+--------------------------------------------------------------------------+ | Primary Summary: | | | | This position is the Member Ambassador for the financial institution | | with the overall purpose of providing quality and efficiency to members | | who prefer face-to-face interaction. This position will have a thorough | | understanding of the member’s transaction requirements and be able to | | effectively communicate all available options to them. They will educate | | members about our sales and service delivery options and refer the | | appropriate products and services matching the member’s needs. This | | position will also refer members to the appropriate source or channel to | | address their need. They will also be responsible for the processing the | | regular transactions, such as receiving and paying out money, and | | keeping records of money and negotiable instruments involved in | | financial transactions in an efficient, friendly and accurate manner. | | Provides personalized banking services to financial institution members | | by performing the following duties | | | | 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 organizations compliance guidelines. | | Ensures that the teller cashbox balances on a daily basis. | | Researches and resolves cashbox errors as necessary. | | - Assist with wide variety of member services including; regular | | account maintenance, Safe Deposit Box maintenance, assist members | | with account inquiries and reconciliation, manages outgoing wires, | | ACH transactions and disputes, solve fraud issues, serve as notary | | public, close accounts, etc. | | - Contribute to overall success of branch in working towards branch | | deposit and member goals.  Adhere to all service standards set by | | the credit union.   | | | | ·       Troubleshoot and resolve member and internal inquiries in a | | timely, professional and accurate manner. Informs and advises member of | | status or enhancements to current account productivity and suggest | | resolution on account disputes and other account activity. | | | | ·       Answer and route telephone calls, take messages, provide | | information and directs calls to appropriate staff as necessary. | | | | ·       Must comply with applicable laws and regulations, including but | | not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of | | Foreign Assets Control. | | | | Position Requirements: | | | | EXPERIENCE | | | | Six months to two years of similar or related experience, including time | | spent in preparatory positions. | | | | 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. | | | |  CoMPETENCIES:   | | | | MEMBER / STAKEHOLDER FOCUS:  Builds and maintains effective | | relationships with credit staff, lenders and members.  Identifies | | member/stakeholder’s needs and expectations.  Listens carefully in order | | to see issue from their point of view.  Offers practical solutions or | | recommendations focused on achieving the member/stakeholder’s | | expectations. | | | | ADAPTABILITY:   Learns and adapts quickly in new situations.  Possesses | | a flexible style, the ability to change and adapt to fit | | circumstances.   Adjusts with ease, resulting in successful performance. | | | | PERSONAL ACCOUNTABILITY:  Accepts responsibility for own actions, | | including failure. Embraces experiences as learning opportunities and | | does not blame others. | | | | COLLABORATION:    Values others and different perspectives.  Actively | | seeks and enlists participation of other departments, functional areas | | and individuals in order to achieve goals.  Promotes the common good, | | extends self beyond personal self-interest; engages in appreciative | | inquiry and a spirit of caring, not finger-pointing or blaming. | | | | EFFECTIVE COMMUNICATION:  Puts others at ease by listening.  Allows | | adequate time for interactions, gives undivided attention to speaker, | | demonstrates non-verbal cues that show interest, keeps an open mind and | | concentrates on the speaker’s message.  Responds with information or | | questions, as appropriate.  Remains calm, focused and polite, even | | during stressful conversations.  | | | | PROFESSIONALISM- Consistently conducts self in a manner that is business | | appropriate.  Manner of speech, attire and interaction with others | | conveys competency, confidence, credibility, respect and efficiency to | | others.  Is polite, courteous, tactful, responsible, and well-groomed.  | | Establishes and maintains professional boundaries in all work related | | relationships. | | | | PROBLEM SOLVING- Gathers and analyzes information, identifies goals, | | explores and selects solutions, implements and action plan and evaluates | | results to ensure identified goals have been achieved. | | | | CONSULTATIVE SELLING - Demonstrates the ability to influence others by | | listening, gathering and analyzing information in order to accurately | | understand their needs.  Provides expert advice and functions as a | | knowledgeable resource, works collaboratively in order to develop | | possible solutions, and/or to solve problems.  Presents information, | | products and services in a manner that secures commitment. | | | | PHYSICAL DEMANDS:[1] | | | | - Ability to sit and/or stand for long periods of time; reach with | | hands and arms. | | - Sustains repetitive motions while using computer keyboard.  Close | | vision for the computer screen is also required. | | - Bends, stoops, kneels, pushes and pulls while filing or | | moving supplies. | | - Occasionally lift and/or move up to 30 lbs. | | | | NOTE:  This job description has been designed to indicate the general | | nature and level of work performed by staff members within this | | classification.  It is not designed to contain or be interpreted as a | | comprehensive inventory of all duties, responsibilities, and | | qualifications required of staff assigned to this position. | +--------------------------------------------------------------------------+

[1]  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions