Universal Banker (Relationship Specialist)

Relationship Specialist

Omaha, NE

Description

The successful candidate for this position will provide member transaction and account related services and assistance by determining the members needs in person, over the phone, and through electronic communication. The individual will process requests in a friendly, professional, accurate, timely, and efficient manner.

This position will also promote, advocate, and deliver all deposit related products and services including, but not limited to savings and checking accounts, debit cards, certificates, and referrals to a lender for loans or other needs. Other assigned tasks may include, but are not limited to, new member follow-up support, mortgage processing support, quality control audits and reviews, credit union technology support, and other tasks which contribute to an overall high quality member experience.

Primary Functions

• Establish, develop, and maintain strong member relationships through face-to-face interactions, telephone communications, and written correspondence in addition to providing a consistent level of service which is timely, thorough, and responsive to all members.
• Represent the Credit Union in meeting a broad range of financial service needs.
• With limited supervision, responsible for servicing the needs of existing and prospective members, as well as referral of related services.
• Identify situations when it is best to refer a member to other personnel to effectively exceed the member expectations.
• Interaction with management and other Credit Union staff to achieve the highest level of Credit Union service to members.

Key Areas of Responsibility

• Primary teller in the branch which may include opening or closing the branch location independently and / or without supervision.
• Responsible for performing and facilitating a wide range of account related transactions daily in person, over the phone, or through electronic communication.
• Will have vault combinations/responsibilities which include maintaining cash, buying and selling cash, and cash related audits.
• Provides a consistent and professional level of quality service which is timely, thorough, and responsive to all members.
• Respond to routine requests and inquiries to resolve member concerns or complaints with Credit Union services, products, or software.
• Establishes, develops, and maintains strong member relationships by providing a consistent quality level of service which is timely, thorough, and responsive to all members and exceeds expectations.
• Take ownership of member problems, concerns, or complaints until they are resolved to the members satisfaction which includes involving management or other resources when necessary.
• Recommend products and services which fulfill the members need.
• Look for and act upon new product and service referral opportunities to meet established goals.
• Provide other teller support services as needed to meet the needs of each member.
• Record all types of account transactions into the Credit Union accounting system and maintain a high degree of accuracy in performing member account transactions and accounting for cash.
• Work on a variety of special projects that may be assigned to support Credit Union operations.
• Provide administrative support for management personnel as needed.
• Present a professional image of Four Points Federal Credit Union and provide a service experience which exceeds member expectations.

Requirements

• High school diploma and minimum one year experience in a cash handling environment, or equivalent. College level coursework and / or finance experience preferred.
• Working knowledge of credit union products and services.
• Strong service, verbal and written communication, and effective team skills needed.
• Effectively utilize computer technology and a wide variety of software applications and accounting systems.
• Organizational and time management skills.
• Present a professional and friendly image of Four Points Federal Credit Union and provide service which consistently exceeds member expectations.

Compensation details: 19.5-22 Hourly Wage

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