Financial Services Representative
2 weeks ago
Position Overview:
The Universal Banker plays a vital role in delivering exceptional service to our members at Land of Lincoln Credit Union. Reporting directly to the Branch Manager or an equivalent position, this non-exempt role encompasses a variety of responsibilities aimed at meeting the diverse needs of our clientele.
Key Responsibilities:
1) Uphold the core values of the credit union in all interactions and activities.
2) Promote and recommend credit union products and services tailored to member needs, utilizing insights gained from member interactions. Stay informed about the credit union's offerings as well as competitive market trends.
3) Facilitate the opening of new accounts and assist members with various applications, including Individual Retirement Accounts and Share Certificates.
4) Process new account information meticulously, including ordering checks, verifying signatures, and mailing welcome letters.
5) Prepare necessary documentation for skip-a-pay options.
6) Assist members with wire transfers and account closures.
7) Address member inquiries, discrepancies, and complaints, ensuring accurate corrections and refunds when required.
8) Ensure the proper processing of loans, maintaining accurate documentation and communication with relevant parties.
9) Analyze consumer loan applications, verifying credit reports and debts.
10) Communicate with members regarding loan statuses and provide explanations for any denials, exploring alternative options when necessary.
11) Support members and Loan Processors in filing claims for debt protection and insurance.
12) Maintain confidentiality and adhere to security protocols in all member transactions.
13) Keep the work area organized and presentable.
14) This job description is intended to provide a general overview of the responsibilities and is not exhaustive. Additional duties may be assigned as needed.
Qualifications:
Required:
- High School Diploma or equivalent.
- At least 6 months of experience in cash handling or teller roles.
- Minimum of one year in a customer service position.
- Flexibility to work during branch hours and at different locations as assigned.
Preferred:
- Familiarity with bookkeeping practices.
- A minimum of one year of experience in cash handling or teller functions.
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