Financial Relationship Specialist, In-store
CommunityAmerica Credit Union - Independence, MO

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In-Store branch hours: M-F 9am-7pm, Sat 10am-4pm, and Sun 10am-2pm.

GENERAL FUNCTIONS:
Provides professional, prompt, financial service to all members and potential members in a sales and service culture. Continually educates members on credit union products and services in relation to the members’ needs. Ensures a high focus on building and enhancing member relationships through telemarketing, follow-up and financial counseling. This position will be expected to participate in in-house business development promotions.

PRINCIPLE ACCOUNTABILITIES:

  • Ensures a high focus on determining members’ needs and cross-selling appropriate services and continually building and enhancing member relationships.
  • Opens new member accounts, CD’s and IRA’s.
  • Originates and completes member consumer loan applications.
  • Closes loans that have originated outside the in-store branch.
  • Understands and applies savings and lending policies and procedures for possible sales opportunities.
  • Delivers Public Announcements (PA’s) as instructed by the Branch Manager
  • Performs financial transactions in an efficient and accurate manner by providing accurate account information using account security procedures and recognizing account flags.
  • Maintains an understanding of endorsement requirements and check acceptances of the credit union.
  • Assists with vault cash and originating and scoring member loans as needed.
  • Assures the credit union’s interest is protected and liens to be filed can be perfected prior to disbursal of loan proceeds.
  • Provides supporting documents and proper documentation in member files.
  • Assists in meeting and exceeding individual, team and credit union goals.
  • Promotes honest and open communication throughout the credit union.
  • Demonstrates behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics.
  • Works with other credit union departments to insure the workflow or process is providing the best service to the members.
  • Performs other duties as assigned.


  • KNOWLEDGE, SKILLS AND ABILITIES:

  • Knowledge of sales and service techniques.
  • Knowledge of credit union services and products.
  • Excellent member service skills.
  • Good problem resolution skills.
  • Ability to work in a fast-paced and team-oriented environment.
  • Ability to make sound lending decisions.
  • Ability to communicate effectively in writing and orally.
  • Ability to resolve interpersonal conflict and miscommunications.
  • Knowledge of spreadsheet software and ability to use word processing software.
  • Must be able to be bonded.
  • PHYSICAL ACTIVITIES:
    In this position, individual will be expected to lift up to 20 pounds from time to time. Also, must be able to stoop, bend, reach or stand for extended periods of time. Must be able to sit and use a computer for extended periods of time.

    WORKING CONDITIONS:
    This position is expected to work in general office environment and may have to travel for visits to other credit union facilities or for training purposes.

    EDUCATION/EXPERIENCE REQUIREMENTS:
    Two or more years experience in financial institution or retail sales position is desired. Prior lending experience preferred.

    CommunityAmerica Credit Union - 15 months ago - save job - block
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    About this company
    2 reviews
    CommunityAmerica is the parent organization to the financial institutions known as TWA Credit Union and Yellow Financial Credit Union. It...