Expected Outcomes

• Enhanced Reputation: Summit's reputation is strengthened through effective communication and efficient handling of referrals from initial contact to completion.
• Regulatory Compliance and Growth: Summit remains compliant and well-positioned for growth by staying current with regulatory and industry standards, ensuring accurate documentation and communications.
• Achievement of Financial Goals: Treasury management sales, deposit, and fee income goals are met or exceeded by providing exceptional member service, promoting the full suite of treasury management products/services and deposit accounts, and effectively cross-selling to current members and target markets.
• Expanded Member Relationships: Member relationships are expanded through prompt and effective problem resolution, including thorough research and timely responses to issues.
• Smooth Treasury Management Operations: Treasury Management functions smoothly with highly responsive and accurate support for the Treasury Sales and Operations teams, ensuring tasks are completed on time.

Capability Requirements

• High School Diploma or general education degree (GED)
• One or more years of financial services experience in business sales support; or combination of applicable work experience and education.
• Enjoys working with members and demonstrates excellent interpersonal skills
• Working knowledge of computers and business software (Excel, Word) and the ability to learn new technologies and proprietary software. Ability to operate general office equipment.
• Strong communication and organizational skills.
• Solid understanding of financial products and services.
• Close attention to detail and accuracy and maintains member confidentiality.
• Aptitude for business sales, finance, and financial services.
• Able to work effectively and efficiently, both individually and as a team contributor.
• Contributes to the fulfillment of Credit Union goals and objectives.
• Ability to work in fast-paced environment and under pressure, as needed.
• Must have regular attendance at the job site.
• Must be knowledgeable of regulations and follow Credit Union policies and procedures to assure proper documentation and compliance.

The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job.

Required Statement Sections

• Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.
• Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
• Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.).
• EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.