>
Provide accurate, prompt and professional member service while promoting credit union services. Actively participate in the branch efforts to meet or exceed assigned production goals.</p><p>
Responsibilities:</p><ul><li>Greeting customers and assisting them with their banking needs</li><li>Processing deposits, withdrawals, and other transactions accurately and efficiently</li><li>Balancing cash drawers and reconciling discrepancies</li><li>Cross-selling bank products and services to customers</li><li>Inputting new account/loan applicant requests</li><li>Assisting customers with account inquiries and problem resolution in a professional manner</li><li>Adhering to bank procedures and security protocols to ensure the safety of customer transactions</li><li>Willing to travel and work at other branches as business needs dictate, sometimes on short notice.</li></ul>
Requirements:
<p>
Qualifications:</p><ul><li>High school diploma or equivalent</li><li>Previous customer service experience preferred</li><li>Comfortable doing sales and cold-calling</li><li>Strong communication and interpersonal skills</li><li>Ability to work efficiently in a fast-paced environment</li><li>Attention to detail and accuracy in handling transactions</li><li>Knowledge of banking products and services is a plus</li><li>Must pass background check</li></ul><p>
Compensation Range</p><p>
The company anticipates offering an annual salary between $20.09 and $28.16 for this position at the time of hire. This range includes base salary (or hourly wages) and does not include possible overtime for non-exempt employees or any applicable performance-based incentives or commissions.</p><p>
Financial Service Associate I - $20.09 - $20.59 - No banking to less than 3 years of banking/financial institution experience. Cash handling and customer service preferred.</p><p>
Financial Service Associate II - $21.00 - $22.57 - Three years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one year experience as Financial Service Associate preferred.</p><p>
Financial Service Associate III - $23.60 - $25.46 - Four years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.</p><p>
Financial Service Associate IV - $25.00 - $28.16 - Four plus years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.</p><p>
Annual Merit Increase</p><p>
Employees are eligible for a discretionary yearly merit-based salary adjustment, based on individual performance and company results.</p><p>
Comprehensive Benefits Package:</p><p>
We provide a robust benefits package designed to support your health, financial security, and work-life balance including:</p><ul><li>
Medical, Dental &amp; Vision Insurance options</li><li>
Voluntary Lines including hospital indemnity, accident, and critical illness policies</li><li>
Company Paid HRA (with enrollment in certain health plans)</li><li>
Company Paid Basic Term Life Insurance
<ul><li>Coverage at 2&times; annual base salary, up to a maximum of $500,000 for full-time employees</li>
<li>$25,000 for part-time employees</li>
</ul></li><li>Company Paid Long-Term Disability Insurance for Full-Time Employees</li><li>
Company Paid Telehealth Services Membership (Teladoc)</li><li>
Company Paid Employee Assistance Program (EAP)</li><li>
401(k) Retirement Plan
<ul><li>Employer-funded safe harbor contribution of 3% of employee's eligible earnings</li>
<li>Discretionary employer match on employee contributions</li>
</ul></li><li>Flexible Spending Accounts
<ul><li>HSA</li>
<li>Medical FSA</li>
<li>Dependent Care FSA</li>
<li>Limited Purpose FSA</li>
</ul></li><li>Paid Time Off
<ul><li>Vacation accruals based on status and tenure within company</li>
<li>12 sick days accrued annually for full-time employees</li>
<li>1 hour for every 30 hours worked for part-time employees</li>
<li>11 paid holidays (eligible after 90 days of employment)</li>
</ul></li><li>Travel Expense Reimbursement
<ul><li>All necessary and work-related travel expenses will be reimbursed in accordance with company policy</li>
</ul></li></ul><p>If you are a motivated individual with a passion for providing excellent customer service, we encourage you to apply for this position. We offer a competitive salary, benefits package, and opportunities for career growth within our organization. We look forward to receiving your application and potentially welcoming you to our team as a Financial Services Associate I - IV. Thank you for considering this employment opportunity.</p></div>

