Insight Credit Union
  • 02-Oct-2018 to 02-Nov-2018 (EST)
  • Winter Springs, 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, responds to problems, and direct members to the appropriate people.

This position is located at:

270 Winding Hollow Blvd.
Winter Springs, FL 32708



Monday-Friday 9:15am to 6:00pm; Saturday 9am to noon


Essential Functions & Responsibilities:

55% 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.

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% Performs other related duties as assigned.


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: Able to operate a 10-key calculator, typewriter, and computer keyboard.

Physical Requirements: While performing the duties of this job, the employee is regularly required to talk or hear. This is a largely sedentary role, however some filing is required. This would require the ability to lift files, open filing cabinets and bending as necessary.

Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment.

This position is in a call center environment and 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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