Job Description

Job Description

Job Description

BENEFIT SUMMARY

• Paid holidays; closed on Sundays
• Paid vacation, earned sick/personal time, paid bereavement leave, paid family/medical leave, short term/long term disability.
• Medical/dental insurance & vision plan (effective 1st of month after hire date). Medical deductible reimbursement program.
• Group term life/AD&D insurance; supplemental voluntary life/AD&D insurance.
• 401(k) safe harbor plan - up to 3% matching contribution, plus 3% safe harbor contribution once you have met plan eligibility requirements.
• Tuition assistance (up to $4500/yr; approval required), employee referral program (approval required).
• Benefits are subject to change, and subject to employee eligibility requirements. Please contact Human Resources for current information.

SUMMARY/OBJECTIVE
Executes administrative and technical member service associated with accounts in-person, by telephone, and via electronic communications. Serves as liaison between the member and the Credit Union. Provides a variety of transaction services to members.

ESSENTIAL FUNCTIONS

• Support credit union member relations through on-going customer contact, quality customer service, and superior product knowledge.
• Research and resolve member inquiries; escalate and follow-up as appropriate. Provide professional, prompt, efficient, and accurate service and information.
• Handles the opening/closing of accounts, CDs, IRAs, safe deposit boxes as required, and provide members with all necessary information for membership. Execute Chex Systems and OFAC inquiries.
• Promote and demonstrate electronic account information delivery systems to new members.
• Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received.
• Process check orders, and print starter checks. Process stop-payments on member checks.
• Assist the teller line as-needed, which could include pulling a cash drawer in order to maintain adequate staffing; knowledge of all functions of a teller; rotating shifts between teller line and member service desk as scheduled.
• Actively participate in exploring and uncovering financial solutions for our members as a service culture consistent with the Credit Union's business plan goals.
• Utilize pre-approval platform in order to promote and cross-sell loan products and services.
• Initiate auto, home, personal loans and lines of credit; assist borrowers with the loan application process.
• Adhere to all branch security procedures.
• Attend NBCU meetings and training, as required.
• Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including Member Identification Program for new members, accurate completion of new account activity profile, identifying high risk accounts at account opening, and reporting suspicious activities to supervisor.

QUALIFICATIONS

• High school graduate or GED.
• Minimum of two (2) years cash-handling experience is required.
• Minimum of two (2) years of customer service experience is required.
• Prior experience working in banking or finance is preferred, but not required.
• Prior teller experience is preferred, but not required.
• Basic skills related to Microsoft Office applications.

COMPETENCIES

• Positive, professional business relationships within the credit union.
• The ability to work independently and take-on additional projects as assigned.
• The ability to meet deadlines.
• Strong organizational skills.
• Excellent oral and written communication skills.
• A strong commitment to achieving personal growth and success.

OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

New Bedford Credit Union is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

New Bedford Credit Union is committed to complying with applicable federal, state, and local laws governing reasonable accommodations of individuals, including, but not limited to, the Americans with Disabilities Act (ADA) and the Pregnant Workers Fairness Act (PWFA). To that end, New Bedford Credit Union will endeavor to make a reasonable accommodation to applicants and employees who have requested an accommodation, unless doing so would an undue hardship to New Bedford Credit Union’s business operations.

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