Summary
To assist members and potential members with their telephone requests; explains services, responds to problems, and directs phone calls to the appropriate area.
Essential Functions and Responsibilities
- Provides accurate, timely and efficient assistance to members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor; along with their recommended solutions.
- Assists members by trouble shooting and problem solving accurately by following through on resolutions. Conducts account research and performs data entry to update and maintain member account records.
- Navigate between multiple credit union systems (I-Power, Loans PQ, Client Central Workstation, Centurion, etc.).
- Performs other job-related duties required or assigned.
- Must be willing to work two or more Saturdays a month.
Performance Measurements
- Provide informed, prompt, professional and accurate service and support to all members and associates by answering the telephone within three rings and returning messages within 60 minutes.
- Direct all telephone calls to the appropriate person with minimum transfers.
- Process member transactions with zero unresolved errors.
- Develop and maintain knowledge of all relevant policies and procedures to ensure compliance with applicable regulations.
- Troubleshoot and resolve member and internal inquiries in a timely, friendly, and accurate manner.
Knowledge and Skills
Experience | One year to three years of similar or related experience.
Education | A high school education or GED.
Interpersonal Skills | Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills | Good listening and telephone skills; able to proficiently operate a 10-key calculator and computer keyboard; able to make decisions with limited information.
Woke Environment | Hybrid or remote work capable once telecommuting requirements are met.
Benefits
Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, Traditional and Roth 401(k) plans and company matching. We also offer optional life insurance, flexible spending account and tuition assistance.
To apply, email your resume and cover letter to resumes@peachstatefcu.org.
Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.
Summary
To assist members with their loan applications; process and make loan disbursements: set up new accounts, respond to problems, and direct members to the appropriate people.
Essential Functions and Responsibilities
- Takes member loan applications and prepares them for review by a Loan Officer. Follows up with the Loan Officer to determine status. Processes approved loans and sets up date and time to close the loan and make disbursements.
- Assists members with opening and closing accounts, answers questions about products and services, and resolves problems that are within their scope of authority. Refers problems that are beyond their authority to their supervisor, along with their recommended solution(s).
- Cross-sells credit union products and services to members.
- Answer members phone calls.
- Scan loan documents with the appropriate agencies.
- Performs other related duties as assigned.
Performance Measurements
- To produce loan documents, reports, and new accounts in a timely fashion, with no errors.
- To close, organize, and complete member loan files according to the credit union's lending procedures.
- To process loan requests in the system with a goal to provide an applicant a response within 24 hours of receipt.
- To maintain a working knowledge of the credit union's loan standards and governmental regulations.
- To cross sell credit union products and services.
- To maintain a professional, courteous, and friendly atmosphere for members and co-workers.
- To provide prompt, accurate, courteous, friendly, timely, and professional service to all members. (To assist members waiting in the lobby within five minutes; to answer telephone within 4 rings; to respond to all correspondence within the same day).
- To develop and improve knowledge and skills in Member Service Areas.
Knowledge and Skills
Experience | One year to three years of similar or related experience.
Education | A high school education or GED.
Interpersonal Skills | Work involves significant interaction with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills | Must have good communication skills. 10-key calculator, typewriter, and keyboard skills.
Physical Requirements | Must be able to lift up to 25 lbs at times. May need to stand for long periods of time.
Benefits
Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, Traditional and Roth 401(k) plans, and company matching. We also offer optional life insurance, flexible spending account, and tuition assistance.
To apply, email your resume and cover letter to resumes@peachstatefcu.org.
Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.
Summary
To assist members with their loan applications; process and make loan disbursements: set up new accounts, respond to problems, and direct members to the appropriate people.
Essential Functions and Responsibilities
- Takes member loan applications and prepares them for review by a Loan Officer. Follows up with the Loan Officer to determine status. Processes approved loans and sets up date and time to close the loan and make disbursements.
- Assists members with opening and closing accounts, answers questions about products and services, and resolves problems that are within their scope of authority. Refers problems that are beyond their authority to their supervisor, along with their recommended solution(s).
- Cross-sells credit union products and services to members.
- Answer members phone calls.
- Scan loan documents with the appropriate agencies.
- Performs other related duties as assigned.
Performance Measurements
- To produce loan documents, reports, and new accounts in a timely fashion, with no errors.
