REQUIRED QUALIFICATIONS

• High school diploma or equivalent education or experience
• One to two years of experience in a sales/customer service environment
• Prior experience in a financial/banking institution preferred
• Strong organizational skills and attention to detail
• Must value a high degree of accuracy
• Professional demeanor
• Effective communication skills
• Basic PC skills (Windows)
• Assertive problem-solving skills

• Assumes responsibility for the effective and professional performance of Member sales and service-related functions:
• Recommends products and services that assists in meeting Member’s financial needs
• Resolves Member issues through listening, problem solving, and offering solutions
• Meets or exceeds all sales, service and productivity goals established for this position
• Answers and responds to Member inquiries and questions
• Performs file maintenance and account changes as necessary
• Establishes and maintains professional relationships with Members:
• Resolves Member requests and questions promptly, courteously, and professionally
• Keeps Members informed of Credit Union services and policies
• Maintains and projects the Credit Union’s professional reputation
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management:
• Works as a team member with other KEMBA Associates
• Keeps supervisor informed of area activities and significant problems
• Completes required reports and records accurately and promptly
• Attends meetings as required
• Maintains an up-to-date status of all sales support and processing activity with routine reporting to management
• Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
• Performs all duties in a manner that is 100% compliant with KEMBA policy and procedures.
• Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
• On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs
• Must be able to relate to other people beyond giving and receiving instructions:
• Can get along with coworkers or peers without exhibiting behavioral extremes
• Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
• Respond appropriately to criticism from a supervisor