PRIMARY OBJECTIVE OF POSITION
Responsible for establishing new and increasing existing member account relationships through sales and referrals. Serves as an initial sales and service contact for new and existing members.
ESSENTIAL JOB FUNCTIONS
SALES
SERVICE
BRANCH SUPPORT
COMPLIANCE & REGULATIONS
All other duties as assigned.
RELATIONSHIPS AND CONTACTS
Reports To: Roaming Branch Manager
Contacts: Frequent contact with members and other departments face to face and by telephone.
EDUCATION
Requires a High School Diploma or GED
EXPERIENCE
Two (2) years of experience in assessing and meeting customer/member needs through customer service and cross-selling/upselling products and services, with at least 1 of those years in lending origination is required. Banking or Credit Union experience preferred.
PHYSICAL
Position involves wrist/hand manipulation; restriction to work station for extended periods of time. May be required to stand for extended periods of time. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents. Communication abilities required by this job incudes clarity in speech and hearing for effective staff/member interaction. Must be able to drive a vehicle and have a valid drivers license in order to travel to other locations as scheduled or needed.
MENTAL
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must have a strong ability to read and carry out various written instructions and follow oral instructions. Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence. The ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
EQUIPMENT SKILLS
Personal computer with windows environment, scanner, teller cash machine, cash advance machine, calculator, copy machine, Debit card imprinter.
The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as detailed description of all work requirements that may be inherent in the job.
Click the checkbox next to the jobs that you are interested in.
Click the checkbox next to the jobs that you are interested in.
Customer Acquisition Skill
Prospecting Skill
Navy Army Federal Credit Union, Corpus Christi, TX
RALLY CREDIT UNION, Beeville, TX