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Part-Time Member Consultant

3 months ago

Bartlesville, United States Truity Credit Union Full time
Job DescriptionJob Description

JOB SUMMARY

This position builds and maintains strong member relationships by providing prompt, reliable, and courteous service when assisting members with deposit-related and consumer-lending products by identifying member needs.

ESSENTIAL FUNCTIONS
May include any and/or all of the following:

  1. Actively listen and respond to member inquiries, suggestions, requests, and concerns while providing exceptional service.
  2. Process paying and receiving and member service transactions for credit union members.
  3. Evaluate and decision online and in lobby account openings, balancing service to the member and risk to the credit union.
  4. Evaluate and decision the closings of accounts or decisioning the reopening of a closed account, balancing service to the member and risk to the credit union.
  5. Complete and process documentation for IRA deposits, withdrawals, rollovers, and transfers on behalf of the member.
  6. Analyze and decision waiving of penalties and fees.
  7. Perform other member service duties including but not limited to: redeeming savings bonds, researching member inquiries, etc.
  8. Process and print new and replacement cards.
  9. Counsel members on account management and provide guidance, information and tools as needed i.e. account balancing, spending management, improve credit, etc.
  10. Have a good working knowledge of our products and services and the benefits they provide to members.
  11. Offer products and services to members that will benefit them.
  12. Manage and complete actions needed for fraud/identity theft/disputes related to cards, checks, ACH and account takeover. Complete documentation, working with member to determine extent of situation and action steps to take to correct/minimize loss and risk to both the member and the credit union.
  13. Assist members with questions regarding their mortgage.
  14. Complete outbound calling initiatives to increase product and service usage, build stronger relationships with members.
  15. Perform opening and closing duties, including opening doors for members in the morning and welcoming them into the branch.
  16. Provide assistance to outside branches and other departments with questions.
  17. Successfully complete all applicable compliance training and testing.
  18. Participate in business development activities including community partner relations.
  19. Assist Spanish-speaking members when applicable.
  20. Perform other duties and responsibilities as assigned.
  21. Assist in Contact Center as assigned.

KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

  • Knowledge of:
      • Modern office equipment
      • Technology and various software programs including but not limited to Symitar, Deluxe, Cenlar Global Teller, Ascensus, Bridger, Star, Evolve, LSC, ChexSystems, Primelink, ClickSwitch
      • Credit Union products and services
      • Member Service functions, operations, regulations, and procedures to process members requests and answer questions
  • Ability to:
      • Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
      • Organize and prioritize in order to meet deadlines
      • Solve practical problems and deal with variables in situations
      • Write routine reports and correspondence and speak effectively before members and employees
  • Skill in:
      • Excellent communication and interpersonal skills to effectively work with members and co-employees
      • Typing and personal computer

QUALIFICATIONS
Critical Development Experiences:

Pursue opportunities for professional growth and development through training, education and self-study

Successfully complete all applicable compliance training and testing

Education and experience equivalent to:

A minimum of one year up to three years of similar or related experience, including prepatory experience.

A high school degree or equivalent.

REQUIREMENTS

Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.

REGULATORY COMPLIANCE & CONFIDENTIALITY

Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.

This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.