Role Overview & Specifications

General

Summary

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs.

This role is eligible for a language stipend of $200/monthly after 90 days of employment

Qualifications

Minimum

Education &

Experience

Requirements

High School diploma or equivalent2 years customer service, sales and/or retail banking

experience

Minimum Knowledge And Skill

Requirements

Excellent attention to detail and sound judgementAbility to work in a fast-paced, goal-oriented environmentMust be an effective team player, cooperative, flexible and dependableAbility to communicate clearly and effectivelyKnowledge of credit union products and servicesMust be customer service oriented with the ability to identify and meet member needsMust possess basic math and computer

skills

Competencies

Customer FocusComposureApproachabilityDrive for ResultsDecision QualitySelf-DevelopmentPerseverance

Working Conditions/environment

This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.

Other

Requirements

Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS).

Major Accountabilities And Tasks

Processes a variety of transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, opening and/or maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory

requirements.Manage lobby traffic by determining Members’ needs, signing Members in to meet with branch staff and managing wait time.Builds, develops and maintains relationships with members to ensure a positive member

experience. Determines Member’s financial needs and recommends appropriate products and services. Educates Member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals.Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.Maintains cash drawer and meets balancing

requirements. Performs other

duties as assigned.

Salary range is $18.00 - $20.05/hr. Final

salary is dependent on a candidate’s

experience and

qualifications.

Equal Opportunity Employer Veterans Disabled

Partner Recommendation

About Vantage West Credit Union

Vantage West Credit Union is an actively verified employer hiring talent across technology, engineering, and operations.

  • Headquarters: United States / United Kingdom
  • Company Size: 1,000+ employees
  • Trust Rating: 95 / 100 (Official Registry Audited)

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