Corpus Christi, Texas, United States · On-site
Job DetailsJob Location: Weber Branch - Corpus Christi, TX 78411POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, loan servicing, and answers member q…
Skills: Account Maintenance, Loan Servicing, Cross Selling, Customer Service, Financial Product Knowledge
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Responsible for performing a variety of financial services including opening and closing accounts, loan servicing, and resolving member inquiries. The role focuses on maintaining professional member relations and cross-selling credit union products and services.
Requires a high school diploma or equivalent and preference for six months to one year of financial institution experience. Candidates must possess strong communication skills and proficiency in Microsoft Office applications.
Job DetailsJob Location: Weber Branch - Corpus Christi, TX 78411POSITION PURPOSE
Responsible for performing a broad variety of financial services such as opening and closing accounts, loan servicing, and answers member questions regarding credit union services. Performs a variety of account maintenance, cross sells services and assists members with any and all questions or problems that arise. Attends to telephone inquiries and transactions for members.
a. Presents and explains credit union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Rents safety deposit boxes. Orders checks for member accounts. Completes payroll deductions and authorization forms.
b. Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member bookkeeping and checking account problems. Takes stop payment orders.
c. Renews and updates certificate of deposit accounts.
d. Receives and directs members and telephone calls. Responds to inquiries and questions, or directs them as necessary. Records and relays messages.
e. Places stop payments per requests and obtains necessary authorizations.
f. Performs file maintenance and account changes as needed.
g. Maintains IRA accounts and answers questions regarding IRAs.
h. Handles all maintenance requirements for debit card orders and ensures security in all phases of processing.
i. Interviews and assists members with loan requests. Pulls credit report. Ensures accurate processing of loans by making sure that each one is properly documented for review to loan officer per prescribed procedures.
Close loan requests by properly disclosing documents with members according to credit union policy and procedures and obtaining necessary signatures per agreement.
Quotes payoff balances and NADA vehicle values.
Assists with MasterCard applications as needed.
Performs research as needed on accounts.
a. Resolves member requests and questions promptly, courteously, and professionally.
b. Keeps members informed of credit union services and policies.
c. Maintains and projects the credit unions professional reputation.
d. Counsels members regarding money management and financial matters.
d. Maintains confidentiality.
a. Assists area personnel as required.
b. Keeps supervisor informed of area activities and significant problems.
c. Completes required reports and records accurately and promptly.
d. Attends meetings as required.
a. Actively and professionally cross sells credit union services.
b. Performs related clerical duties as needed.
c. Ensures work area is clean, secure, and well maintained.
___QualificationsQUALIFICATIONS
Education/Certification: High school graduate or equivalent.
Required Knowledge: Computer Network and other Microsoft Office applications.
Good understanding of financial services and products preferred.
Experience Required: Six-months to one year financial institution experience preferred
Sales and member service skills.
Previous experience with a full-service financial institution helpful.
Skills/Abilities: Excellent communication and public relations skills.
Professional appearance and attitude.
Ability to operate related computer applications and business equipment including adding machine, copy machine and telephone.
Math and good typing skills.
Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
Average Hearing: Able to hear average or normal conversations and receive ordinary information.
Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.
Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)
None: No hazardous or significantly unpleasant conditions (such as in a typical office).
Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
Mathematics Ability: Ability to perform basic math skills, add and subtract.
Language Ability: Ability to communicate using normal word order with present and past tenses and good vocabulary.
Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
Learn. Grow. Succeed.
Our mission is to change lives by helping people navigate their financial journey.
Offices: 6810 Saratoga Blvd, Corpus Christi, Texas 78414, US · 4060 Weber Rd, Corpus Christi, Texas 78411, US · 1909 Trojan Dr, Corpus Christi, Texas 78416, US · 1601 5th St, Corpus Christi, Texas 78404, US · 14001 Northwest Blvd, Corpus Christi, Texas 78410, US
Learn. Grow. Succeed.
Our mission is to change lives by helping people navigate their financial journey.
Offices: 6810 Saratoga Blvd, Corpus Christi, Texas 78414, US · 4060 Weber Rd, Corpus Christi, Texas 78411, US · 1909 Trojan Dr, Corpus Christi, Texas 78416, US · 1601 5th St, Corpus Christi, Texas 78404, US · 14001 Northwest Blvd, Corpus Christi, Texas 78410, US
