EDUCATION AND EXPERIENCE
- Must be bondable.
- High school diploma or equivalency required.
- Three (3) to six (6) months related experience. Prior sales experience helpful, preferable in a financial capacity.
- Saturday hours are required on a rotating basis.
KEY COMPETENCIES
- Able to read and interpret policy and procedures.
- Friendly, enthusiastic, and team oriented.
- Learn and know current Member Service operating system.
- Learn and know product offerings, stay abreast of new products and services.
- Use effective written and verbal skills.
- Ability and willingness to look for opportunities to refer additional products and services to our existing members.
- Ability to enter data and update member financial records accurately and efficiently via computer terminal.
- Know basic computer skills, including use of standard keyboard, mouse, and common software packages.
- Accurate math skills, ability to calculate figures and amounts such as cash denominations.
- Ability to use or able to learn to use basic 10-key calculator.
- Comply with all Federal and Credit Union regulations as related to position.
- Prompt attendance during all scheduled shifts and required meetings.
- Work at fast pace, accurate and attentive when handling details.
- Demonstrated or potential ability to work independently, handle multiple priorities, and exercise good judgment.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
- Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
- Physical Requirements: Ability to sit or stand at a desk the majority of the workday; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch. The employee may occasionally lift and move up to 30 pounds.
The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.