Member Service Consultant I (Oak Ridge Branch)

Company: Y-12 Federal Credit Union
Location: Oak Ridge
Posted on: June 12, 2021

Job Description:

POSITION SUMMARYThe purpose of this position is to process member's requested financial transactions, resolve problems, and answer questions; to identify and suggest financial services that would improve our members' lives. Provides prompt, professional and courteous support and assistance to internal departments, retail branches and members.Reports to: Branch Manager Supervises: 0ESSENTIAL FUNCTIONS1. Conduct all member account functions, including processing requests for new services, providing counseling, and cross-selling appropriate credit union products or services to benefit the member and achieve established sales goals.2.Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.3.Accurately receive, inspect and verify cash and negotiable instruments for deposit, accept loan payments and a variety of other monetary transactions as directed and in accordance with established policies and procedures. Balance transaction input at the end of each workday.4.Perform additional job duties as assigned by the manager.EDUCATION/ EXPERIENCEA high school education or GED.One year to three years of similar or related experience.OTHER SKILLS AND ABILITIESCourtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.Ability to accurately process account entries and transactions, write routine reports and construct basic professional and grammatically correct correspondence. Ability to speak effectively to members and employees of the organization. Ability to read and interpret basic forms and documents, operating and maintenance instructions and procedure manuals.Ability to add, subtract, multiply and divide in all units of measure using whole numbers, fractions and decimals. Ability to compute rate, ratio and percentages.Ability to apply reasonable understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving variables in situations.Maintains a positive attitude with employees and members and remains flexible while focused on accepted practices, policy, productivity and effectiveness.Promotes awareness of the credit union mission and branch statement to the credit union membership.PERFORMANCE MEASUREMENTS:To deliver high quality service by meeting the following service standards: I will identify your financial needs and offer a solution that will improve your financial life.I will provide you with accurate and timely information.I will express my appreciation for your business.I will treat you with respect and maintain the highest standard of professionalism.I will always call you by your name.I will take ownership of your request.Within established levels of authority, process member's financial transaction, resolve problems, and answer questions regarding Y-12 Federal Credit Union products and services.Actively participate in branch/department and staff meetings in order to maintain awareness of organizational issues and promotional campaigns. Remain current on changes in policies, procedures, compliance and product development.Attend continuing education classes to enhance job knowledge and performance in order to provide exceptional service to internal and external members. Take initiative for personal career development and seek opportunities to learn new skills.PHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, kneeling, stooping, crouching. The employee may occasionally lift and/or move items over 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.WORK ENVIRONMENT:May be exposed to mild to moderate stress levels associated with the performance of the job duties as described.We are an EEO EmployerAll descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Supervisors as deemed appropriate may assign additional functions and requirements. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Keywords: Y-12 Federal Credit Union, Knoxville , Member Service Consultant I (Oak Ridge Branch), Other , Oak Ridge, Tennessee