Senior Branch Member Account Specialist
***Eligible for Sign-On Bonus***
Provides exceptional member service by performing transactions and adherence to exceptional service expectations from Trusted Advisor training. Assist, review, and correct member statements, overdrawn accounts, and related member accounting problems. Using appropriate equipment and software, obtain member's status, input information, and obtain withdrawal checks. Assist members in setting up new accounts, balancing of checkbooks, IRA’s, shares and CD’s. Process death claims and provide general credit union information; cross-sell products and services. Interview members for consumer loans (not to include any residential mortgage lending), review loan applications, refer applications to Loan Officer pursuant to credit union policies. Maintain equipment and files necessary to keep accurate records.