FINANCIAL SERVICES SPECIALIST

Occupational Summary

• Performs duties in the Call Center, Lending Area or Operations Department as assigned.
• Provide accurate and detailed information to credit union members concerning credit union services and policies to include : shares, audio express, share drafts, certificates, IRA's, payroll deduction, loans, Visa, and automated teller machine cards.
• Receive members in person or by telephone and greet members, and in turn, handle the transaction requested or direct them to the proper person. Insure that all requests for services by members are processed in a timely manner in accordance with credit union policies and procedures.
• Responsible for marketing credit unions products and services by cross-selling.
• Operate and maintain a working knowledge of the data processing system as it relates to the daily operations of the credit union. This includes the ability to enter all transactions, deposits, withdrawals, and maintain accounts.
• Act as the "personal image" of the credit union by greeting members, either in person or by telephone, in a warm, courteous manner so as to promote good will among them.
• Conduct loan interviews and, as authorized, approve and process loan applications in a timely manner in accordance with credit union policies and procedures and all applicable laws.

CALL CENTER

LENDING AREA

Register with the Nationwide Mortgage Licensing System and Registry as a mortgage loan originator in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the "SAFE Act"). Any discrepancies in the background check could include disciplinary action up to and including separation from employment.

Perform other duties as may be required or requested by the Director of Lending.

OPERATIONS

Education : High School diploma or equivalency required. Business or technical training desired.

Experience : Two years financial institution experience required. One year of credit union experience required.

Job Knowledge : Must have complete knowledge of credit union policies and procedures and applicable credit union law. Must be knowledgeable of credit union services, interest rates, and have the ability to counsel members on investment accounts.

Abilities and Skills : Must have the ability to communicate effectively with others by telephone or in person. Must be able to grasp the effects of member requests as they relate to individual accounts.

Essential Functions : Speech, Sight, Hearing, Dexterity, Mobility, Stooping, Bending, Sitting. Must be able to lift up to 30lbs.

Working Conditions : Must be willing to work overtime during peak periods.

Anticipated Pay Range :

Duke University provides an annual base salary range for this position as USD $18.00 to USD $26.62. Duke University considers factors such as (but not l imited to) scope and responsibilities of the position; candidate's work experience, education / training, and key skills; internal peer equity; as well as market and organizational considerations when extending an offer.

Your total compensation goes beyond the dollars on your paycheck. Duke provides comprehensive and competitive medical and dental care programs, generous retirement benefits, and a wide array of family-friendly and cultural programs to eligible team members. Learn more at : https : / / hr.duke.edu / benefits /

Essential Physical Job Functions : Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and / or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

Education

Work requires skills and knowledge normally acquired through a high school diploma or equivalent. Completing of all STAR courses required.

Experience

Work requires two years of experience in a financial institution withone year being credit union experience. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND / OR EXPERIENCE

Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends onthe robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions : Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and / or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.