Member Service Representative Roamer
Company: Navy Army Community Credit Union
Location: Corpus Christi
Posted on: March 17, 2023
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Job Description:
Join our NavyArmy Credit Union Family! Serving South Texas for
65 Years, NavyArmy Community Credit Union offers friendly,
small-scale service with high interest checking and savings
accounts, loans with fast and easy financing, and great tools for
growing your money. Navy Army is among the best Credit Unions in
Texas, by Forbes Magazine! We offer a wide range of career
opportunities from Tellers to Information Technology and Customer
Service to Facilities. We are looking for talent to support our
growing branch and on-line networks. Our vision is to meet the
financial needs and goals of our members. We do this by offering
financial services to individuals and families when others say No,
we say Yes! We believe the same about YOU - if you have a great
attitude, care about your community and others - Yes, we can help
build your Career! Why Should You Apply? * Team Oriented Culture -
we support one another. * Managers and Leaders that Care about YOU!
* Service Minded Organization, we are here to support our
community. * Opportunities for Career Growth and Professional
Development * Competitive total rewards (wages, incentives, and
benefits) * Part Time and Full Time Opportunities PRIMARY OBJECTIVE
OF POSITION Responsible for establishing new and increasing
existing member account relationships through sales and referrals.
Serves as an initial sales and service contact for new and existing
members. ESSENTIAL JOB FUNCTIONS SALES * Providing a consultative
sales approach to meet our member's financial needs by proactively
identifying opportunities to cross-sell and up-sell beneficial
products and services. * Fostering a teamwork attitude to ensure
all credit union goals and objectives are achieved. * Consistently
meet or exceed sales goals as set by management by effectively and
efficiently cross-selling credit union products and services to
both current and potential members. * Responsible for referring
sales opportunities to other lines of business. * Complete loan
review to include recommendation of decision and forward to
underwriters for decision. * Communicate loan decisions with
members SERVICE * Maintains excellence in delivering member service
and exceeding the credit union and department service standards. *
Perform daily responsibilities along with knowledge of opening and
closing accounts, debit cards, servicing members, processing loans,
processing stop payments, wire transfers, placing check orders,
processing special instructions on accounts and performing general
file maintenance. * Authorizing, approving, and researching
transactions; performing overrides, approving check holds, and
making check cashing decisions * If applicable, provide access and
servicing to safe deposit box for members. BRANCH SUPPORT * Provide
assistance at other locations which includes travel to and from
other branch locations within region. * Consistently takes
initiative and utilizes sound judgment in decision-making and
higher-level problem solving, up to and including lending decisions
and/or authority. * Fosters a team environment with the ability to
interact well, and in a positive manner with branch staff.
COMPLIANCE & REGULATIONS * Maintain accurate data entry in regards
to member records, maintenance, and transactions; have the ability
to find and correct errors. * Ensure the protection of the credit
unions interest in matters of adequate documentation; includes but
limited to: loan, title work, and account packets. * Adherence to
security, internal control procedures, policies and applicable laws
and regulations. * Adhere to mandatory compliance, product, and
credit union training. All other duties as assigned. RELATIONSHIPS
AND CONTACTS Reports To: Roaming Branch Manager Contacts: Frequent
contact with members and other departments face to face and by
telephone. Requirements EDUCATION Requires a High School Diploma or
GED EXPERIENCE Two (2) years of experience in assessing and meeting
customer/member needs through customer service and
cross-selling/upselling products and services, with at least 1 of
those years in lending origination is required. Banking or Credit
Union experience preferred. PHYSICAL Position involves wrist/hand
manipulation; restriction to work station for extended periods of
time. May be required to stand for extended periods of time. Vision
abilities required by this job include close vision for frequent
viewing of computer monitor and review of documents. Communication
abilities required by this job incudes clarity in speech and
hearing for effective staff/member interaction. Must be able to
drive a vehicle and have a valid drivers license in order to travel
to other locations as scheduled or needed. MENTAL Must be able to
perform job functions independently or with limited supervision and
work effectively either on own or as part of a team. Must have a
strong ability to read and carry out various written instructions
and follow oral instructions. Must have a strong ability to speak
clearly and deliver information in a logical and understandable
sequence. The ability to anticipate member needs, initiate
assistance, make recommendations of appropriate products/services.
Must be capable of dealing calmly and professionally with numerous
different personalities from diverse cultures at various levels
within and outside of the organization and demonstrate highest
levels of customer service and discretion when dealing with the
public. Must be able to perform responsibilities with composure
under the stress of deadlines/requirements for extreme accuracy and
quality and or fast pace. Must be able to effectively handle
multiple, simultaneous, and changing priorities. Must be capable of
exercising highest level of discretion on both internal and
external confidential matters. EQUIPMENT SKILLS Personal computer
with windows environment, scanner, teller cash machine, cash
advance machine, calculator, copy machine, Debit card imprinter.
The above statements reflect the general details considered
necessary to decide the principal functions of the job identified
and shall not be construed as detailed description of all work
requirements that may be inherent in the job.
Keywords: Navy Army Community Credit Union, Corpus Christi , Member Service Representative Roamer, Other , Corpus Christi, Texas
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