11/10/2022
Primary Responsibilities:
The primary purpose of this position is to assist HRCU in achieving our vision by “facilitating financial success and financial wellness” with every member, every time. Additional responsibilities: Serves as a liaison between the member and the credit union. Provides account information, opens new accounts, cross services additional products and services, interviews, processes, and disburses loans. Provides a variety of transaction services to the member with exceptional member service. May be responsible for branch opening and closing.
Essential Functions:
- Interviews members to obtain information and explain available financial products and services, such as savings and checking accounts, Individual Retirement Accounts, Certificates of Deposit, Business and Non-profit accounts. Ensures all proper documentation and procedures are followed.
- Knowledgeable in tax favored accounts, IRAs and HSAs. Ability to accurately process contributions, withdrawals, rollovers and other transactions.
- Research and problem solves to resolve member account issues.
- Member contact for VISA credit and debit card related questions, issues and or concerns. Works directly with credit union VISA support to resolve outstanding issues. Works with essential affiliated third-party vendor software.
- Seeks and recognizes opportunities to educate members and cross sell products and services
- Displays a professional appearance and demeanor while representing the credit union both internally and externally in the community.
- Lives out Credit Union mission by demonstrating compassion, embracing innovation, remaining flexible and delivering exceptional service
- Meet all referral and sales goals as established by HRCU.
Requirements
Education: Minimum of a high school diploma or equivalent
Experience: Minimum 1 year in a financial institution, with progressive customer service experience.
Qualifications: Possess clear communication skills with importance of discretion, accuracy and clarity. Possess ability to work with deadlines and in a team environment. Must be proficient in computers and the ability to multi-task.
Employees receive paid time off including 10 holidays per calendar year, vacation days, and sick time.
Excellent benefits including health, dental, and vision insurance with employer cost sharing.
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Better, Not Bigger Banking
Application Notes:
All candidates must apply through Paylocity portal for applicant tracking. Click here
Email acknowledgements and follow up with come from either an HRCU email address or noreply at paylocity dot com. Check your spam to ensure you do not miss out on communications.
No phone calls please.
Direct hire - no agencies at this time.
HRCU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression (including transgender status), genetic information or any other characteristic protected by applicable law.
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