Banking Associate

2 weeks ago


Richardson, Texas, United States w3r Consulting Full time
Job Summary

We are seeking a highly skilled and detail-oriented Banking Associate to join our team at w3r Consulting. As a key member of our operations team, you will be responsible for providing exceptional service to our members by processing transactions, setting up accounts, and assisting with collection activities.

Key Responsibilities
  • Provide a variety of services to members, including cash and check transactions, membership enrollments, and changes.
  • Assist with collection activities by reviewing delinquent accounts, contacting members, and recommending delinquent accounts be turned over to collection agencies.
  • Perform all duties related to checking accounts, including setting up accounts, ordering checks, and assisting members with inquiries.
  • Carry out activities necessary to conduct business each day, including cash handling, signature plate placement, and error identification and correction.
  • Screen, verify, and process all types of loan applications, including auto, personal, and MasterCard loans.
  • Run credit checks, compare them to loan applications, and refer all loans to the appropriate person for continued processing.
  • Perform various clerical activities, including preparation of bill payments, ordering supplies, and typing letters.
  • Respond to internal and external inquiries concerning Credit Union matters.
  • Maintain all files examined annually by the Federal Examiner and Supervisory Committee.
  • Communicate and interact effectively and professionally with co-workers, management, customers, and other stakeholders.
Requirements
  • Experience in a banking environment, preferably in a Credit Union.
  • Clear and concise interpersonal, verbal, and written communication skills.
  • PC proficiency to include Word, Excel, PowerPoint, and Lotus Notes.
  • Detail-oriented and high level of confidentiality.
Preferred Requirements
  • Ten-key/calculator experience.
  • Referral preference given to applicants able to take and meet testing criteria.

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