***PLEASE NOTE: THIS POSITION, WHILE BASED IN PALMER, RESPONDS TO MULTIPLE BRANCHES BETWEEN EAGLE RIVER TO TALKEETNA FOR COVERAGE. A TRAVEL STIPEND IS GIVEN FOR THIS POSITION IN ADDITION TO COMPENSATION.***
PURPOSE
To provide comprehensive and accurate member service in the form of new accounts, loan services, and other related functions that meet the needs of both the member and the Credit Union. These responsibilities shall be performed through courteous and accurate transactions and in accordance with established policies, procedures, and core values and to assure that the needs of the member are served and the objectives of the Credit Union are met.
FUNCTIONS
• Responsible for personal and staff member marketing of the Credit Union and
knowledge of all services offered to a degree that will enable answering questions,
referring members for specific services and resolution of member problems.
• Responsible for opening accounts, cross-selling products and services, as well as
completing file maintenance of Credit Union services including, but not limited to
loans, shares, share drafts, share certificates, money market accounts, IRA’s, HSA’s,
VISA CheckCards, ATM cards, Easy Access, MV Online, Notaries, any ACH
transactions and Matanuska Valley Financial Services, either on the phone, via
Internet or in person with the members.
• Responsible for the administration and reporting of security and risk management.
This includes the safety of members and employees, the protection of all negotiable
items, optimizing cash fund levels, and protection against internal/external fraud
and account abuse.
• Responsible for performing Teller duties, accurately maintaining a change fund
drawer, related checks and tickets, and balancing of same on a daily basis.
• Interview loan applicants, assist members with applications, counseling on collateral, procedure, policies and alternatives. Responsible for work-up of loan applications including credit, income, employment verifications, quality grading, NADA valuation of new and used collateral, and for performing vehicle inspections.
• Recommend approval or denial on loans within defined criteria to a loan officer.
• Responsible for scheduling and performing loan closings, apprising applicants of all
pertinent loan data, including but not limited to the disclosure of terms, payment
amounts, dates, methods of repayment, and insurance available or required.
• Maintain a superior level of knowledge and procedural expertise in all Credit Union
products and services, interact positively and professionally with employees and
members.
• Responsible for knowledge of procedures and policies contained in all manuals
pertinent to job duties, as well as relevant State and Federal laws and regulations.
• Must be knowledgeable of procedures for each community office, and recommend
policy or procedure changes as necessary.
• Perform other duties as assigned.
PREREQUISITES FOR THIS POSITION
• Minimum Education: High school graduate or equivalent.
• Minimum Experience: One year experience as MVFCU Member Experience
Representative with demonstrated competency in all aspects of the position or
equivalent position with another financial institution. MVFCU experience with
demonstrated competence may be considered in lieu of financial institution experience.
PURPOSE
To provide comprehensive and accurate member service in the form of new accounts, loan services, and other related functions that meet the needs of both the member and the Credit Union. These responsibilities shall be performed through courteous and accurate transactions and in accordance with established policies, procedures, and core values and to assure that the needs of the member are served and the objectives of the Credit Union are met.
FUNCTIONS
• Responsible for personal and staff member marketing of the Credit Union and
knowledge of all services offered to a degree that will enable answering questions,
referring members for specific services and resolution of member problems.
• Responsible for opening accounts, cross-selling products and services, as well as
completing file maintenance of Credit Union services including, but not limited to
loans, shares, share drafts, share certificates, money market accounts, IRA’s, HSA’s,
VISA CheckCards, ATM cards, Easy Access, MV Online, Notaries, any ACH
transactions and Matanuska Valley Financial Services, either on the phone, via
Internet or in person with the members.
• Responsible for the administration and reporting of security and risk management.
This includes the safety of members and employees, the protection of all negotiable
items, optimizing cash fund levels, and protection against internal/external fraud
and account abuse.
• Responsible for performing Teller duties, accurately maintaining a change fund
drawer, related checks and tickets, and balancing of same on a daily basis.
• Interview loan applicants, assist members with applications, counseling on collateral, procedure, policies and alternatives. Responsible for work-up of loan applications including credit, income, employment verifications, quality grading, NADA valuation of new and used collateral, and for performing vehicle inspections.
• Recommend approval or denial on loans within defined criteria to a loan officer.
• Responsible for scheduling and performing loan closings, apprising applicants of all
pertinent loan data, including but not limited to the disclosure of terms, payment
amounts, dates, methods of repayment, and insurance available or required.
• Maintain a superior level of knowledge and procedural expertise in all Credit Union
products and services, interact positively and professionally with employees and
members.
• Responsible for knowledge of procedures and policies contained in all manuals
pertinent to job duties, as well as relevant State and Federal laws and regulations.
• Must be knowledgeable of procedures for each community office, and recommend
policy or procedure changes as necessary.
• Perform other duties as assigned.
PREREQUISITES FOR THIS POSITION
• Minimum Education: High school graduate or equivalent.
• Minimum Experience: One year experience as MVFCU Member Experience
Representative with demonstrated competency in all aspects of the position or
equivalent position with another financial institution. MVFCU experience with
demonstrated competence may be considered in lieu of financial institution experience.