Insight Credit Union
  • 15-Aug-2018 to 01-Nov-2018 (EST)
  • Leesburg, FL, USA
  • $12.84 to $14.45 based on experience.
  • Hourly
  • Full Time

To assist members and potential members with their Credit Union needs; explains services, sets up new accounts, refers products and services, respond to problems, and direct members to the appropriate people. Process consumer loans requests and review loan documents for accuracy and completeness.

This position is located at:

300 Webster St.
Leesburg, FL 34748


Hours:
Monday - Thursday 9am - 5pm 
Friday 9am - 6pm 
Saturday 9am - Noon

 

Essential Functions & Responsibilities:

50% - Assists members/non member with opening and closing accounts, answers questions regarding products and services, and refers credit union products and services beyond the members stated needs. Resolves problems that are within their authority to resolve and refers problems that are beyond their authority to their supervisor, along with their recommendations. May be responsible for IRA transactions including processing and posting.

25% - Interview member/non members for consumer loan applications. Input data into system and ensure integrity of data is in compliance with credit union policy and procedure and accurately fund approved loans.

5% - Assures that appropriate records are maintained and required reports are prepared.

5% - Maintains member account information on computer system to including but not limited to: address changes, debit card maintenance, check orders, wire transfers.

5% - Acts as liaison between members/non members with various departments and vendors.

5% - Assist management with monitoring and correcting member service activities to help ensure compliance with established policy and regulations. Performs quality control on member service documents and mentors employees on errors found.

5% - Performs other job related duties as assigned, including Teller duties as needed.

 

Performance Measurements:

1. To provide and ensure that the Credit Union Core Values are met on a consistent basis. The employee should obtain an average Quality Loop score of 2.5 or better each quarter.

2. Responsible for compliance with BSA, AML, OFAC, and CIP as set forth in credit union policy.

3. To carry out assigned responsibilities with zero errors as it related to member/non member interaction.

4. To meet assigned credit union performance expectations on a quarterly basis.

5. To make partner referrals.

6. Employee must have full knowledge of credit union products.

7. Consistently refer credit union products and services to grow the credit union and serve our members.

8. To troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.

9. To maintain a dependable record of attendance and timeliness.

 

Knowledge, Skills and Abilities:

Experience: One year to three years of similar or related experience.

Education: A high school education or GED.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills: Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.

Physical Requirements: This position requires manual dexterity, bending, stooping or standing as necessary.

Work Environment: This job operates in a clerical office setting. This role routinely uses standard office equipment.

This position requires availability to work Saturdays.

Insight Credit Union is an EO Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Insight Credit Union
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