Port Charlotte, Florida30+ days ago
Represent the Credit Union to the members in a courteous and professional manner and provide prompt, efficient and accurate service; Develop and maintain an understanding of the Credit Union philosophy, organization, bylaws and operational procedures; Provide general and specific service-related information concerning Credit Union products, services or policies, in person and /or by telephone; Respond to members’ requests, problems, and complaints, and/or direct members to the proper person/department for specific information and assistance; Responsible for appropriate handling of member mail and incoming documentation as well as other incoming mail; Develop good relationships with PSFCU vendors; Attend, represent and actively participate in PSFCU community events as well as actively participating in branch sponsored events; As per PSFCU Policy and Procedures perform routine transactions, including but not limited to: opening/closing accounts and shares; accepting wire transfer requests-domestic and international; performing change of address, issuing temporary checks; performing Harland Clarke share drafts orders; processing ATM card and Debit card requests; handling and processing IRA accounts; handling and processing Share Certificates of Deposits; handling and processing Club accounts; direct deposit of Social Security and payroll checks to members accounts; processing lost passbook requests; performing Chex Systems checks; set up and provide access to On-Line Banking, Mobile Banking. Service existing accounts; set up new accounts files and provide members with all necessary information and assistance; Provide members with information regarding consumer loans, business loans, and VISA cards and appropriately align the right loan product for the member’s financing need; Assist members in the completion of the loan application (real estate loans excluded) and all associated forms; Accept and process loan applications of all types (real estate loans excluded); review documentation for accuracy; and request all necessary documentation required to complete the loan application; Notify members by phone or mail that their checkbooks are ready for pickup at the branch; Conduct orientation interview on Credit Union services and programs with each new Credit Union member; Effectively offer Credit Union products and services through the practice of established sales and service techniques; Post dividends prior to the end of the month for all closed member accounts; Perform all functions of Teller when business needs dictate; Maintain extensive knowledge of all products and services; Monitor changes in interest rates and effectively communicate pricing to members.