Member Service Officer I (Hunting Park)
Employment Type : Full-Time
American Heritage Credit Union, a $3 billion financial institution has an excellent opportunity available at our Hunting Park Branch as a Member Service Officer!This position provides an provide a ultimate level of service to the members, clients, and employees of American Heritage Credit Union.
Responsibilities Include:
- Thorough knowledge of all credit union's products and services
- Open new accounts, certificates of deposit, MM, Cash Management Accounts, IRA's Club accounts, S/D, complete necessary paper work for ACH and payroll deductions, obtain notary, input mortgage applications, and cross sell products and services to meet the financial needs of member's.
- Ability to analyze and identify member's questions/problems and offer/cross-sell a product or service that would meet the members financial needs with the assistance of ACS and Data Verity.
- Process loan applications, input data, review loan policies, and options with member, prepare supporting loan documentation, submit to a loan officer for approval or denial, prepare loan documents for signatures and disbursement insuring accuracy and completeness of loan, and process denials as necessary.
- Perform routine audits and assist in the preparation of month-end reporting.
- Perform routine member transactions, phone and mail transactions. Teller/Cash handling and Sales experience preferred.
- Cross-train in performing routine transactions on accounts, including but not limited to cash handling, check 21, shared branching, soft phones, PAT, etc. via branch or Contact Center communications, and research member inquiries including follow up to ensure member satisfaction.
- Process request for changes and maintenance to accounts, check orders, and Check Card applications.
- Assist with balancing/settling the Vault, ATM, PAT and provide basic maintenance and repair.
- Must be cross trained on teller transactions in order to assist Teller Line as needed.
QUALIFICATIONS
- Professional, well-developed interpersonal skills essential for serving members and projecting a positive image as a representative of the Credit Union.
- At least one year of experience in a lending department or branch office of a credit union or financial institution.
- Must obtain FICEP Certification
- Knowledge of member interviewing skills and a good strong understanding of sales and service.
- Excellent communication skills
- Provide leadership and assistance to Branch personnel
- Must obtain notary
- Must be willing to attend community and Workplace Partner events.
- Must be willing to accept temporary or permanent reassignments and/or be willing to travel to other branches within the region as deemed necessary or appropriate by the employer to meet its business needs.
EDUCATION
- Requires education equivalent to a four year high school diploma
WORK HOURS
- Full-Time position - Must be available for rotating late nights during the week
- Rotating Saturdays 9AM - 3PM