Overview:This role will be responsible for effectively developing and maintaining a financial relationship with our members by building relationships to determine their needs. To provide a product and/or service solution to help meet the member’s need in a professional, prompt and efficient manner. Overall, responsible for exceeding credit union goals.
Accountability and Responsibilities:
- To deliver service consistent with our Service Promises
Exceed all established Minimum Acceptable Performance Standards.
Responsible for facilitating account opening inquiries & the opening of new accounts. Verifying and obtaining proper documentation. Distribution of the appropriate disclosures in order to comply with regulatory guidelines
Respond appropriately, accurately and timely to member questions and requests.
Responsible for properly maintaining and processing share and consumer loan applications through our core processing software in an efficient and timely manner.
Responsible and accountable for contributing to the credit union goals.
Accountable for the appropriate and timely response and resolution to member issues and concerns.
Process account inquiries, address changes, closing accounts when necessary, account maintenance requests, reconciliation and payroll requests.
Conduct interview to develop information concerning a member’s financial need and cross sell all products and /or services including those of credit union affiliated partners
Experience and Skills:
Job requires a High School diploma or equivalent with adequate proficiency in language math and reasoning skills and two years related experience.
Computer skills: To perform this job successfully, an individual should have knowledge of database software, internet application and Microsoft Office applications
Ability to effectively communicate with internal and external parties in a courteous and professional manner, while not impacting service to our members
Demonstrate strong oral and written communication skills to resolve member concerns in a professional and personable manner
We offer an exceptional benefit package (medical, dental, and 401K) and competitive salary. 35 hour work week which includes Saturday’s. eeo.m/f/v/h.
Nassau Financial FCU is willing to accommodate disabilities to the extent a financial services organization can without impacting financial control or member service. Nassau Financial FCU is an Equal Opportunity Employer. m/f/h/v.