Full Service Representative - Eastside Branch

Description

Discover the Westmark Difference!!

Are you looking for a career?  Do you want to be valued as an individual on a team?  Do you want to learn, grow, and make a difference in your community?  Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance. 

· 60 % of our employees have been part of the Westmark family for 5 years. 

· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.

· 85% of our managers were promoted from within the company.

· Westmark has been in business since 1954 and has recently grown to over $1.2 billion in assets, 15 branches, and over 70,000 members!

We also have some of the most impressive benefits in the industry:

· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.

· Excellent health insurance options for employees and family with shared premiums

· 401k with 75% company match and 2% profit sharing contribution

· Tuition Reimbursement and Scholarships

· Employee Assistance Program (Free counseling and legal services)

Position Summary: Under general supervision is responsible for representing Westmark in a positive, professional manner and providing assistance and guidance to our members including products and services, problem resolution, and disputes.     

Essential Functions and Performance Measurements

• Provide fast, efficient, and professional service
• Explain the features, benefits and requirements of all Westmark share products
• Explain the basic features and benefits of all Westmark loan products
• Follow correct procedures and guidelines for opening new memberships, Term Certificates, IRAs and all other share products
• Assist members with transaction requests and problem resolution
• Educate and assist members in utilizing Westmark’s technology services such as Personal Branch and Mobile Apps
• Calculate earnings on interest bearing accounts
• Thorough understanding of Debit/Credit Card processing and issuing
• Refer members to Investment Services and Real Estate Departments when appropriate
• Perform all required functions of a teller 
• Comply with Westmark policies and procedures and seek approval for exceptions
• Participate in Westmark sponsored community events
• Utilize the Full Service Tab and offer products beneficial to members
• Achieve monthly, quarterly and annual Full Service goals as assigned by Branch Manager
• Actively supports the Full Service Initiative and mentors team members for branch success
• Process and complete system generated pre-approved loans
• Is able to interact with members and co-workers professionally and with integrity
• Maintains a reliable attendance record and takes responsibility for their own actions
• Represents the Credit Union, both during and outside of work hours, in a courteous, professional manner

Requirements

Required Knowledge and Abilities

• Is goal and performance driven to succeed and obtain objectives assigned by management
• Self-starter who enjoys working with the public and is confident in making assertive presentations
• Thorough knowledge of Westmark’s products and services
• Effective oral and written communication, problem solving, and public relations skills
• Ability to use a Personal Computer, 10-key, smart phone, and internet based services

Minimum Qualifications

• High School Diploma or equivalent
• Excellent communication and problem-solving skills
• 6 months teller experience
• XA training
• Demonstrated willingness to actively contribute to the Full Service Initiative