New Accounts Specialist - Oxford

AmFirst; Oxford (AL); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

AmFirst in Oxford, AL is seeking a dedicated member service specialist to assist members with financial needs, open accounts, and handle teller functions. You will resolve issues, explain products, and provide information about services.

The role requires attention to detail, ability to move between transactions, and strong communication to serve members. Previous banking experience is preferred; notary services may be required.

Qualifikationen

• Open and close deposit accounts and perform teller transactions.
• Promote and cross-sell credit union products to members.
• Provide notary services to members.

Aufgaben

• Assist members and non-members with general financial transactions and inquiries.
• Post transactions and maintain records per credit union policies.
• Liaise between members and various departments.
• Represent the credit union in business partner visits and civic functions.
• Cross-train on consumer lending and mortgages.
• Provide notary services to members.
• Perform other duties as assigned.

Kenntnisse

Teller transactions

Cross-selling

Ausbildung

High school diploma or GED

Jobbeschreibung

Role: Assists members and potential members with their financial needs, opens new accounts, processes account transactions, resolves problems, and provides assistance and information regarding products and services.

Essential Functions & Responsibilities

• Assists members and non-members with general financial transactions and inquiries including but not limited to opening and closing deposit accounts, debit cards, online/mobile banking, adding/removing joints/PODs, safety deposit boxes, etc. Resolves problems that are within their authority in a timely manner. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Posts transactions and maintains records in accordance with credit union policies and guidelines.
• Promotes, explains, and cross sells credit union products and services anticipating the needs of our members and advising them appropriately.
• Maintains a teller drawer and performs teller functions as needed.
• Acts as liaison between members and various departments.
• May represents the credit union in business partner visits and various civic functions in order to develop additional business.
• Expected to cross train on consumer lending and mortgages.
• Provides notary services to members.
• Performs other job related duties as assigned.

Performance Measurements

• Provide informed, prompt, accurate service and support to all members and employees.
• Open all accounts, certificates and other credit union products or services accurately, ensuring all related forms and documents are completed and filed/scanned in a timely manner.
• Actively cross-sell products and services to members to achieve or exceed all established goals and assist in meeting branch goals.
• Ensure compliance with all applicable credit union policies and procedures.
• Represents the credit union in a professional and courteous manner.

Knowledge and Skills

Experience: 1+ year experience working in a financial institution.

Must be proficient with teller transactions.

Experience with opening and closing deposit accounts is preferred.

Education

A high school education or GED.

Interpersonal Skills

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills

Must be able to utilize various electronic systems to obtain and enter information. Must demonstrate excellent communication skills. Must demonstrate good judgment in order to resolve member issues and to offer other services. Must be capable of changing job function as member traffic dictates to meet member needs.

Physical Requirements

Must be able to move around the branch and must be able to sit and stand for an extended period of time. Light lifting is required.

Team Player

Works well as a member of a group

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Dedicated

Devoted to a task or purpose with loyalty or integrity

Motivations

Self-Starter

Inspired to perform without outside help

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.