Full and Part Time Personal Service Representatives
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Department: Center Locations
Key Responsibilities: Daily opens and closes teller terminal, maintains proper amount of currency in drawer, accounts for assigned cash, checks and other monetary instruments and transactions, balances to the terminal teller/close report, remits receipts and excess cash to the supervisor.
Requirements:
- High school education or equivalent.
- Must have good written and verbal communication skills.
- Should have one year previous retail sales experience.
- Bilingual (Spanish) plus.
Personal Sales and Service Manager
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Key Responsibilities:
Sales Responsibilities:
Deposit Duties: Efficiently and effectively process customer requests for Credit Union deposit products to include:
Lending Duties: Efficiently and effectively process consumer and second mortgage loan requests from members/non-members to include:
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Providing all necessary loan product information to the member.
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Accurately completing the loan application for the Loan Officer.
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Disbursing loans according to the loan decision requirements.
Requirements:
- Fulfils the credit union mission of providing the highest level of personal service excellence attainable in our market.
- Should have two years previous sales and service experience at a financial institution or equivalent.
- Must have a thorough knowledge of loan policy and procedures and also interviewing skills and techniques.
- Should be familiar with the Credit Union bylaws, policies, procedures and state and federal laws effecting all operations of the Center.
- Should have a thorough knowledge of all Credit Union products and services or become well versed in 90 days.
Center Operations Manager
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Key Responsibilities: Fulfils the credit union mission of providing the highest level of personal service excellence attainable in our market.
Requirements:
- Responsible for development and training of Personal Service Representatives and daily scheduling, ensuring the highest level of superior service and professionalism.
- Resolving and correcting balancing problems, teller discrepancies, and customer concerns.
- Efficiently and effectively process consumer loan requests from members/non-members to include:
- Maintains and balances vault guaranteeing no out of balance conditions.
- Should have at least three years experience in financial institutions with at least one year experience as a teller.
- Should have at least one year supervisory experience.
- Must have the ability to assign and coordinate the work efficiently, to give and follow directions, to motivate others and perform all supervisory duties efficiently and effectively.
- Must have effective written and verbal communication skills
District Retail Sales Manager
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Key Responsibilities:
- Center profitability goals are met.
- Center sales and growth goals are met.
- Member relationships are maintained.
- Develops plans, organizes, directs and executes sales activities of the Center.
- Coaches and motivates Center sales staff to ensure attainment of goals.
- Monitors cross-selling opportunities via software recommendations.
- Serves as credit union representative in the community - actively participate in community events and organizations.
- Projects the professional image of the Credit Union.
Requirements:
- Fulfils the credit union mission of providing the highest level of personal service excellence attainable in our market.
- Thorough knowledge of all deposit and lending products to include product knowledge, processing, underwriting and disbursement.
- Strong knowledge of commercial loan products, sufficient to have initial conversations with prospects, qualifies leads and refers quality business.
- Strong sales skills and strong sales coaching skills
Proficient in Microsoft Office, Datasafe programs, Maestro, ATM, online services and all other internal programs.
- Good knowledge of the local community – industries, economic base, culture, key leaders, competitors.