OTHER

FEED

UNKNOWN

Assists account holders with all routine teller machine transactions such as cash and check deposits, cash and check withdrawals, transfers, loan payments and account balance inquiries. Aid regarding plastic cards including placing orders for new cards, researching card transactions, blocking cards and troubleshooting malfunctioning cards.

Benefits: <ul><li>401(k)</li><li>401(k) matching</li><li>Competitive salary</li><li>Dental insurance</li><li>Free uniforms</li><li>Health insurance</li><li>Paid time off</li><li>Profit sharing</li><li>Tuition assistance</li><li>Vision insurance</li></ul> <h1>Teller/Account Services Representative  </h1>SUMMARY/OBJECTIVE: Under the direction and supervision of the Account Services Supervisor, this role is responsible for providing support to account holders, branches, Sunbelt Account Experts and My Teller Plus. The key areas of responsibility of this role include providing operational guidance and support, handling incoming account holder requests and escalations. The Account Services Representative will ensure that all interactions with members and staff are handled with high-quality performance standards; ensuring optimal customer service, integrity and profitability. The Representative maintains a strong and positive working environment and takes initiative.   Should be able to explain products’ and services and their values, benefits, features, rates and fees to account holders, while ensuring the highest quality of service. All Account Service Representatives should also be able to learn as needed and operate an ITM (Interactive Teller Machine).   Must stay current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns. Must maintain consistent, in-depth knowledge of Credit Union products and services, policies and procedures, operations, systems and general banking regulations. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. <ul><li>Answers an average of 80% of the share of calls inbound calls daily with emphasis on exceptional customer service and accuracy of data input. </li><li>Maintain the company set guideline to average call length of 2.5 minutes.</li><li>Listen effectively to account holder requests and offer solutions to meet the account holder’s needs.</li><li>Process various types of account holder requests and serve membership by providing excellent service and information in a pleasant, professional, and efficient manner via telephone, email or other correspondence.</li><li> Explain monthly statements, research account history, resolve account holder problems and process account corrections.</li><li>Aid regarding plastic cards including placing orders for new cards, researching card transactions, blocking cards and troubleshooting malfunctioning cards.</li><li>Accepts account holder requests for wire transfers within policy.</li><li>Assists account holders with Home/Cloud Banking issues.</li><li>Provide account holders with forms by mail or e-Documents necessary to transact business at the Credit Union.</li><li>Opens new memberships via the online membership portal. </li><li>Cross-sell all services offered by the Credit Union.</li><li>Research and respond to account holder inquiries and requests via phone, email and live Internet Chat. </li><li>Serve as a subject matter expert to branch employees.</li><li>Assist branch employees with research and problem resolution.</li><li>Open accounts via mail or internet requests.</li><li>Process ATM and mobile deposit checks</li><li>Takes loan and credit card payments over the phone via SWBC.</li><li>Effectively access reports and resolve issues</li><li>Understand and is accountable for executing all job functions in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP). Note: Failure to comply with requirements may be subject to strong disciplinary action, up to and including termination by the credit union, as well as, civil and criminal penalties.</li><li>Keep work areas clean and organized.</li><li>Other duties/projects as assigned.</li></ul>ITM (Interactive Teller Machine) When operating the ITM, the Account Service Representative is responsible for the day to day operations of the ITM up to and including the basic role of teller with some exceptions and differences. Not all teller duties are functional at the ITM. This job duty is based on video interaction, which requires being comfortable, professional and friendly on camera with account holders. Responsibilities while at the ITM include, but are not limited to: <ul><li>Providing teller assistance to account holders and enhances interactive banking experience via video technology. </li><li>Projects good customer relations while conveying a positive banking/customer service experience utilizing video technology.</li><li>Effective communication skills with the ability to multi-task while maintaining attention to detail and operating several computer programs to ensure transaction integrity. This position requires individuals with effective verbal communication skills and strong listening skills. </li><li>Facilitate the ITM process for account holders by providing step-by-step guidance through the ITM process. </li><li>Must validate all checks presented for cashing or deposit to protect the credit union and the account holder from loss.</li><li>Assists account holders with all routine teller machine transactions such as cash and check deposits, cash and check withdrawals, transfers, loan payments and account balance inquiries.</li><li>May recommend other bank products and/or services to meet the account holder’s needs.</li><li>Protects account holder confidentiality and privacy.</li></ul>  Competencies: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. <ul><li>Strong customer service, problem-solving and organizational skills as well as the ability to adapt quickly to changing priorities, assignments, and roles. </li><li>Professional, well-developed interpersonal skills essential for projecting a positive image as representative of the Credit Union.</li><li>Account Holder Focus</li><li>Dependability – Job requires being reliable, responsible and dependable and fulfilling obligations.</li><li>Attention to Detail – Job requires being careful about detail and thorough in completing work tasks.</li><li>Work requires basic knowledge of credit union software, Word and Excel.</li><li>Computer Proficiency</li><li>Intermediate mathematical skills required (calculation and concepts involving decimals, percentages, fractions, etc.).</li><li>Must demonstrate an ability to understand and implement changing policies and procedures.</li><li>Must be familiar with and can communicate how to use our services such as home banking, bill paying and cloud pay services</li><li>Strong written and verbal communication skills with the ability to communicate effectively with all levels of staff </li></ul>Education & Experience: <ul><li>High School Graduate or Equivalent (GED). BA or BS a plus</li><li>Previous call center experience is preferred</li><li>2+ years financial services experience.</li></ul>  Certificates, Licenses and Registrations: <ul><li>Must successfully complete BSA/OFAC training as required</li><li>Employee must be bondable (insurable)</li><li>Must complete and pass annual training courses required by management</li></ul>  Position Type/Expected Hours of Work: This is a full-time position. Days and hours of work are varying 8 hour shifts Monday through Friday between the hours of 7:30 a.m. to 6:00 p.m., and occasional Saturdays from 9:00 a.m. until 1:00 p.m.     PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is continuously required to stand, walk and sit, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 30 pounds. Employment Requirements: All applicants must meet the certain conditions of employment to be eligible for employment at Sunbelt Federal Credit Union: <ul><li>U.S. Citizenship</li><li>Successfully passing a drug test for illegal drugs</li><li>Successfully passing a background investigation and Credit Check</li></ul>Benefits Offered: <ul><li>401K, With employee match and profit shares.</li><li>Medical, Dental & Vision</li><li>Company provided Life, STD, LTD</li><li>Aflac Insurance products</li><li>Paid Holidays</li><li>Employee Education Assistance Program </li><li>16 Days of PTO (Paid time off) that begins accruing day one. (usable after 90 days)</li><li>Employee Assistance Program (EAP)</li></ul>DECLARATION: This job description is 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. Sunbelt FCU is an Equal Opportunity Employer.

