Personal Relationship Banker

POSITION SUMMARY

The Member Specialist is responsible for providing transactional and informational services to credit union members while achieving sales goals.

POSITION RESPONSIBILITIES

General Responsibilities

• Provide exceptional member service.
• Actively look for referral opportunities.
• Complete member deposit, withdrawal, payment, cash checking, and cash advance requests.
• Assisting members and potential members with opening and servicing products and services.
• Always maintain member confidentiality by verifying all necessary signatures, endorsements, and proper photo identification.
• Maintain appropriate cash drawer/recycling supply.
• Verify and balance currency, coin, and checks in cash drawer at end of shift.
• Process daily mail, night depository, and ATM.
• Order and re-order checks and check cards for members.
• Enroll/modify payroll allocations and ACH per member request.
• Comply with all aspects of BSA/AML and OFAC regulations as related to position.
• Yearly completion of all on-line compliance training as defined by Management.
• Attend required sales, services, and department training classes to enhance skill level.
• Demonstrate the Credit Union's philosophy in all interactions and adhere to Patch Values with members, prospective members, and team members.
• Foster and maintain an atmosphere of solutions, innovation, and continuous improvement.
• Additional duties as assigned.

EDUCATION AND EXPERIENCE

• Must be bondable.
• High school diploma or equivalency required.
• Three (3) to six (6) months related experience. Prior sales experience helpful, preferable in a financial capacity.
• Saturday hours are required on a rotating basis.

KEY COMPETENCIES

• Able to read and interpret policy and procedures.
• Friendly, enthusiastic, and team oriented.
• Learn and know current Member Service operating system.
• Learn and know product offerings, stay abreast of new products and services.
• Use effective written and verbal skills.
• Ability and willingness to look for opportunities to refer additional products and services to our existing members.
• Ability to enter data and update member financial records accurately and efficiently via computer terminal.
• Know basic computer skills, including use of standard keyboard, mouse, and common software packages.
• Accurate math skills, ability to calculate figures and amounts such as cash denominations.
• Ability to use or able to learn to use basic 10-key calculator.
• Comply with all Federal and Credit Union regulations as related to position.
• Prompt attendance during all scheduled shifts and required meetings.
• Work at fast pace, accurate and attentive when handling details.
• Demonstrated or potential ability to work independently, handle multiple priorities, and exercise good judgment.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

• Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
• Physical Requirements: Ability to sit or stand at a desk the majority of the workday; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch. The employee may occasionally lift and move up to 30 pounds.

WHAT DO WE OFFER?

BENEFITS

• Medical, dental and vision insurances
• Supplemental insurances
• Pre-tax and Roth 401(k) Safe Harbor options
• Flexible spending accounts
• Health Savings Account (HSA)
• Paid time off (PTO)
• Paid holidays, including birthday
• Bereavement and pet leave
• Basic Life/AD&D, short-term and long-term disability coverage at no cost
• Voluntary Life/AD&D
• Employee Assistance Program

The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.