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Client Services Associate

2 months ago

Traverse City, Michigan, United States 4Front Credit Union Full time


POSITION DESCRIPTION

POSITION TITLE:

Client Services Associate

DEPARTMENT:

Operations

CLASSIFICATION:

Non-Exempt

APPROVED BY:

CEO

WAGE GRADE:

5

REPORTING RELATIONSHIPS

POSITION REPORTS TO:

Branch Manager

POSITIONS SUPERVISED:

None

ESSENTIAL FUNCTIONS AND BASIC DUTIES
Responsible for the proficient and professional execution of financial service tasks.
Communicates and elucidates Credit Union offerings and solutions to members, aiding them in fulfilling their financial objectives. Manages account openings and closures. Processes check orders for member accounts. Completes payroll deductions and authorization forms.

Addresses inquiries and resolves issues for members by actively listening, gathering information, providing solutions, and reporting back to the concerned party.

Rectifies member account reconciliation discrepancies.
Renews and updates certificate accounts.
Receives and directs member inquiries and phone calls. Responds to questions or directs them as necessary. Records and relays messages.
Conducts file maintenance and account modifications as required.
Provides information regarding IRAs.

Assumes responsibility for establishing and nurturing effective, professional relationships with members.
Addresses member requests and inquiries promptly, courteously, and professionally.
Keeps members informed about Credit Union services and policies.
Maintains and enhances the Credit Union's professional image.

Assumes responsibility for fostering effective coordination and collaboration with area personnel and management.
Supports area personnel as needed.
Keeps supervisor updated on area activities and significant issues.
Completes required reports and records accurately and in a timely manner.
Participates in meetings as necessary.

Assumes responsibility for additional duties as required or assigned.
Actively and professionally promotes Credit Union services.
Performs related tasks as needed.
Ensures work area is organized, secure, and well-maintained.
Complies with the U.S. Patriot Act and the Credit Union's Bank Secrecy and OFAC Policies and Procedures.

Adheres to the Gramm-Leach Bliley Act and the Credit Union's Information Security program, safeguarding the privacy and security of information, systems, and locations.


PERFORMANCE MEASUREMENTS
Member services functions are carried out efficiently, effectively, and accurately in line with established policies, standards, and security protocols.
Strong business relations are maintained with members. Member issues or inquiries are resolved courteously and promptly. Effective assistance is provided for member account reconciliation issues.
Good working relationships, DEI, and collaborative initiatives are fostered with credit union personnel and management. Appropriate support is provided to area staff as needed. Supervisors are kept informed of area activities.
Required reports and records are accurate, complete, and timely.
The Credit Union's professional reputation is upheld and conveyed.

Requirements:

EDUCATION/

CERTIFICATION:

High school diploma or equivalent.

REQUIRED KNOWLEDGE:

Solid understanding of financial services and products offered.
Knowledge of member account reconciliation processes.

EXPERIENCE REQUIRED:

No prior experience required, but related office experience is preferred.

SKILLS/

ABILITIES:

Exceptional communication and public relations skills.
Professional demeanor and attitude.
Ability to operate relevant computer applications and business equipment including 10-key and telephone.
Strong mathematical skills.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

TALKING:

Especially where one must frequently convey detailed or important instructions or ideas accurately, or quickly.

AVERAGE HEARING:

Able to hear average or normal conversations and receive ordinary information.

FINGER DEXTERITY:

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.


REPETITIVE MOTION:

Movements frequently and regularly required using the wrists, hands, and/or fingers.

AVERAGE VISUAL

ABILITIES:

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

PHYSICAL STRENGTH:

Sitting and standing. Exerts up to 50 lbs. of force occasionally.

WORKING CONDITIONS

NONE:

No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

REASONING ABILITY:

Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.


MATHEMATICS ABILITY:

Ability to perform basic math skills, use decimals to compute ratios and percents.

LANGUAGE ABILITY:

Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.

Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.
Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.

INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.


In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.

However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

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