Participates in staff development programs, in support of the Credit Union's commitment to continuous improvement in sales, service, quality and teamwork.
February 11, 2020
Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.
January 03, 2020
Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
December 30, 2019
Develop, recommend and implement an investment strategy suggesting specific investments and insurance products for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc.
December 29, 2019
Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently.
December 19, 2019
Performs other duties as the supervisor may, from time to time, deem necessary.
November 25, 2019
Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc.
November 13, 2019
Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.
November 03, 2019
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
September 29, 2019