This role will provide excellent member service to Credit Union members and associates of The Coca-Cola Company. Responsibilities include teller balancing, processing transactions, open accounts, close accounts, cross-sell appropriate products and services, provide solutions and resolve account concerns.
Key Duties and Responsibilities
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Having working knowledge of and follow all relevant Standard Operating Procedures and Work Instructions.
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Have advanced knowledge of deposit products capabilities.
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Support Members and staff upon request and provide personal and responsive service and assistance to each to adequate resolution.
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Answer member and staff questions pertaining to problem resolution of products, services and offer most effective solution in a timely manner.
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Respond to member needs by phone or in writing or forward/refer as appropriate, in a timely manner.
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Troubleshoot issues and resolve to member’s satisfaction.
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Process and support selected products; Remote branch capture.
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Maintain thorough knowledge of all products and services to effectively cross-sell. Monitor & review accounts and member needs in order to cross-sell services that the Credit Union has to offer to members and associates.
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Maintain marketing materials and other supplies at workstation to provide information to members or potential members’ upon request.
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Communicate effectively with members, associates, co-workers both verbally and in writing.
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Be knowledgeable of the rules and regulations and the policy set forth by the Credit Union Board (i.e., knowledge of confidentiality, cash handling standards/policies, Reg CC-Funds Availability, Bank Secrecy Act, Reg DD-Truth-In-Savings, Reg J-Wire Transfers, Reg D- Reserve Requirements/Transaction Limitations, Reg E-Electronic Funds Transfer and general lending policies and procedures).
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Protect the assets of the Credit Union by following the policies and internal control guidelines outlined by the Board of Directors and Management of the credit union.
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Assist the Manager in carrying out special assignments and other duties as assigned.
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The ability to work without close supervision.
Technical Skills
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Effective verbal and written communication skills.
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Knowledge of Microsoft Word, Excel and Data Processing System Software.
Minimum Education & Related Work Experience
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At least 1 year experience in a banking role in branch operations (preferred) and a high school diploma or GED required.
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Knowledge of financial products and services.