Financial Service Representative
Mountain America Credit Union - Price, UT

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LOCATION
Price Branch
494 E. Main Street
Price, UT 84501

SCHEDULE
Full TIme (Set Schedule): Monday - Friday 9 am - 6 pm

POSITION PURPOSE
To cross-sell multiple financial products and services to new and existing members while providing courteous, professional and knowledgeable service. Have a consistent focus to increase member satisfaction and account retention by giving quality service.

ESSENTIAL DUTIES AND RESPONSIBILITIES
To be effective, an individual must be able to perform each job duty successfully. *
  • Provide quality service (AAA) to members and potential members *
  • Follow-up (222) member interactions with thank you notes and phone calls *
  • Maintain current supply of sales and promotional materials *
  • Complete annual product knowledge, Membership and Loan Training *
  • To accurately and efficiently process deposits, payments, withdrawals, cashed checks, etc. and perform miscellaneous operation duties in accordance with established policies and procedures *
  • Balance cash drawer as required *
  • Prepare and disburse loans within lending limits and credit union guidelines *
  • Represent the credit union in a professional manner, both in dress and in actions *
  • Comply with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position *
  • Perform other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience
At least one year of branch or related experience

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings *
  • MSR Training *
  • Annual FSR Certification *
  • Items to be completed generally during the first year: *
  • MAU Products & Services *
  • MAU FSR Sales Learning Plan *
  • FSR Sales Certification *
  • New Account Training *
  • IRA Training *
  • Consumer Loan Training *
  • Real Estate Training *
  • Notary Public as required *
  • Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration

Computer/Office Equipment Skills *
  • Basic computer operating skills *
  • Intermediate skills in Microsoft Office (Outlook, Word, Excel) *
  • Symitar experience *
  • Type a minimum of 35 words per minute preferred

Managerial Responsibility
Has no supervisory/managerial responsibilities

Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills and Abilities
Thorough knowledge of credit union policies, procedures and regulations. Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service. Ability to perform mathematical calculations. Ability to communicate effectively.

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Mountain America Credit Union - 21 months ago - save job - copy to clipboard
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