Associate Advisor Salary Jobs in Decatur, IN (NOW HIRING)

Description

Partners 1st Federal Credit Union will provide U with a competitive salary, paid vacation and holidays, generous 401(k) retirement plan with company matches, weekly pay, and a professional and fun office working environment.

Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work.

This position is for U if you are a detail-oriented person who thrives in a fast-paced environment, prioritizes member service, maintains a positive attitude, and are able to work at our West Jefferson Blvd. location, Fort Wayne, IN, part-time, 25.5 hrs/wk, with a rotating schedule of:

(Week A) Mon: 9:15am-6:15pm, Tues: Off, Wed: 9:15am-6:15pm, Thurs: Off, Fri: 9:15am-6:15pm, & Sat: Off

(Week B) Mon: 10:30am-6:15pm, Tues: Off, Wed: 10:30am-6:15pm, Thurs: Off, Fri: 10:15am-6:15pm, & Sat: 8:45am-12:15pm

Role

Enhancing member's experience by accurately processing financial transactions and being an effective source of information for members: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time. Provides appropriate solutions and cross-sells credit union services to assist in meeting branch goals and achieve financial success.

Major Duties and Responsibilities

45% Handles initial contact with members via in person interaction, by phone, or email, in a professional manner to enhance member's experience. Demonstrates efficiency with financial transactions for members including but not limited to receiving deposits, disbursing cash, and receiving loan payments. Verbally confirm intended transactions with members to assure needs are met and minimize errors.

15% Identifies cross-sell opportunities providing members with additional services and solutions. Refers members to appropriate staff for new accounts, loans, and consultations. Assists in meeting branch growth goals productivity and profitability. Participates in community involvement activities.

15% Balances cash drawer daily to maintain transaction accuracy. Notify supervisors of any discrepancies while following established policies. Keeps cash drawer and all funds locked in a secure cash drawer.

10% Addresses member inquiries on accounts, records amounts and dates of payments and other significant information, checks customer calculations and validates checks and/or counts cash payments. Issues cashier's checks, receives currency for coin and verifies amounts, cashes checks according to written procedures.

5% Research, troubleshoot and resolve member concerns to enhance member experience and internal inquiries regarding policies, procedures, and products.

5% Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling member requests and merchant verifications.

5% Performs other duties as assigned

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union.

Requirements

KNOWLEDGE AND SKILLS

EXPERIENCE

Cash handling and customer service experience is strongly preferred.

EDUCATION/CERTIFICATIONS/LICENSES

High school degree or GED required.

INTERPERSONAL SKILLS

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions. 

ADA REQUIREMENTS

PHYSICAL REQUIREMENTS

Perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs on occasion. Must be able to stand, sit, walk for extend periods of time. Reach and grasp using arms, hands and fingers. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

WORKING CONDITIONS

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.