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Part Time Personal Advisor

3 months ago

Battle Creek, United States OMNI Community Credit Union Full time

Description:
We are looking for part time Personal Advisors (tellers) who value a flexible part time schedule, great hours, and pay.

$16 to $20/hr depending on experience and qualifications. Are you great with sales, people, and technology? Come work with us

We offer you an award winning workplace, 401k, education assistance plan, telemedicine service, sales incentives, and weekly pay days. Full time opportunities are available with proven performance

**Requirements**:
**SUMMARY**:Part time position working up to 29 hours per week. Process member financial transactions; sell Credit Union services; answer members' questions and resolve related account problems; present and explain a basic number of Credit Union products and services to members and assist them to utilize those products and services which are of benefit to them. Must be able to communicate effectively with prospective and current members and to represent the Credit Union in a positive and professional manner. OMNI Community Credit Union is an Equal Opportunity Employer Veterans/Disabled.

**ESSENTIAL DUTIES AND RESPONSIBILITIES**:

- Regular attendance is an essential function of the job as well as reporting to work on time and as scheduled. Physical presence on site required.
- Make members feel welcome by presenting friendly, helpful and professional appearance, manner and speech.
- Maintain cash drawer, balance cash drawer activity, and maintain routine security of cash and other negotiable instruments.
- Interview members to obtain information and explain available financial services.
- Actively market and cross-sell current and new products and services of the Credit Union to members and potential members; attempt to educate members and potential members on the benefits and features of new, as well as existing services.
- Process a variety of transactions for members through internet, phone, in person, or mail.
- Respond to member inquiry regarding the operation of accounts, access to services, adding or reducing service features on various accounts, and assisting members to make the most effective usage of service offerings.
- Obtain applicant information such as credit reports, employer and personal references in order to verify credit and references via letter, telephone or direct computer access.
- Answer telephone inquiries and assist members in processing transactions for members and/or potential members regarding loan and deposit services; card services, fraud information, wire transfer requests, withdrawals, stop payments, check supplies, and assist in any member, or vendor inquiry.
- Provide assistance in filing, inputting data to computer, recording information as required, answering telephones, photocopying, faxing, typing letters, and other general office routine duties.
- Perform such other member service functions that might be needed upon occasion and assist others to complete tasks and work assignments.
- Comply with practices, procedures and regulations as set forth by the Credit Union.
- Comply with all required regulations and polices, especially with all Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures and regulations.
- Assist in the training of new employees as necessary.
- Physical presence on site is required.
- Other duties as may be assigned by manager or supervisor.

**QUALIFICATION REQUIREMENTS**:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

**PERFORMANCE STANDARDS**:
Must fully understand Credit Union products and services and be able to assist members to use these products and services. Cooperative and positive attitude toward members and Credit Union employees. Professional appearance and demeanor.

**EDUCATION and/or EXPERIENCE**:
One (1) to three (3) years of experience and/or training in a customer/member service or retail sales environment; high school diploma or G.E.D. required.

**LANGUAGE SKILLS**:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, employees, regulatory agencies, benefit providers, and others.

**MATHEMATICAL SKILLS**:
Ability to add, subtract, multiply, and divide in all units of measure, using whole number, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

**REASONING ABILITY**:
Continuous use of judgment, reasoning, patience and negotiation. Frequent use of initiative, ingenuity and creativity. Frequent problem-solving. In certain circumstances, pr