SR Member Service Generalist - Cecil County

Description

SUMMARY : Under the general supervision of branch management, initiate and build strong relationships with new and existing members by generating loan and deposit volume. Utilize credit union philosophy, uncover member needs and customize recommendations to improve financial well-being. Perform teller transactions and savings and loan maintenance for members. Assist branch management in developing a strong member focus among staff through coaching conversations. Supervise branch staff and coordinate daily workflow.

ESSENTIAL DUTIES & RESPONSIBILITIES :

Member & Teller Service :

• Provide consistent, courteous and personal service to members.
• Develop strong member loyalty by interacting with members, anticipating their needs and offering credit union products and services, to include outbound calls to existing / prospective members to develop needs and solicit new business.
• Demonstrate the use of automated services to new and existing members in order to increase the percentage of members oriented to alternative channels.
• Open new accounts, service existing accounts and complete transactions such as deposits, withdrawals, loan payments and check cashing for members.
• Resolve account problems and address concerns of dissatisfied members within established guidelines.
• Perform routine maintenance on deposit accounts, certificates of deposit and individual retirement accounts.
• Perform all daily teller duties to include opening, closing and balancing of the branch accurately.
• Consistently deliver quality member service, leading by example for other branch staff.
• Observe all safety and security policies and procedures and act as a lead in the dual control process.
• Demonstrate sound decision making by exercising authority to make exceptions on check holds and overrides.

Sales Expectations :

Loan Service :

Membership Development :

Quality Control :

Leadership :

Other :

ADDITIONAL : Responsible for completion of applicable training and compliance on federal regulations and APGFCU policies and procedures as related to the duties of this position (Bank Secrecy Act, Information Security as examples, if applicable).

QUALIFICATIONS :

EDUCATION : High School Diploma or equivalent with additional specialized training equivalent to two years of college. Experience can be credited in lieu of education. Continuing education preferred.

EXPERIENCE : A minimum of four years of sales experience with financial institution products and services, including interviewing loan applicants, and meeting sales goals for deposit, credit and automated products preferred. Six months supervisory experience preferred.

KNOWLEDGE, SKILLS, AND ABILITIES : Have knowledge of financial institution products and services, skills in communications, customer service, human relations, on-line computers and business math. Have an ability to work independently and as part of a team and problem solve. Must be numbers and detail oriented and have ability to multi-task.

PHYSICAL DEMANDS : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stoop, kneel, or crouch. The employee must occasionally lift and / or move up to 30 pounds. Specific vision abilities by this job include vision, distance vision, color vision, peripheral vision, depth perception and the ability to focus.

Compensation information : Offers are based on experience and education.

$22.91 - $28.64 hourly (On-site)

APGFCU provides comprehensive benefits such as : medical and dental (shared expense), vision, 401(k), life and disability insurance, flexible spending account, employee assistance program, referral program, educational assistance, holidays, annual leave and sick leave.

APGFCU is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability to Protected Veteran status. Please use the attached link to view the EEO law poster

APGFCU is committed to working with and providing reasonable accommodations to persons of all abilities, including persons with disabilities. If you need a reasonable accommodation for any part of the employment process, please send to the Human Resources Department and let us know the nature of your request and your contact information. Reasonable accommodations are considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodations will be responded to from this e-mail address.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.