Sunbelt Federal Credit Union

Teller/Account Services Representative

Background Investigation

Banking Regulations

Banking Services

Call Centers

Card Processing

Cloud Computing

Communication Skills

Computer Skills

Credit Cards

Credit Union

Cross-Selling

Customer Relations

Customer Service Management

Customer Support/Service

Data Entry

Data Quality

Dental Insurance

Detail Oriented

Disciplinary Action

Financial Services

Health Insurance

High School Diploma

Housekeeping/Cleaning

Identify Issues

Insurance

Interpersonal Skills

Loans

Marketing Campaign

Mathematics

Microsoft Excel

Microsoft Word

Multitasking

Online Chat

Operational Support

Operations Processes

Organizational Skills

Physical Demands

Policy Implementation

Presentation/Verbal Skills

Problem Solving Skills

Procedure Implementation

Product Marketing

Profit & Loss

QoS (Quality of Service)

Quality Metrics

Resolve Customer Issues

Track Customer Issues

Tuition Fees

USA PATRIOT Act

United States Citizen

Vision Plan

Writing Skills

Continually safeguard the bank’s assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts). Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.

Overview:
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being.  Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.

Responsibilities:
<ul><li style="margin-bottom:0in">Identify customer needs and make the appropriate referrals through proactive sales/service efforts.</li><li style="margin-bottom:0in">Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.</li><li style="margin-bottom:0in">Deliver exceptional customer experience that follows Trustmark’s service standards.</li><li style="margin-bottom:0in">Continually safeguard the bank’s assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).</li><li style="margin-bottom:0in">Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.</li><li style="margin-bottom:0in">Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.</li><li style="margin-bottom:0in">Making outreach calls to customers and/or prospects.</li><li style="margin-bottom:0in">Comply with the bank’s guidelines, policies, procedures, and standards of performance.</li><li style="margin-bottom:0in">Coach and serve as a mentor to Relationship Bankers and Tellers.</li><li style="margin-bottom:0in">Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.</li><li style="margin-bottom:0in">Handle the cash shipment and vault management for a branch.</li><li style="margin-bottom:0in">Ability to handle the origination of consumer loans.</li><li style="margin-bottom:0in">Perform additional duties as assigned.</li></ul>

