Customer Service Specialist

7 days ago


Edmond, Oklahoma, United States Advancial Full time

**Overview of the Position**

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We are seeking a highly skilled and motivated Banking Operations Officer to join our team at Advancial Federal Credit Union. As a key member of our operations department, you will be responsible for providing exceptional customer service and support to our members.

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**Responsibilities**

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  • Provide account information and handle member's daily credit union needs.
  • Perform routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing.
  • Interviews loan applicants and processes applications.
  • Gathers background information and analyzes credit history.

**Essential Duties and Responsibilities**

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  1. Cross-sell a wide array of credit union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking.
  2. Receive checks and cash for deposit, verify amount, and examine checks for endorsements.
  3. Cash checks and pay out money after verification of signatures and member balances.
  4. Place holds on accounts for uncollected funds in accordance with Advancial policies and procedures.
  5. Receive and apply payments to Advancial loans, credit card payments and cash advances.
  6. Enter customers' transactions into computer to record transactions and issues computer generated receipts.
  7. Maintain thorough knowledge of loan products for effective cross-selling.
  8. Actively assist in loan process such as pulling credit reports, and ensures loan agreements are complete and accurate according to policy.
  9. Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.
  10. Balance currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
  11. Process loans and respond to loan questions.

**Benefits and Qualifications**

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The salary range for this position is $18.20-$22.59 /hr., based on experience. Requirements include a High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience. We are an equal opportunity employer and welcome applications from diverse candidates.

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**Why Choose Advancial?**

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We offer a comprehensive benefits package, including health insurance, 401(k) matching, and paid time off. Our commitment to employee development and growth means you'll have opportunities to advance your career and achieve your goals. Join us and discover a fulfilling career in banking



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