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Corporate Real Estate (CRE) Technician

Landmark Credit Union

Corporate Real Estate (CRE) Technician

Germantown, WI
Paid
  • Responsibilities

    Landmark’s Teller Pool is designed to provide a consistent source of well-trained Tellers to cover shortages in our branches. This is a unique opportunity to increase your skill set, create variety in your job, and receive an additional pay premium! 

    Each Floating Teller will be based at a home branch location within the region and will be deployed to other branches or departments in the respective region on an as-needed basis.

    DUTIES / RESPONSIBILITIES:

    All below responsibilities will be performed at a temporarily assigned Landmark location or branch for the Floating Teller position. Location may be changed at any time.

    • Provides friendly, courteous, and expedient teller and other related services, including those for business accounts, to members resulting in a balanced cash drawer daily.
    • Cross-sells other services to members.
    • Performs opening/closing duties as needed (with manager on site).
    • Performs overrides for other associates as needed.
    • Performs check and cash verifications for other associates as necessary.
    • Balances the ATM as instructed (if not performed by an outside source).
    • May be responsible for accessing and balancing the vault.
    • May be asked to serve as a mentor; training, motivating, or assisting other associates when needed.
    • May be cross trained to help in other positions within the branch.
    • Performs other duties as assigned.

    Required Skills Required Experience

    • High School diploma or equivalent.
    • At least one year of previous experience as a Teller in a financial or 6 months of internal Landmark Teller experience, and has met teller balancing and service goals.
    • Proven ability in cross selling from the teller line.
    • Demonstrated knowledge of all savings products, their benefits and features.
    • Must possess excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently and within deadlines.
    • Must have experience or be able to gain proficiency in all programs and systems used for this job.
    • Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job related State and federal laws and regulations.
    • Valid driver’s license.
    • Use of personal vehicle to drive to any Landmark branch or location on any scheduled work day.
  • Qualifications

    WHAT'S NEEDED IN THE ROLE:

    Working knowledge of computer software (Word, Excel, Adobe, CAD viewing tools, Outlook) and Internet, along with office equipment.

    Basic knowledge of financial services, credit union industry and regulations, terminology, and procedures.

    Strong organization, research, analytical and planning skills.

    Strong verbal communication skills.

    Ability to understand Architectural and Technical plans, spec sheets, technical bulletins and building drawings.

    Ability to work independently, demonstrate initiative and be resourceful.

    Ability to communicate effectively verbally and in writing.

    Ability to document information clearly, accurately and completely.

    Ability to establish and maintain effective working relationships with a diverse group of people.

    Understanding of project management phases, techniques and tools:

    • Initiation
    • Design: definition/scope/requirements
    • Implementation & Control: scope, work plans, resources, deliverable's, testing, monitoring, transition planning
    • Close: completion and assessment

    Strong and tested project management skills.

    LICENSES AND CERTIFICATIONS

    • Project Manager Professional (PMP) Certification is preferred.
    • Ability to maintain a valid California driver’s license.
    • Degree preferred in Architecture, Construction Management, or Engineering.

     

  • Industry
    Financial Services