Part-Time Member Consultant

at  Truity Credit Union

JOB SUMMARY

This position builds and maintains strong member relationships by providing prompt, reliable, and courteous service when assisting members with deposit-related and consumer-lending products by identifying member needs.

KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

• Knowledge of:
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• Modern office equipment
• Technology and various software programs the Credit Union utilizes to do business with its members
• Credit Union products and services
• Member Service functions, operations, regulations, and procedures to process members requests and answer questions
• Ability to:
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• Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form

• Organize and prioritize in order to meet deadlines
• Solve practical problems and deal with variables in situations
• Write routine reports and correspondence and speak effectively before members and employees
• Skill in:
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• Excellent communication and interpersonal skills to effectively work with members and co-employees

• Typing and personal computer

CRITICAL DEVELOPMENT EXPERIENCES:

Pursue opportunities for professional growth and development through training, education and self-study
Successfully complete all applicable compliance training and testing

EDUCATION AND EXPERIENCE EQUIVALENT TO:

A minimum of one year up to three years of similar or related experience, including prepatory experience.
A high school degree or equivalent.

REQUIREMENTS

Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.

REGULATORY COMPLIANCE & CONFIDENTIALITY

Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.
This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible