Experience and Skills
POSITION SUMMARY:
At Premier Members Credit Union, we live our mission and corporate
philosophy daily by demonstrating B.R.A.V.E. -
Build Relationships and
Add Value Every
day. In Branch Operations, we deliver world-class service to all of
our members by “Being Premier.” We embrace individuals who believe in
being Premier by displaying Member Focus, Going the Extra Mile, Build
Strength Through Teamwork, Taking Ownership and Being a Lifetime Learner
ESSENTIAL FUNCTIONS:
- Build member relationships that deliver value and demonstrate that
we care by fostering a positive environment and giving exceptional
member service
- Presenting oneself in a professional manner in all interactions
and communications while displaying the highest level of quality,
honesty, integrity, and confidentiality
- Maintain member and Credit Union privacy, security, and confidentiality
- Responsible and compliant with Regulations, Policies and Procedures
- Responsible for outside Business Development, outbound call
efforts and participate in PMCU Community Outreach programs
- Greet and welcome every member, acknowledge by their name if known
- Accountable for day-to-day interactions between members,
co-workers, managers, and volunteers
- Assist members in achieving financial goals and objectives by
offering PMCU products and services
- Work with team members, management, departments, and business
partners to promote a service culture which provides prompt,
accurate and effective member service
- Provide additional support and/or overflow assistance to the
Contact Center as requested
- Exercise appropriate judgment when seeking guidance, support,
and/or direction
- Knowledgeable of our online and mobile banking to assist members
as needed
- Perform opening and closing procedures
- Assure that proper cash handling procedures and dual controls are
being followed according to policy and guidelines
- Process a variety of transactions and member service items while
providing members with a positive experience each and every time
- Responsible and knowledgeable of vault teller duties and functions
to include but not limited to balancing vault, cash buys/sells,
preparing tickets to Fed, cash orders, CDM and Cash Recycler
operation, daily cash levels and balancing
- Teller line support will be necessary
- Responsible for the completion of month end tasks and branch
audits in accordance with procedure
- Responsible for ensuring all PMCU quality control standards are
consistently achieved
- Open new memberships to include but not limited to consumer,
minor, business, special entity, CUTMA, trust, estate, memorial,
probate, and representative payee, IRA/HSA
- Responsible for loan generation and goal requirements set forth by
the Credit Union through in branch member traffic and business
development opportunities
- Responsible for HELOC generation
- Assist members with all lending needs by accepting all loan
applications and collecting required documentation to present a
concise summary to underwriting
- Perform loan closings and system related maintenance on all loans
as needed
- Responsible for account maintenance on opened and close accounts
- Responsible for all member service necessary to exceed the member expectations
- Provide training, mentoring, and coaching for the frontline staff
- Complete frontline staff scheduling always ensuring adequate coverage
- Serves as a back up to the Branch Manager to include but not
limited to; daily operations, sales, and member escalations when
they are out of the office
- Perform all duties and works independently with minimal supervision
- Perform other duties as required or assigned
Knowledge, Education and skill Requirements:
- High school diploma, GED or equivalent
- 2 + years financial experience with a minimum of one year lending
experience preferred, but not required
- Demonstrate proficiency in math, cash handling and problem solving
- Excellent communication and member service skills
- High level of accuracy and attention to detail
- Excellent computer skills to include but not limited to Microsoft,
Outlook, Word and Excel
- Knowledge of regulatory and legal requirements
- Ability to pass CO state Notary Certification Program and STAMP
Program and perform Notary and Medallion Signature Guarantee services
- NMLS required
WORKING CONDITIONS
- Standard office conditions
- May require long periods of standing
- Ability to lift 25 pounds in limited situations
- Long periods of computer and member interactions
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.
The Credit Union believes that each employee makes a
significant contribution to our success. That contribution should
not be limited by the assigned responsibilities. Therefore, this
job description is designed to outline primary duties,
qualifications, and job scope, but not limit the incumbent. It is
our expectation that each employee will offer his/her services
wherever and whenever necessary to ensure the success of our
endeavors.
Job descriptions are not intended as 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.
This Job Description is not a complete statement of all duties
and responsibilities of this position and may change with or
without notice.