- To close, organize, and complete member loan files according to the credit union's lending procedures.
- To process loan requests in the system with a goal to provide an applicant a response within 24 hours of receipt.
- To maintain a working knowledge of the credit union's loan standards and governmental regulations.
- To cross sell credit union products and services.
- To maintain a professional, courteous, and friendly atmosphere for members and co-workers.
- To provide prompt, accurate, courteous, friendly, timely, and professional service to all members. (To assist members waiting in the lobby within five minutes; to answer telephone within 4 rings; to respond to all correspondence within the same day).
- To develop and improve knowledge and skills in Member Service Areas.
Knowledge and Skills
Experience | One year to three years of similar or related experience.
Education | A high school education or GED.
Interpersonal Skills | Work involves significant interaction with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills | Must have good communication skills. 10-key calculator, typewriter, and keyboard skills.
Physical Requirements | Must be able to lift up to 25 lbs at times. May need to stand for long periods of time.
Benefits
Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, Traditional and Roth 401(k) plans, and company matching. We also offer optional life insurance, flexible spending account, and tuition assistance.
To apply, email your resume and cover letter to resumes@peachstatefcu.org.
Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.
Summary
Assist members with their financial transactions while providing friendly, accurate, and timely service.
Essential Functions and Responsibilities
- Receive and process member financial transactions including deposits, withdrawals, transfers, and loan payments as directed by the member.
- Post transactions to member accounts.
- Welcome members to the branch and provide information about credit union services; direct members to the appropriate person/department to obtain specific information and services.
- Cross sell credit union products and services.
- Perform miscellaneous tasks such as data entry, filing, and answering the phone.
- Balance cash drawer and daily transactions.
- Perform other duties as assigned.
Performance Measurements
- Provide friendly, professional, personalized service to members.
- Ability to handle at least 100 transactions per day.
- Process transactions accurately.
- Balance cash drawer daily with minimal or no outages.
- Comply with all regulatory requirements and credit union policies and procedures.
Knowledge and Skills
Experience | One year to three years of similar or related experience.
Education | A high school degree or GED required.
Interpersonal Skills | Courtesy, tact, and diplomacy are essential elements of the job. Work involves significant interaction with others inside and outside of the organization to provide or obtain information, facilitate conversations, solicit cooperation, and build relationships.
Other Skills | Operate a 10-key calculator and computer keyboard by touch. Attention to detail and high degree of accuracy with numbers and names.
Physical Requirements | Must be able to lift up to 25 lbs at times.
Benefits
Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, traditional and Roth 401(k) plans and company matching. We also offer optional life insurance, flexible spending account and tuition assistance.
To apply, email your resume and cover letter to resumes@peachstatefcu.org.
Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.
Summary
Assist members with their financial transactions while providing friendly, accurate, and timely service.
Essential Functions and Responsibilities
- Receive and process member financial transactions including deposits, withdrawals, transfers, and loan payments as directed by the member.
- Post transactions to member accounts.
- Welcome members to the branch and provide information about credit union services; direct members to the appropriate person/department to obtain specific information and services.
- Cross sell credit union products and services.
- Perform miscellaneous tasks such as data entry, filing, and answering the phone.
- Balance cash drawer and daily transactions.
- Perform other duties as assigned.
Performance Measurements
- Provide friendly, professional, personalized service to members.
- Ability to handle at least 100 transactions per day.
- Process transactions accurately.
- Balance cash drawer daily with minimal or no outages.
- Comply with all regulatory requirements and credit union policies and procedures.
Knowledge and Skills
Experience | One year to three years of similar or related experience.
Education | A high school degree or GED required.
Interpersonal Skills | Courtesy, tact, and diplomacy are essential elements of the job. Work involves significant interaction with others inside and outside of the organization to provide or obtain information, facilitate conversations, solicit cooperation, and build relationships.
Other Skills | Operate a 10-key calculator and computer keyboard by touch. Attention to detail and high degree of accuracy with numbers and names.
Physical Requirements | Must be able to lift up to 25 lbs at times.
Benefits
Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, traditional and Roth 401(k) plans and company matching. We also offer optional life insurance, flexible spending account and tuition assistance.
To apply, email your resume and cover letter to resumes@peachstatefcu.org.
Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.
