Job Details

Role:

To assist members and potential members with their Credit Union needs; explain and set up new services, process loan applications, respond to problems, and directs members to the appropriate people.

Knowledge and Skills:
ExperienceOne year to three years of similar or related experience.EducationA high school education or GED.Interpersonal SkillsWork involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.Other Skills1. Must have good listening and communication skills.
2. Ability to operate general office equipment such as copier, computer, and other credit union provided equipment.
3. Must be able to operate related computer software as provided by the credit union.
4. Ability to generate essential reports, interpret data, and calculate ratios.
5. Identify acceptable manners of personal identification for telephone security.
6. Understand the basics of the Federal reserve system, check clearing process and negotiable instruments.
7. Understand internal and external electronic and ACH processes.