Financial Service Specialist (Arden, NC) Position Available In Buncombe, North Carolina
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Job Description
Financial Service Specialist (Arden, NC) Champion Credit Union – 3.5
Arden, NC Job Details Full-time Estimated:
$39.9K – $52.4K a year 1 day ago Qualifications Computer literacy Writing skills Mid-level High school diploma or GED Bachelor’s degree Computer skills Certified Notary Public Lending Business Full Job Description Job Description Statement To provide exceptional member service through all delivery channels, processing member requests such as account opening and maintenance, phone inquiries, loan requests, and all other services related to credit union products. Essential Duties and Responsibilities Provides member service by taking and processing account and loan applications. Provides accurate and detailed recommendation write-ups, consistent with CCU loan policies, to the Consumer Credit Department to expedite the decision-making process. Provides excellent member service by resolving member problems. Educate members on available credit union services and make recommendations based on their needs. Services all member requests related to branch operations. Ensures all policy and regulatory documentation is completed thoroughly and accurately. Performs all Member Service Specialist functions as needed. Maintains professional and technical knowledge by participating in educational opportunities as necessary. Complies with all governing regulations, specifically the Bank Secrecy Act (BSA), OFAC and the Patriot Act requirements. Understands and complies with all state and federal regulations and laws. Performs any and all duties assigned by supervisor. Credit Union Branch Staff Standards Represents the Credit Union in a courteous and professional manner. Assumes responsibility for establishing and maintaining effective, professional business relationships with members. Ensures members are greeted and welcomed to the credit union in a friendly and professional manner. Complies with credit union operations and security procedures by participating in dual-control functions and by maintaining awareness of all credit union safety and security policies and procedures. Understands and complies with branch opening and closing procedures. Maintain thorough understanding of products and services and ensures that all members are informed as needed. Proactively promote and cross-sell products and services based on member needs. Maintains privacy of member account information. Ensures that the Credit Union’s quality reputation is maintained and protected. Ensures work area is clean, secure, and well-maintained. Ensures that member requests and questions are promptly resolved. Actively promotes a positive team environment within the branch and with other departments to ensure delivery of high-quality service. Contribute to team effort by participating in credit union events, promotions, etc. and by projecting a positive attitude to members and staff always. Attends meetings and in-house training, as required. Education and/or Experience High School graduate or equivalent. Two or four-year business degree preferred. Related lending experience preferred. Certificates, Licenses, Registrations Notary Public may be required based on need. Required Performance Skills/Abilities Ability to manage time; coordinate several projects at once; multitask. Maintain a professional appearance in accordance with established dress code policy. Technological skills and knowledge, including computer literacy. Ability to collaborate with all levels and departments of the organization. Exceptional attention to detail. Ability to effectively communicate both verbally and in writing. Maintain positive relationships. Problems or questions are courteously and promptly addressed and resolved. Ability to demonstrate flexibility and reliability. Ability to perform duties with minimal direction. Strong knowledge of financial products and services. Analyze situations quickly and objectively, apply appropriate elements of decision-making and determine the proper course of action Possess strong skills in problem solving and critical thinking. Uses sound judgement when making decisions and works well under pressure. Travel required between branches, as necessary. Must have reliable transportation and must be able to travel to other branches on short notice or as scheduled. Maintain high levels of ethics and integrity.