Job Description

General Summary

Primary Responsibilities:

• Model a high energy, world-class service and sales culture within the branch and credit union.
• Assists members with general questions related to their account and e-banking usage, primarily over the phone, but may include face-to-face or email interaction.
• Able to translate in Spanish for various departments regarding paperwork, and or questions.
• Serves as a backup for the Accounting Department.

Primary Qualifications: Passionate and enthusiastic; possess world class service and leadership skills; strong knowledge and understanding of FCCU products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Live the First Community Credit Union Mission, Vision and Values within the organization and our communities.
• Assist in branch services and operations as needed to serve our members, to include backing up the Accounting Department, teller line and receptionist area, if needed.
• Instill an energetic, world-class service and sales culture that continually strives to improve the way we serve our members.
• Assist employees/members with translating for various departments at the Credit Union
• Assist members with basic accounting questions, check clearing and deposit verification.
• Assist members with how to use e-banking services to include: home banking, bill pay, TELLER phone, e-statements and Banno.
• Download and reply to general credit union emails. Forward more complex questions to the appropriate department.
• Refer members to the appropriate credit union department based on the members needs.
• Comply with regulatory requirements and internal policies and procedures.
• Review weekly paid loan report for ACH payments and automated internal transfers. Forwards any ACH payments to the appropriate representative.
• Maintain necessary records pertaining to member, tracking, monitoring, etc, in a timely, efficient and effective manner.
• Open and close the credit union.
• Assist in promoting a positive credit union image during working and non-working hours.
• Perform other duties and responsibilities as assigned or deemed necessary in order to meet the credit union\'s goals and objectives.

Working Conditions:

Normal office working conditions with the absence of disagreeable elements.

Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

Required Knowledge, Skills, and Abilities:

• Passionate and enthusiastic.
• World-class service skills.
• Intermediate knowledge of credit union products, services, policies and procedures.
• Possess exemplary written and oral communication skills.
• Be flexible and adaptable to change.
• Strong sales and sales coaching skills.
• Knowledge of federal and state regulations relating to credit union operations management.
• Knowledge of Microsoft Office applications.
• Knowledge of intermediate math (calculations and concepts involving decimals, percentages, fractions, etc.)
• Willingness to learn new skill sets to advance in a career with First Community Credit Union.
• Typing skills desired.
• Occasional travel between branch locations (must have reliable transportation).
• Good organization and time management skills.
• Availability to work weekends and extended hours, as needed.
• Outgoing personality, with the ability to ask for new business and capable of making outbound phone calls.
• Works well with others and follows directions.
• Able to work independently.
• Detail oriented.

Education and Experience:

This position requires a high school education and two (2) years experience in a financial institution. Must be Bilingual (Spanish)

Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.

PI227206182

FIRST COMMUNITY CREDIT UNION