Financial Service Specialist - Mills River, NC

Description

Job Description Statement 

To provide exceptional member service through all delivery channels, processing member requests such as account opening and maintenance, phone inquiries, loan requests, and all other services related to credit union products.

Essential Duties and Responsibilities 

• Provides member service by taking and processing account and loan applications.
• Provides accurate and detailed recommendation write-ups, consistent with CCU loan policies, to the Consumer Credit Department to expedite the decision-making process. 
• Provides excellent member service by resolving member problems.
• Educate members on available credit union services and make recommendations based on their needs.
• Services all member requests related to branch operations.
• Ensures all policy and regulatory documentation is completed thoroughly and accurately.
• Performs all Member Service Specialist (teller) functions as needed.
• Maintains professional and technical knowledge by participating in educational opportunities as necessary. 
• Complies with all governing regulations, specifically the Bank Secrecy Act (BSA), OFAC and the Patriot Act requirements. Understands and complies with all state and federal regulations and laws. 
• Performs any and all duties assigned by supervisor.

Qualifications

Required Performance Skills/Abilities

• Ability to manage time; coordinate several projects at once; multitask.
• Maintain a professional appearance in accordance with established dress code policy.
• Technological skills and knowledge, including computer literacy.
• Ability to collaborate with all levels and departments of the organization.
• Exceptional attention to detail.
• Ability to effectively communicate both verbally and in writing.
• Maintain positive relationships. Problems or questions are courteously and promptly addressed and resolved.
• Ability to demonstrate flexibility and reliability.
• Ability to perform duties with minimal direction.
• Strong knowledge of financial products and services.
• Analyze situations quickly and objectively, apply appropriate elements of decision-making and determine the proper course of action
• Possess strong skills in problem solving and critical thinking. Uses sound judgement when making decisions and works well under pressure.
• Travel required between branches, as necessary. Must have reliable transportation and must be able to travel to other branches on short notice or as scheduled.
• Maintain high levels of ethics and integrity.

Education and/or Experience

• High School graduate or equivalent. 
• Two or four-year business degree preferred. 
• Related lending experience preferred.

Certificates, Licenses, Registrations

• Notary Public may be required based on need.