Universal Ambassador - Bishop (10272)

Altaone Federal Credit Union; Bishop (CA); On-site; USD 24,000 - 35,000; Full time

Job summary

Altaone Federal Credit Union in Bishop, CA seeks a full-time Banking Associate to assist members with a wide range of services and guide them toward appropriate financial products.

The role emphasizes high-quality customer service, handling accounts, transfers, and education on available banking options to help members reach personal financial goals.

Qualifications

• Six months to two years of similar or related experience.
• A high school degree or GED is required.

Responsibilities

• Open various new accounts and educate members on services/products.
• Explain and expedite opening/closing/transfer/rollover of IRA certificates.
• Assist with customer services including Shared Certificates, Safe Deposit Boxes, checkbooks, credit card/loan applications, wires, and fraud resolution.
• Assist with opening CDs and explain penalties and earnings.
• Provide backup to tellers as needed.
• Set up auto transfers and ACH/wire arrangements for customers.
• Advise members on additional services or programs to meet goals.
• Comply with all bank policies, laws, and regulations.

Skills

Customer service

Financial products

Education

High school diploma or GED

Job description

Job Details: Job Location: Bishop MSC - Bishop, CA 93514, Position Type: Full Time 40 Hrs/Wk, Salary Range: $17.69 - $25.73 Hourly, Travel Percentage: Negligible, Job Category: Banking, Role

Assist members with a wide variety of services and advise as to how best utilize company products and services in order to meet personal financial goals and provide the highest quality customer service.

Major Duties and Responsibilities

• Open various new accounts, process necessary information and educate the members as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
• Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
• Assist with wide variety of customer services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist members with checkbooks, process credit card/loan applications for members, manages outgoing wires, solve fraud issues, notary, close accounts, etc.
• Assist members with opening CDs and educate members as to penalties, earnings, etc.
• Provide backup to tellers upon request.
• Set up auto transfers and sign up customers for ACH transfers and wires.
• Use every member contact as an opportunity to advise members about additional services or programs that might benefit them.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Qualifications

Six months to two years of similar or related experience, including time spent in preparatory positions.

Education/Certifications/Licenses

A high school degree or GED is required.

Interpersonal Skills

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. 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 stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.