Account Solutions Representative

Description

A combination of the account advisor and teller responsibilities including welcoming and providing information to members through member service, sales, and transactions within the branch. Supports overflow from FSRs in opening accounts, and assisting sales processor. Able to communicate effectively the credit union products and identify sales opportunities. Be aware of the requirements of BSA (Bank Secrecy Act) and Regulation CC as it pertains to their daily job duties.

Core Competencies and Duties

• Greet members, general public, and vendors as they enter the credit union, determine whom they need to see and notify that person.
• Answers member inquiries concerning all our product and services, determining who is the primary person to handle the inquiry in support of both a sales and service strategy.
• Assists members with such things as setting up or changing payroll allotments and direct deposits, changing loan payment method, changing member’s address or phone number, making transfers, and other routine service issues.
• Sort incoming mail and deliveries for pick up by employees.
• Explain and set stage for sales process with FSR’s.
• Assist FSR’s as needed to new account paperwork, development and assisting in sales process.
• Assist the FSR’s in completion of loan task, loan packets, and review of loan when booked.
• Turn in documents/forms accurately and in a timely manner.
• Monitor and straighten member-waiting areas.
• Responsible for the overall experience of members while in lobby to ensure adequate wait times and insuring a refreshed, exceptional member experience.
• Open and close doors of credit union for business.
• Monitor department supplies and order as needed.
• Monitor and straighten waiting area daily.
• Maintain and adequate supply of forms to provide service to members.
• Perform other duties as assigned.
• Continuously add to, modify, and update BOB throughout the year

MSR Duties

• Perform transactions as requested by members to include: Deposits, Withdrawals, Transfers, Payments, Statement Prints, etc.
• Provide professional service to the members.
• Cross sell other credit union services.
• Open new products to include: Time Deposit, Money Market, and club accounts.
• Close accounts as requested.
• Ensure consistent implementation of Hold Policy.
• Utilize loss prevention measures to minimize losses including the review of all negotiable instruments involved in transactions.
• Perform Mail transaction requests to include posting payrolls for SEGs.
• Perform Night Depository functions in a timely manner.
• Assist and perform administrative functions to include: Indexing of documents, Microfilming, Fund Transfers (wires), ATM balancing, Travelers Check transmissions and Office Balancing.
• Monitor and maintain reception area to include up to date service information.
• Assist Cash Department Supervisor in attaining monthly departmental goals.
• Other duties as requested.

Requirements

Knowledge, Skill, and Ability

• Multi-tasking ability to serve members in an exceptional manor across a wide range of products and issues.
• Knowledge of all credit union products and services.
• Ability to be the “face” of Partner for members, acting with integrity, urgency, and dependability.
• Ability to perform basic mathematical calculations with speed and accuracy.
• Must have manual dexterity to input data via keyboard (i.e. computer, calculator, typewriter and telephone).
• Visual ability to interpret data from CRT screen or written documents.
• Ability to communicate clearly, concisely, and professionally in verbal and written form.
• Ability to tactfully question or actively listen to members, to determine specific need/concerns.
• Must be able to prioritize and organize multiple tasks effectively.

Education or Formal Training

• High School or equivalent.

Experience

• Six months of similar or related experience required.

Compensation & Benefits

Starting hourly rate - $18.39+ depending on experience

Being a part of Partner Colorado CU has its benefits. We offer valuable benefits designed for you, your family, and your life. Our plans are cost-effective, convenient and provide ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. There is a potential for Annual Performance Bonus, Medical Plans, Dental, Vision, HSA, 401(k) match, Life/AD&D, Accident, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Identity Theft, Paid Time Off, Paid Holidays, Personal and Professional Development.

Working Environment

• The physical demand described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth vision, and the ability to adjust focus.
• The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• The employee is required to travel, by auto, to various branch locations as determined by staff training needs.