Description:
Contribute to DCU's Success Sharing and business goals by identifying member's needs, providing service excellence and helping members achieve their financial goals.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Identify the financial needs of new and existing members by building rapport and establishing strong business relationships; educate and cross sell appropriate products and services, make qualified referrals and achieve assigned sales goals.
- Understand and explain all DCU products and services. Open new memberships, accounts and loans utilizing established guidelines and self-service options and conduct Notary Public services.
- Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings.
- Accurately process teller transactions, assist with end of day balancing, Instant Issuance and ATM balancing.
- Conducts audits of all membership applications, account maintenance forms, new account applications and completed loan files
- Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
- May be asked to provide coverage in other DCU areas such as other branches, the Information Center or support departments.
- Continuously identify and submit efficiency and process improvement ideas
- Perform other job-related duties as assigned.
What You’ll Need
- High School diploma or equivalent
- 1-3 years related experience
- Verbal Communication skills
- Technical skills (Word, Excel, Email)
- Bilingual skills a plus