Phoenix Branch - Branch Support Services Representative
On-sitePhoenix, Arizona, United States
Phoenix, Arizona, United StatesOn-siteFull TimeSmall
Full TimeSmall
Job Summary
Conduct member services including opening and closing accounts, processing wires, and assisting with bookkeeping and checking account problems. Manage loan applications, fund loans, review title work packets, and maintain collateral insurance. Serve as a teller while cross-selling products and services to members and visiting employee partners. Handle member and employee inquiries regarding credit union services and perform assigned audits and report reviews. Requires Monday to Friday, 8:15 am to 5:15 pm schedule with occasional overnight travel for partner visits.
Required Qualifications
- High School diploma or equivalent
- Minimum of six months customer service experience
- Some loan experience
- Three to twelve months of similar experience is preferred, minimum of six months customer service experience and some loan experience
Desired Qualifications
- Be enthusiastic about what you do and have a great attitude!
- Excellent communication and public relations skills
- Good understanding of member services and products offered by the Credit Union
- Flexibility, efficiency, professionalism, and the ability to work well with others
- Comprehensive knowledge of personal computer, Excel, and Word
- Ability to conduct clear communication while maintaining professional, courteous, and friendly service to our members and co-workers
- Ability to multi-task in a faced paced environment
- Solid math and bookkeeping abilities
- Symitar experience a plus
- Prior leadership experience a plus
- Overnight travel of 1-2 days will be required for some visits
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