Regional Financial Service Associate
Five County Credit Union
- Topsham, ME
- Permanent
- Full-time
- Actively identify and successfully cross sell products and services that contribute to the financial well-being of members.
- Demonstrate the ability to successfully perform all functions and responsibilities expected of a Service Associate 2.
- Accurately prepare and open new consumer accounts, identify and collect required documents needed for each account type opening, and onboard the new member with a suite of products.
- Process account applications in accordance with credit union policies including performing all required and regulatory verifications.
- Assist members with a variety of account requests, resolutions, and inquiries including, but not limited to, adding or removing owners, account changes, and service set ups.
- Able to open and close sub accounts, including certificates, money markets, clubs and SHIP accounts, and explain the account features and benefits to members.
- Open and explain features of tax advantaged accounts such as IRAs and HSAs.
- Demonstrate the knowledge and ability to perform introductory loan functions such as keying loan applications and discuss general rate and term information with members.
- Assist with balancing, posting, troubleshooting, and auditing of ATMs, ITMs, and cash recyclers.
- Maintain knowledge of the payroll process for direct deposit and payroll deductions.
- Demonstrate and maintain the ability to independently locate and utilize available resources when resolving common member issues.
- Refer non-standard transactions or issues to the supervisor for assistance.
- Respond to changes in organizational needs in a positive manner, while performing all other tasks as needed.
- Ensure all activity complies with applicable policies and regulations.
- Be depended upon to perform all duties as scheduled, accurately and efficiently.
- Foster and maintain effective collaborative relations within the department and with other departments.
- Represent the credit union in a positive and professional manner to the members, other credit unions, industry affiliates, the community, and all media channels including social media.