Job Details

Essential Functions

Sales & Service

• Provide excellent service to all Members, volunteers, internal employees, and service providers.

• Cross-sell RCU and RCUSG products and services.

• Open accounts and match Member needs to RCU and RCUSG products and services.

• Determine the appropriate loan product(s) to meet the Member(s) needs.

• Obtain information from Member to complete loan application; examine and collect proper loan documents.

• Complete loan-funding process and recommend additional products or services to meet Member needs.

• Research Member questions, problems, and complaints and respond with accurate information.

• Safeguard member information and ensure confidentiality by following established policy and procedures.

Transactions

• Perform file maintenance on all types of accounts.

• Perform accurate teller transactions and reconcile cash nightly.

Teamwork and Other Functions

• Conduct audits of Credit Union documents and files.

• Answer phone and efficiently complete phone requests.

• Participate in branch, departmental, and company meetings.

• Perform branch opening and closing duties.