Position Purpose. Provides outstanding service to our members by managing the daily activity of the branch ensuring credit union policies and procedures are followed and members are served professionally. The manager is responsible for achieving assigned branch loan and member service goals, and operating within a budget plan. The manager also ensures that each member contact builds relationships between the member and Carter Credit Union. The ma...
Position Description. This position is the primary contact a member has with the credit union. This contact may be by phone, in person or through interactive teller machine technology. ITM Agent will provide engaging member centric service to our members virtually, via video. The bilingual ITM Agent will assist members with financial transactions, providing member support via telephone, and email, resolving account and loan-related issues as need...
Job Description. The primary responsibility of the position is assist members in making loans and or establishing membership with the credit union by taking applications, processing approved applications, completing all necessary forms. Provides a variety of transaction services to members and promotes credit union products and services that would assist the financial growth of the member. May process teller transactions and balance cash drawer d...
Job description. POSITION PURPOSE. The Branch Concierge is responsible for managing and directing branch traffic flow, proactively engaging members, and bringing the Carter Brand to life. This role identifies service and product needs. This role acts as the first touch point and is expected to assist and provide members with their inquiries in an accurate, professional, and timely manner. The role is expected to provide members and potential memb...