Qualifications:
<ul><li style="margin-bottom:0in">High school diploma or GED</li><li>2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals. </li><li>Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment </li><li>Be able to register with the National Mortgage Licensing System and Registry (NMLS)</li><li>Able to use basic math concepts and can handle routine transactions and close out the cash drawer </li><li style="margin-bottom:0in">Exceptional customer service skills with the ability to learn and communicate Trustmark products</li><li style="margin-bottom:0in">Pass appropriate assessment tests related to customer service and math skills</li><li style="margin-bottom:0in">Able to meet sales goals in a retail environment</li><li style="margin-bottom:0in">Basic computer skills and the ability to learn internal technology systems to perform work tasks</li><li style="margin-bottom:0in">Strong interpersonal and communication skills both verbal and written</li><li style="margin-bottom:0in"> Time management skills</li><li>Detail-oriented with a focus on quality and accuracy</li><li style="margin-bottom:0in">Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis</li><li style="margin-bottom:0in">Prior supervisory experience in a retail or bank environment preferred</li><li style="margin-bottom:0in">Prior experience processing consumer or mortgage loans preferred</li><li style="margin-bottom:0in">2 years of banking industry knowledge specifically of the Relationship Banker position preferred</li></ul>Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Trustmark Bank

Relationship Banker II

Accounting Close

Bank Management

Cash Management

Coaching

Computer Mouse Hardware

Consumer Loans

Customer Experience

Customer Satisfaction

Develop and Maintain Customers

Keyboards

Licensing

Lift/Move 20 Pounds

Loan Origination

Loan Processing

Meet Sales Quota

Mentoring

Mortgage

Mortgage Lending

Needs Assessment

People Management

Public Works

Retail

Retail Banking

Retail Sales

Sales

Sales Prospecting

Testing

Time Management

Transaction Processing/Management

[AW]-iCims

HOUR

Community Choice Financial Family of Brands

Customer Service Representative

Accidental Death and Dismemberment (AD&D)

Animal Care

Artificial Intelligence (AI)

Auto Insurance

Campaigns

Computer Systems

Congestive Heart Failure

Consulting

Consumer Finance

Corporate Compliance

Corporate Policies

Credit and Collections

Driver's License

English Language

Federal Laws and Regulations

Flexible Spending Accounts

Hospital

Leadership

Learning Management System (LMS)

Legal

Lift/Move 25 Pounds

Marketing

Microsoft Office

Multilingual

Order Processing

Point of Sale (POS) Systems

Protective Services

Reimbursement

Sales Management

Security Protocols

Spanish Language

State Laws and Regulations

Telemedicine

eLearning

Assists customers with all routine teller machine transactions such as cash and check deposits, cash and check withdrawals, transfers, loan payments and account balance inquiries. These functions may include, but are not limited to, cash handling, account maintenance, opening new accounts, offering ancillary products on loans and operating an ITM (Interactive Teller Machine).

