New Accounts Specialist - Jacksonville State

About the role

Assists members and potential members with their financial needs, including opening new accounts, processing transactions, resolving problems, and providing information about products and services.

Responsibilities

• Assists members and non-members with general financial transactions and inquiries, such as opening and closing deposit accounts, issuing debit cards, managing online/mobile banking, updating joint/POD designations, and handling safety deposit boxes.
• Resolves problems within assigned authority in a timely manner; escalates issues beyond authority to a supervisor with recommendations.
• Posts transactions and maintains records in accordance with credit union policies and guidelines.
• Promotes, explains, and cross-sells credit union products and services, anticipating member needs and providing appropriate advice.
• Maintains a teller drawer and performs teller functions as needed.
• Acts as a liaison between members and various departments.
• Represents the credit union in business partner visits and civic functions to develop additional business.
• Cross-trains on consumer lending and mortgages.
• Provides notary services to members.
• Performs other job-related duties as assigned.

Performance Expectations

• Provides informed, prompt, and accurate service and support to all members and employees.
• Opens all accounts, certificates, and other credit union products accurately, ensuring all forms and documents are completed and filed/scanned in a timely manner.
• Actively cross-sells products and services to members to meet or exceed established goals and assist in meeting branch goals.
• Ensures compliance with all applicable credit union policies and procedures.
• Represents the credit union in a professional and courteous manner.

Requirements

• 1+ years of experience working in a financial institution.
• Proficiency with teller transactions.
• Experience with opening and closing deposit accounts is preferred.
• High school education or GED.

Skills

• Strong interpersonal skills for frequent personal contact with members and staff, including first-level conflict resolution, relationship-building, and soliciting cooperation.
• Ability to handle confidential and discretionary discussions with diplomacy and tact.
• Proficiency with electronic systems for obtaining and entering information.
• Excellent communication skills.
• Good judgment for resolving member issues and offering additional services.
• Flexibility to change job functions as member traffic dictates to meet member needs.

Physical Requirements

• Ability to move around the branch and sit or stand for extended periods.
• Light lifting required.