Essential Federal Credit Union
  • 09-Feb-2018 to 28-Feb-2018 (MST)
  • Towne Center
  • Baton Rouge, LA, USA
  • Hourly
  • Full Time

Employees are eligible for benefits after 60 days of employment.


POSITION PURPOSE:

Responsible for explaining and cross selling Credit Union services and products to existing and potential members in order to establish account relationships. Responsible for responding to member's requests, inquiries and/or problems relating to products, services and procedures applicable to both the depository and lending functions. Responsible for E-Service programs.

ESSENTIAL FUNCTIONS AND BASIC DUTIES:

  • Receives member telephone calls that are originated in the call center queue.
  • Responsible for ensuring calls are handled thoroughly and concisely. Verifies information with member prior to disconnecting any calls.
  • Explains and cross sells Credit Union products and services to members and potential members.
  • Delivers exceptional member service at all times.
  • Responsible for monitoring call volume and seek assistance during periods of high volume.
  • Responds to members' requests, inquiries and problems. Solves issues related to either depository or lending functions.  Notifies the Call Center supervisor if a problem, dispute or complaint can not be resolved at Call Center Representative level.
  • Updates productivity log, pipelines reports, and member call back list daily.
  • Originates, process, and obtains loan approval for loan applications taken by phone, fax and/or Internet. Responsible for completing loan files and complying with audit guidelines.
  • Process loan applications within lending guidelines. Recommends alternatives for members not qualifying for loans.
  • Supports Credit Union service initiatives such as online services (bill pay, epal, instant messaging, online applications and etc).
  • Identifies sales opportunities and markets Credit Union products by telephone.
  • Participates in various inbound/outbound campaigns to foster member retention and generate sales.
  • Executes teller transactions, account transactions and loan transactions in a timely and accurate manner.
  • Continually keeps up to date with regard to services and product knowledge in order to handle most inquiries with minimum supervision.
  • Able to serve as back up to MSR lending staff.
  • Responsible for maintaining written procedures for position. Ensures regulatory procedures are followed in accordance with Federal and State Regulations
  • Knowledge of Bank Secrecy Act.
  • Knowledge of Reg CC holds.

 

NOTE:  THE LIST OF ESSENTIAL FUNCTIONS IS NOT EXHAUSTIVE. 

 

MINIMUM ABILITY, SKILLL, AND KNOWLEDGE REQUIREMENTS:

  • High school diploma
  • Some college level preferred
  • 2-3 year of pervious lending experience in a financial institution setting.
  • Six (6) months Credit Union member service experience.
  • Ability to multi task, write short correspondence, present information to the members, and cross sell Credit Union products and services.
  • Problem solving and solid decision making ability
  • Excellent written and verbal communication skills
Essential Federal Credit Union
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