Benefits: <ul><li>401(k)</li><li>Health insurance</li><li>Dental insurance</li><li>Paid time off</li><li>Profit sharing</li><li>Vision insurance</li></ul> Universal Service Representative REPORTS TO: Branch Manager SUMMARY/OBJECTIVE: This position will perform a broad variety of member service functions with accuracy and in a timely manner, to include teller and lending transactions.  These functions may include, but are not limited to, cash handling, account maintenance, opening new accounts, offering ancillary products on loans and operating an ITM (Interactive Teller Machine).  This position will be based in a central location and will occasionally rotate to assist in surrounding branch locations as needed. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. <ul><li>Creates, maintains and enhances member relationships, ensuring an exceptional member experience.</li><li>Maintains in-depth knowledge of Credit Union products, services, policies and applicable regulations.</li><li>Effectively interview members and potential members independently. Asks questions and listens carefully to determine the appropriate SFCU products and services to offer. Presents products and services in a positive, professional and knowledgeable manner, so inquiring individuals can make an informed decision.</li><li>Opens new savings, checking and money market accounts. Verifies personal identification to prevent fraudulent activity. Provides regulatory disclosure information on new and other specific types of accounts. Orders or prints plastics such as ATM cards, Debit cards and Credit Cards.</li><li>Identifies needs, develops financial relationships, and consistently provides members with opportunities for appropriate loan and deposit products and services.</li><li>Maintain and balance a cash drawer, adhering to Credit Union policies and procedures.</li><li>Prepares and evaluates information which reflects the current credit worthiness of members and prepare consumer loans for underwriting approval based on SFCU lending policies and procedures. Generate and process loan applications for all consumer lending products, vehicle loans, credit cards, signature loans, and share and certificate secured loans. Notifies applicants of loan decisions.</li><li>Has a basic understanding of credit reports and SFCU’s loan agreement for discussion with members. Effectively cross-sells more complex loan products, which may be referred to more experienced member service staff.</li><li>Assists member with servicing loans by processing such items as payoffs, refinances, payment extensions and payment due date changes.</li><li>Ensures that lending operations are conducted in accordance with established Credit Union policies and are legally compliant. Ensures that loan requests are properly documented.</li><li>Supports the credit union’s mission, vision, strategic goals, quality initiatives and service standards.</li><li>Supports SFCU’s mission to become the primary financial institution of our members by providing services in an expeditious and courteous manner. Understands that educating our members and informing them of the products and services we have to offer is the highest level of service we can provide and the key to accomplishing out mission and goals. Strives to meet individual goals by effectively cross selling products and services.</li><li>Resolves member problems independently and escalates more complex problems or situations to a higher authority for appropriate resolution.</li></ul>ITM (Interactive Teller Machine): When operating the ITM, the Member Relationship Specialist is responsible for the day to day operations of the ITM up to and including the basic role of teller with some exceptions and differences. Not all teller duties are functional at the ITM. This job duty is based on video interaction, which requires being comfortable, professional and friendly on camera with customers. Responsibilities while at the ITM include, but are not limited to: <ul><li>Providing teller assistance to customers and enhances customers interactive banking experience via video technology.</li><li>Projects good customer relations while conveying a positive banking/customer service experience utilizing video technology.</li><li>Effective communication skills with the ability to multi-task while maintaining attention to detail and operating several computer programs to ensure transaction integrity. This position requires individuals with effective verbal communication skills and strong listening skills.</li><li>Facilitate the ITM process for customers by providing step-by-step guidance through the ITM process.</li><li>Must validate all checks presented for cashing or deposit to protect the credit union and the member from loss.</li><li>Assists customers with all routine teller machine transactions such as cash and check deposits, cash and check withdrawals, transfers, loan payments and account balance inquiries.</li><li>May recommend other bank products and/or services to meet the customer’s needs.</li><li>Protects customer confidentiality and privacy.</li></ul>Competencies: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. <ul><li>Fluency in English required.</li><li>Excellent customer service and interpersonal skills.</li><li>Effective communication skills with the ability to multi-task while maintaining attention to detail and operating several computer programs to ensure transaction integrity.</li><li>Knowledge of, or the ability to quickly learn banking software applications.</li><li>Working knowledge of SFCU’s products, services, policies and procedures.</li><li>Understanding of federal laws and regulations that govern financial institutions.</li><li>Basic understanding of computer applications and software</li><li>Must possess strong basic math skills, accuracy and attention to detail</li></ul>Education: <ul><li>High School Graduate or Equivalent (GED).</li></ul>Position Type/Expected Hours of Work: This is a full-time position. Days and hours of work are Monday, Tuesday, Thursday and Friday 8:00 a.m. to 5:00 p.m., Wednesday 8:00 a.m. to 3:00 p.m. and occasional Saturdays may be asked to participate in community events representing the Credit Union.  Hours are subject to change without notice. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands to finger, handle, feel or grasp; reach with hands and arms; and talk or hear. The employee is frequently required to kneel, crouch, or stoop. The employee is occasionally required to lift and/or move 25-50 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Employment Requirements: All applicants must meet the certain conditions of employment to be eligible for employment at Sunbelt Federal Credit Union: <ul><li>U.S. Citizenship</li><li>Successfully passing a background investigation</li></ul>

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Teller/Account Services Representative Sunbelt Federal Credit Union

Relationship Banker II Trustmark Bank

Customer Service Representative Community Choice Financial Family of Brands

UNIVERSAL SERVICE REPRESENTATIVE Sunbelt Federal Credit Union

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