Client Service Specialist

1 week ago

Janesville, Wisconsin, United States FIRST COMMUNITY CREDIT UNION Full time

OVERVIEW

Key Responsibilities:

  1. Exemplify a vibrant, top-tier service and sales environment within the branch and the credit union.
  2. Guide, nurture, and support front-line personnel.
  3. Maintain a robust sales ethos throughout the credit union.
  4. Assist the Branch Manager and Senior Management with daily operations.

Essential Qualifications: Enthusiastic and passionate; demonstrate exceptional service and leadership capabilities; possess a comprehensive understanding of First Community Credit Union's offerings; proficient in lending and underwriting processes.

CORE DUTIES AND RESPONSIBILITIES

  1. Embody the mission, vision, and values of First Community Credit Union within the organization and the community.
  2. Provide direction to teller staff to enhance their performance, foster their development, and meet the credit union's objectives.
  3. Support branch services and operations as necessary to assist members, including serving as teller backup when required.
  4. Instill a dynamic, premier service and sales culture that consistently seeks to enhance member service.
  5. Forge strong connections with both new and existing members that drive sales, cross-sales, and referrals. Assess member needs and align appropriate products and services to help achieve their financial aspirations and those of the credit union.
  6. Engage in proactive outreach to promote a sales-oriented culture within the credit union. Mentor and inspire front-line staff.
  7. Assist the Branch Manager or Senior Management with daily operational tasks.
  8. Adhere to established lending policies and underwriting standards.
  9. Facilitate the opening of new accounts, including checking accounts, certificates, retirement accounts, and various club accounts.
  10. Advise members on loan issues; modifications in payment terms; repayment schedules and collateral release.
  11. Consult with members regarding loan purpose, amount, and repayment terms.
  12. Process loan applications and provide recommendations to Senior Lending staff regarding the handling of other loan applications.
  13. Gather credit information as necessary.
  14. Finalize and process loan requests, ensuring accurate information on collateral, signatures, and document verification.
  15. Update member records, including credit ratings, and verify the accuracy of loan documents.
  16. Monitor collateral insurance records for loans and request necessary coverage from members.
  17. Notify relevant parties to establish the credit union's security interest on titled documents and request discharges as needed.
  18. Disburse funds for approved loans.
  19. Document information in member files regarding approved or declined loan applications, extension agreements, and payment deferrals.

20. Respond to telephone inquiries regarding loan information and the credit union's offerings.

21. Comply with all applicable state and federal regulations.

22. Promote a positive image of the credit union during non-working hours.

23. Perform additional duties as assigned to meet the credit union's goals and objectives.



  1. Enthusiastic and passionate.
  2. Strong leadership capabilities, including planning, organization, communication, mentoring, coaching, staff development, and goal setting.
  3. Exceptional service skills.
  4. Intermediate knowledge of credit union products, services, and lending policies.
  5. Strong sales and coaching abilities.
  6. Familiarity with federal and state regulations governing credit union operations.
  7. Proficient in Microsoft Office applications.
  8. Basic mathematical skills (calculations involving decimals, percentages, fractions, etc.).
  9. Availability to work weekends and extended hours as necessary.
  10. Willingness to attend special off-site sales events and credit union functions as required.
  11. Outgoing personality with the ability to solicit new business and make outbound calls.
  12. Ability to collaborate effectively and follow instructions.
  13. Able to work independently.
  14. Detail-oriented.
  15. Willingness to make underwriting decisions.

Education and Experience:

A high school diploma is required for this position. Additionally, the candidate must be willing to become a notary.

Employees must adhere to all government regulations affecting the credit union industry, including but not limited to the Bank Secrecy Act and The USA Patriot Act.



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