MSR / LOAN INTERVIEWER II (Shaw)

SAFE Federal Credit Union Inc.; Northern (KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

SAFE Federal Credit Union Inc. is seeking a member-focused teller to present and explain financial products and services to members at Shaw Air Force Base, SC. The role emphasizes effective communication and professional representation of the credit union’s offerings.

The position involves handling routine transactions, supporting loan processing, and aiming to meet branch goals while delivering excellent member service.

Qualifications

• Outgoing and enthusiastic (customer-facing)
• Conscientious and group oriented
• Able to communicate effectively with members

Responsibilities

• Sell/cross-sell credit union products and services to members.
• Process financial transactions: open/close accounts, deposits, withdrawals, checks, CDs, IRAs, ATM/debit cards and PINs.
• Answer member inquiries about accounts and services; resolve discrepancies.
• Perform teller duties as needed.
• Interview members for credit applications and advise on approvals/denials.
• Process loan applications, disburse loans, prepare documents, mail packets.
• Advise members on loan decisions and process loans/denials.
• Process loan deferral requests and escalate as needed.
• Help achieve credit union volume and insurance penetration goals.

Education

High School Diploma / GED

Tools

Credit union computer system

Job description

Shaw 522 Exchange Street Shaw Air Force Base, SC 29152, USA

Shaw 522 Exchange Street Shaw Air Force Base, SC 29152, USA

Responsible for presenting and explaining credit union products and services to members and assisting them to utilize these products and services. This position requires the ability to communicate effectively with prospective and current members as well as representing the credit union and its products in a positive and professional manner.

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following. Other duties may be assigned.

Sells/cross sells products and services based on member needs in order to meet assigned goals.

Processes financial transactions for members including such functions as opening and closing of accounts, issuing checks, processing deposits and withdrawals from accounts, issuing certificates, drafts and other negotiable instruments, opening and closing safe deposit boxes and IRA accounts, issuing ATM/debit cards and PIN numbers.

Responds to routine member inquiries regarding the operation of accounts, access to services, account discrepancies, and assisting members with lost/stolen/forged items.

Performs teller duties as needed.

Verifies ATM/debit card maintenance forms.

Interviews members, completes credit applications, and makes recommendations for approvals/denials consistent with policy to Loan Officers.

Processes loan application: Disbursement of loan, preparation and completion of related documents required for loan, packaging and mailing of packet.

Advises members of approval or denial and processes loans or denials.

Processes loan deferral requests, refers to appropriate approval level and advises member of decision.

Assists in reaching credit union volume and insurance penetration goals.

Other duties as assigned.

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be outgoing, enthusiastic, conscientious, group oriented, open to change and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

High school diploma or general education degree (GED); and one year related experience and/or training; or equivalent combination of education and experience. Thorough knowledge of credit union's computer system for performing basic input/output tasks.

Qualifications

Skills

Behaviors

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Motivations

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Education

Experience

Licenses & Certifications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.