Universal Employee
On-siteKaukauna, Wisconsin, United States
Job Summary
Assist members with transactional needs in person and over the phone, including deposits, withdrawals, loan payments, check cashing, and transfers. Process account maintenance items such as stop payments, ACH items, wire transfers, and discrepancies. Interpret documents and make decisions based on policies, while promoting consumer loans, debt protection, and savings products. Build financial relationships using a member advocacy approach, refer members to mortgage lenders and financial solutions, and correspond on eligibility and credit denials. Balance cash drawers, operate a cash recycler, and attend meetings to stay updated on regulations like the Bank Secrecy Act.
Required Qualifications
- Ability to read, write, and comprehend detailed and technical instructions, short correspondence, and memos
- Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals
- Ability to pass a federal criminal background check
- Be listed on the Federal Mortgage Loan Officer registry as required by The S.A.F.E. Act
- Ability to operate an on-line computer terminal, word processing, email, and adding machine
- Comprehensive knowledge of the products, services, and procedures needed to process transactions
- Ability to concentrate on and pay close attention to detail for over fifty percent of work time
- Ability to closely examine documentation
- Ability to multitask and switch from one task to the next easily
- Analytical ability necessary to research and resolve member problems and determine the appropriate course of action
- Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members in various degrees of stressful situations
- Strong communication/listening skills to deal diplomatically and effectively with sensitive situations
- Strong motivation and sales skills
- Ability to exercise a high degree of independent judgment when addressing member concerns
- Supportive of the overall business objectives
- Occasional travel for training, meetings, and assisting other locations
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