JOB FUNCTIONS ================= Proactively and successfully meet individual sales and production goals as well as contribute to individual branch and overall credit union goals. Maximize opportunities to gain and grow member wallet. Recommend and refer cross sell opportunities as appropriate.…
JOB FUNCTIONS ### Technical Support & Troubleshooting Respond to and resolve incidents and service requests via phone, email, or ticketing system. Troubleshoot hardware, software, network, and application issues across Windows, macOS, and mobile platforms. Perform root cause analysis and document…
JOB FUNCTIONS Interview members applying for residential mortgages to make certain all pertinent information/data is collected. Perform preliminary analysis of mortgage applications to make certain that member(s) qualifies for the loan based upon the information provided at the time of…
JOB FUNCTIONS ================= Assist team members and borrowers in all aspects to process a Mortgage Loan Application. Aids with questions both over the phone and in person. Help members assess all loan documents needed to meet guidelines and complete the…
JOB FUNCTIONSWork incoming leads and make outbound sales calls to generate production to consistently achieve minimum new business premium goals. Process insurance requests, review existing insurance policies, sell additional insurance products/coverages to fill additional needs, and requote as necessary to…
JOB FUNCTIONS ================= Proactively and successfully meet individual performance goals while contributing to branch and credit union goal. Leverage member engagement strategies to build meaningful relationships, identify needs, and deliver personalized solutions. Actively support membership growth through referrals and community…
JOB FUNCTIONS ================= Responsible for answering incoming calls while maintaining excellent member service. Responsible for verifying the members identity, determining the needs of the member and, resolves members concern without transferring the member when appropriate. Responsible for responding professionally to…
JOB FUNCTIONS In real time, virtually processes member transactions including, but not limited to, deposits, payments, transfers, and withdrawals from a remote location by means of the Personal Teller Machine (PTM) system. Ensures that proper identification and endorsements are obtained…