Role:
Provide exceptional service at all times. Discuss account options, cross sell credit union products and
services at each opportunity, and meet or exceed all sales & service scorecard goals. Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans.

Major Duties and Responsibilities:

• Identifies cross sell opportunities and cross-sells all C.U. products and services, includingaccount related products such as, but not limited to, credit life, credit disability, MBI,GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services.10% Assists members with opening and closing savings, checking, certificates, IRAs and otherdepository service accounts (limited cash handling). Perform necessary file maintenance toset up accounts and services.
• Assist members and potential members with loan requests, takes loan applications, processloan documents for in-person closing or shipment via mail, including preparation of loan recordsand data set up on computer system. Review any conditions required for loan approval withmember and obtain necessary documentation. Forward exceptions to a LoanOfficer if automatic system approval is not received. Follow up on unclosed member loansthat cannot be completed at initial meeting. Assures that appropriate records are maintainedand required reports are prepared. Collect and forward taxes on all vehicle loans.
• Set up and input file maintenance for check orders, payroll deduction, automatic transfersand ACH origination.
• Monitors lobby activity to ensure prompt, professional service. Performs all duties withinprocedures, policies, and SCU’s Universal Performance Standards. Performs other relatedduties as assigned.

Knowledge and Skills:
Experience: One year of similar or related experience in financial services, preferably in a credit union or banking environment. Experience in member service, loan processing, and/or financial sales required
Education: A high school diploma or GED.
Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant
level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an
important part of the job.
Other Skills: Must be fulent in spanish.Exceptional sales skills. PC proficient, able to operate a computer keyboard and 10-key calculator.

HOURS:

Monday - Friday: 8:00 a.m. - 4:00 p.m.
Closed daily: 11:30 a.m. to 12:00 p.m.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.

• Identifies cross sell opportunities and cross-sells all C.U. products and services, includingaccount related products such as, but not limited to, credit life, credit disability, MBI,GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services.10% Assists members with opening and closing savings, checking, certificates, IRAs and otherdepository service accounts (limited cash handling). Perform necessary file maintenance toset up accounts and services.
• Assist members and potential members with loan requests, takes loan applications, processloan documents for in-person closing or shipment via mail, including preparation of loan recordsand data set up on computer system. Review any conditions required for loan approval withmember and obtain necessary documentation. Forward exceptions to a LoanOfficer if automatic system approval is not received. Follow up on unclosed member loansthat cannot be completed at initial meeting. Assures that appropriate records are maintainedand required reports are prepared. Collect and forward taxes on all vehicle loans.
• Set up and input file maintenance for check orders, payroll deduction, automatic transfersand ACH origination.
• Monitors lobby activity to ensure prompt, professional service. Performs all duties withinprocedures, policies, and SCU’s Universal Performance Standards. Performs other relatedduties as assigned