Financial Services Associate I - IV

Adventure Credit Union

<div>Description:
<p><b>
Adventure Credit Union</b> has been providing financial services to their members for over 90 years and are continuing to grow to meet their members changing needs. As one of the <b>Best &amp; Brightest Companies To Work For In The Nation</b>, we strive to recruit and retain ambitious and talented individuals by continuous development, support, and appreciation. We currently are looking to add a full time Virtual Solutions Associate to our Adventure Team!</p><p>
The primary purpose of this position is to support our members&rsquo; virtual engagement with the credit union. The Virtual Solutions Associate will process new account and loan applications initiated online, over the phone and through text. This position will work in conjunction with our branch teams to provide an essential digital origination channel to our membership. In addition, our Virtual Solutions Associate will assist our membership with a variety of member service functions including but not limited to: fraud prevention and processing, debit cards, check orders, stop payments, statement review, account take overs as well as account number changes. Positively supports Adventure Credit Union&rsquo;s brand and promotes a service culture consistent with the credit unions&rsquo; mission, vision, core beliefs and goal of being a Trusted Financial Guide.</p><p><b>
Responsibilities include, but not limited to:</b></p><ul><li>
Work to create a flawless member experience with members of your direct team, putting the member first and foremost with everything that is done. Manage communication and member relationships professionally. Identify member needs and opportunities through conversations.</li><li>
Processes loan application requests via phone, text, online, and through video. Provides a complete and executable application to Central Lending for underwriting decision. Provides recommendations for approval, denial or counter-offer. Processes loan paperwork and closings through electronic means when possible or arranges for in-person closings with our branch teams.</li><li>
Processes requests for new accounts via phone, text, online, and through video. Effectively completes necessary training to approve and make decisions on new checking accounts and other member service products. Follows all guidelines for mitigating fraud risk through online channels.</li><li>
Reviews loan and membership applications for identity theft and inaccurate information. Follows guidelines in place for fraudulent applications.</li><li>
Monitor member interactions for account takeover and ensure potential high risk requests are reviewed and additional verifications are completed.</li><li>
Provides technical support to members and co-workers for online banking, mobile banking, bill pay, remote deposit capture, etc.</li><li>
Continuously and effectively sells and cross-sells all products and/or services, answers member inquiries and educates members. Ensures that cross-sell opportunities are maximized and sales goals are met continuously by matching member needs to product benefits.</li><li>
Educates and assists members with current rates, payment calculations, blue book values, and loan options for consumer and home equity loans. Contributes to the growth of our loan portfolio through conversations with current and potential members while assisting them on their financial journey. Assists with loan payoffs and additional lending services offered by the credit union.</li><li>
Interviews credit applicants, evaluates credit scoring and sends recommendations on loans within the lending guidelines established by the Board of Directors. Works with Central Lending to ensure a good understanding of documentation required on consumer loans, home equities, VISAs and lines of credit. Discusses loan approvals, denials, counter-offers and alternatives with members in a positive manner.</li><li>
Accurately prepares all loan documentation prior to closing, inputs on system.</li><li>
Verifies and documents all collateral offered as security.</li><li>
Answers questions/requests, interviews, processes, prepares documents, disburses and closes loans, VISAs and lines of credit. Prepares, sends and processes notifications to members.</li><li>
Individually adhere to federal laws and regulations set forth by the NCUA and other regulatory agencies including but not limited to: Bank Secrecy Act, OFAC, US Patriot Act, Reg. E, Reg. CC., etc.</li><li>
Maintains the highest level of confidentiality to ensure all member information is protected and secure.</li><li>
Follows established credit union policies and procedures.</li><li>
Perform courtesy contact to all new members, welcoming them to the credit union. Walk members through setup of online and mobile banking.</li><li>
Responsible for maintaining an effective working knowledge of all credit union products, services and regulations.</li><li>
Perform all member service duties including but not limited to: verifying identity, placing new check orders, and ordering copies of canceled checks. Opening and educating members about various accounts and certificates. Reprinting and reconciling statements, approving checking accounts, as well as approving and creating ATM/Debit Cards according to policy.</li></ul>
Requirements:
<p><b>
Requirements:</b></p><ul><li>
A High School Diploma or equivalent.</li><li>
A minimum of two (2) year experience in the financial industry.</li><li>
A minimum of one (1) year lending experience.</li><li>
Customer Service experience.</li><li>
Strong sales skills.</li><li>
Must obtain, maintain and disclose an NMLS registry ID number in accordance with the SAFE Act.</li><li>
Must obtain and maintain Notary Public including e-Notary.</li></ul></div>

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