Personal Financial Officer (BIL SPN)-Garth Rd (BIL SPN) in Baytown, Texas at Community Resource Credit Union

E

50%

Assesses members needs and recommends appropriate deposit, loan, investment, insurance, electronic or other products and services of the Credit Union. Identifies and acts on product and sales opportunities consistent with established sales standards/objectives. Opens new accounts, which includes savings, checking, money market, certificate of deposits and IRAs, and all account maintenance.

E

15%

Conducts orientation interviews on credit union services and programs with each new credit union member. Follow’s-up on all sales leads and member referrals.

E

10%

Responds to and resolves all sales and service related issues in a timely manner.

E

5%

Performs bookkeeping duties, which includes, ordering copies of checks, placing stop payments, order member checks, account reconciliation, and notary work. Accurately issues and re-pin ATM and Mastercard Debit Cards.

E

5%

Stays abreast of all credit union products and services.

E

5%

Represents the Credit Union in the community and actively solicits new members. Responsible for staying abreast of other local financial institutions products and services.

E

5%

Serves as a Mentor, providing guidance, feedback, and support to new employees during their training period as needed.

N

5%

Performs all other duties as assigned.

1.

Provides accurate, courteous, friendly, timely and professional service to all members.

2.

Assists members waiting in the lobby in a prompt manner.

3.

Expands members relationships by determining members needs for other products and services/cross sell as appropriate to meet credit union goals and individual goals.

4.

Prepares loan documents, reports, and new accounts in a timely fashion, with zero errors.

5.

Responds to all telephone messages and correspondence.

6.

Answers the telephone within three rings.

7.

Responds to all telephone messages within 24 hours or less.

8.

Processes member transactions with zero errors.

9.

Maintains a professional work environment and businesslike appearance.

10.

Maintains effectiveness in varying environments, tasks, responsibilities and people while still completing assignments in a timely manner.

11.

Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.