To develop, manage and expand relationships with members and potential members who are profitable or have a high potential for profitability by providing professional and quality member service and sales that meets or exceeds member expectations. To promote and perform financial transactions and sell a full range of financial products based on members needs.
Roles & Responsibilities
Establish, retain and deepen relationships with members and potential members by providing quality member service and sales.
Professionally and efficiently offer and sell appropriate financial services and products.
Recognize and refer cross sell opportunities, including insurance and investment referrals, to meet member needs and develop and expand account relationships
Meets or exceed sales and/or referral goals.
Performs servicing and account maintenance activities such as transactions, account opening, take loan applications, process loans and respond to member inquires.
Provide a superior level of service and support to all members and staff.
Complete all sales/referral activity documentation to provide a record for performance tracking.
Educate, encourage and sell members on the use of alternative delivery channels, including ATM’s, Kiosks, bill payment, telephone and On-line Banking.
Must become a loan officer within 18 months of accepting Sr MRA position.
Must obtain a notary license within 12 months of accepting Sr MRA position.
Represent the credit union in community organizations and activities to enhance the credit unions image and promote and develop business.
Performs financial transactions when necessary that the kiosk and BNA ATM are not able to support.
Ensures that all financial transactions are performed correctly with care and competent service to each member.
Handles queries/complaints from members for resolution
Follows dual control procedures in order to maintain proper security and surveillance over work station and cash drawer. Able to execute proper security procedures during robberies, forgeries or other suspicious or dangerous situations.
May assist the Financial Center Supervisor with security tests and/or other duties as required.
Prepares daily reports such as daily recap, travelers checks and cash advance report.
Completes annual required training as defined by the Compliance Risk/Management Officer as well as outside seminars and workshops.
Responsible for Kiosk balancing.
Reports To
Reports to Financial Center Manager
Qualifications
Associates Degree in a related field or equivalent work experience.
Two year minimum of member service experience and/or sales background.
Must project a professional image.
Lending experience preferred.
Effective customer service and problem resolution skills and the ability to maintain a high level of quality of member service and sales standards is a must.
Proficient in Microsoft Word, Excel and other PC applications.
Strong sales, communication (oral and written), cross-selling and analytical skill.
Able to work on Saturdays.
This position is Full Time
Visa sponsorship is not available for this position.
AmeriCU Credit Union - 13 months ago
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