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Client Services Associate II
2 months ago
Client Services Associate II
Department: Retail Services Location: South Portland, ME
Overview
We are seeking a dedicated and enthusiastic individual to join our innovative financial cooperative. In this role, you will empower members to effectively manage their financial resources and assist them in achieving their long-term financial aspirations.
As a proud not-for-profit financial cooperative, Town & Country actively supports various charitable initiatives that resonate with our members and the communities we serve. Our commitment extends beyond financial contributions; we engage in meaningful community projects with organizations such as Habitat for Humanity and the Maine Cancer Foundation.
Key Responsibilities
Building strong relationships with our members and delivering exceptional service is paramount at Town & Country FCU. The Client Services Associate II aims to enhance member connections by fostering a collaborative environment, explaining services to potential personal and business account members, generating additional business opportunities, and promoting positive public relations.
The Client Services Associate II will conduct loan interviews, assess and evaluate loan documentation to ensure compliance with credit union and regulatory standards, facilitate loan closings, and cross-sell additional products and services. They will also assist members with the establishment of new accounts and handle various service requests.
Qualifications
1 to 3 years of relevant experience is preferred. A high school diploma or GED is required.
Interpersonal Skills
This role involves significant personal interaction with individuals both inside and outside the organization for the purpose of resolving conflicts, building relationships, and fostering cooperation. Discussions often require a high level of confidentiality and discretion, necessitating diplomacy and tact in communication.
Physical Requirements
The physical demands outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this position. If an employee requires reasonable accommodation due to a disability, they must inform their direct supervisor or human resources.
Responsibilities include:
- Entering and locating information on a computer.
- Presenting information to individuals or groups.
- Communicating effectively in person or via electronic devices.
- Creating documents and reports using various means.
- Manipulating objects of different sizes and weights, requiring fine motor skills.
- Visually locating and identifying information, often in small print.
- Reading information, often in small print.
- Sitting at a desk for extended periods.
- Performing repetitive motions with hands and arms while using a computer.
- Lifting up to 25 lbs.
Benefits
We offer a comprehensive benefits package that includes medical HSA, dental and vision coverage, short and long-term disability, life insurance, paid parental leave, vacation, paid holidays, 401k, incentive plans, profit sharing, tuition reimbursement, corporate logo wear, discounts on credit union products, and numerous additional perks.
