PERSONAL FINANCIAL OFFICER –RICHARDSON
Neighborhood Credit Union is searching for a dynamic individual with superior communication skills to assist our members by presenting and explaining credit union products and services and assisting them in utilizing Neighborhood Credit Union’s products and services. This position requires the ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner.
DUTIES & RESPONSIBILITIES:
- Interviews members to obtain information and explain available financial services, such as savings and checking accounts, IRA's, CD's, club accounts, safe deposit boxes, electronic delivery systems, rates, etc.
- Responds to member inquiry and processes a variety of transactions for members regarding the operation of accounts, access to services, opening and closing of accounts, adding or deleting service features, account discrepancies, and assisting members to make the most effective usage of service offerings.
- Actively promotes loans to member in accordance with the credit unions solicitation program, including letters, telephone solicitation, mailing of brochures and other prescribed activity to solicit business from former and prospective borrowers. Responds to routine member inquiry regarding loan products, services and requirements.
- Operates computer terminal to accurately open accounts, access account information and update account information, process loans and update member account information.
- Assists with ordering cash, supplying cash as needed, and removing cash to vault to reduce drawer limits when appropriate and assists in balancing vault daily.
- Actively markets and cross-sells current and new products and services of the credit union and educates members on the features and benefits of new, as well as, existing services.
- Follows all policies and procedures regulated by the credit union as well as governmental policies and procedures.
- Performs such other duties as might be assigned from time to time, including but not limited to, processing mail, opening/closing branch office, assisting on the teller line and assisting other departments as required.
SUPERVISORY RESPONSIBILITIES:
Assists Branch Manager in supervising the Financial Service Representatives. Assists in carrying out responsibilities in accordance with the organizations’ policies, procedures and applicable laws. Assists in carrying out responsibilities including training employees; planning, assigning, and directing work; rewarding and disciplining employees; addressing complaints and resolving problems in the absence of the Branch Manager.
REQUIREMENTS:
- Bachelor’s degree (B. A.) from four year college or university; or, Certified Credit Union Executive (CCUE) designation; plus one to two years related experience in the financial industry
- Ability to define problems, collect data, establish facts and draw valid conclusions
- Ability to calculate figures and amounts such as interest, percentages, ratios and basic algebraic expressions
- Ability to meet and/or exceed monthly sales goals
- Ability to read, analyze and interpret instructions, procedures and regulations
- Ability to write reports and business correspondence
- One to two years PC experience including mainframe, word processing and spreadsheet applications
- Ability to operate standard office equipment, including 10-key by touch, facsimile machine, photocopier, etc.
Salary: $31,500-$39,000 Annually
Based on Experience
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