PT UNIVERSAL AGENT at Freedom Credit Union

Springfield, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

28.6

Posted On

17 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member Ambassador, Transaction Processing, Customer Service, Sales Referral, Account Maintenance, Cash Handling, Compliance Adherence, Fraud Resolution, Notary Public, Cross Selling, Loan Application Processing, ACH Transactions, Wire Management, Diplomacy, Bilingual

Industry

Financial Services

Description

Description Primary Summary: This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member’s transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member’s needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties Essential Functions/Position Responsibilities: Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary. Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc. Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity. Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary. Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Requirements Experience A minimum of 6 months to one-year previous financial institution experience required including time spent in preparatory position. Bilingual highly preferred. Education/Certifications/Licenses A high school degree or GED is required. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Travel Float positions require the ability to travel to other branches as scheduling needs require.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

This role serves as the Member Ambassador, providing quality, efficient face-to-face service by processing regular transactions, educating members on options, and referring appropriate products and services to meet their needs. Responsibilities include conducting all member account functions, processing new accounts and loans, ensuring cashbox accuracy, and resolving various member inquiries and disputes.