UNIVERSAL AGENT

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 organization's compliance guidelines.
• Ensures that the teller cashbox balances on a daily basis.
• Researches and resolves cashbox errors as necessary.
• Aid with a wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manage 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 members of status or enhancements to current account productivity and suggests resolution on account disputes and other account activity.
• Answer and route telephone calls, take messages, provide information and direct calls to appropriate staff as necessary.
• Contribute to the overall success of the branch in working towards branch deposit and member goals.
• Adhere to all service standards set by the credit union.

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.

Compensation

19.07-28.6 Hourly Wage