Meet with members of the credit union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the members’ daily needs. Provide a variety of transactional services to members including loan interviews and loan closings.
Duties and Responsibilities:
Provide in-person and by-telephone general and specific service-related information concerning credit union products or policies.
May reply to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.
Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership.
Educate members on credit union products and services based on member’s needs that are obtained from member interviews and/or review of member’s account.
Assist members in balancing their accounts.
Assist members in opening certificates of deposits (CDs) and individual retirement accounts (IRAs) and further documentation of deposits/withdrawals.
Perform any and all other duties as assigned by supervisor.
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