Job Description

OVERVIEW:

UNIFY FINANCIAL CREDIT UNION is one of the nation’s LARGEST 100 CREDIT UNIONS with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture WHERE YOUR IDEAS MATTER, YOUR GROWTH MATTERS, AND YOU MATTER. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.

SUMMARY:

Assist members with their financial transactions and cross sells products and services that provide solutions to members’ financial needs in a professional, friendly and accurate manner following all PRISM Service Standards

RESPONSIBILITIES:

• Process financial requests, promptly and accurately, including but not limited to deposits, withdrawals, savings bonds, Traveler’s Cheques, VISA cash advances, official checks, loan advancement/payments, mail transactions, statement requests, research requests, check ordering, address changes, on-line banking set-up, instant card issuance/closure/re-PIN and service Share Branch members (if applicable).
• Provides routine information concerning Credit Union services in person and/or on the phone and directs members to branch leads for specific information and service.
• Answers inquiries regarding the member’s shares/loans and other Credit Union related products.
• Initiates and opens additional shares for members and new memberships as necessary while explaining and promoting Credit Union products and services.
• Assists in performing closing tasks and end-of-day check processing.
• Identifies referral opportunities and makes relevant referrals on Credit Union products and services.
• Offers Pre-Approvals to qualified members when pre-approvals are indicated on memberships.
• Maintains an up-to-date knowledge of features and benefits of all products and services and keeps informed of changes in Credit Union policies and procedures.
• Participates in doing outbound calls from the available call lists and effectively cross-sell to the membership.
• Ensures full compliance with UNIFY Financial Credit Union Service Standards, policies, procedures, the Bank Secrecy Act and Federal Regulations.
• Performs all other duties as assigned.

QUALIFICATIONS:

• Requires a high school diploma or equivalent with a minimum of six months customer service and cash handling experience, preferably within a financial institution.
• Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications

SEE THE UNIFY DIFFERENCE!

At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.

COMPETITIVE COMPENSATION AND EXCELLENT BENEFITS PACKAGE* INCLUDES:

Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change

UNIFY is proud to be a drug-free, equal-opportunity employer including disability/vets. For more information on UNIFY, visit us at www.unifyfcu.com