Member Services Representative (Bank Teller)

Northwest FCU
Mclean, VA
Apr 18, 2017
Apr 21, 2017
Accountant, IT
Full Time
Requisition Number 17-0019 Post Date 2/12/2017 Title Member Services Representative (Bank Teller) City Mclean State VA Description NOTE: This position REQUIRES that you possess an active Secret clearance. NWFCU will sponsor the clearance process for qualified applicants.LOCATION: Mclean, VAThe primary role of this position is to assist Northwest Federal Credit Union to live out our vision to be the lifetime financial partner for our member-owners. One of the primary means to achieve this end is to develop a highly effective team of employees and develop each employee to their highest potential through coaching and leadership. This position is responsible for ensuring that outstanding service is delivered to both internal and external members. A key component of this service to external members is to ensure each employee identifies membersa€ (TM) financial needs and suggests appropriate Credit Union solutions.MSRs will typically spend some of their time servicing existing customers, and the rest of the time growing the business through proactive sales activities. Transactional processing on the teller line for members will be required. The percentage of time spent in each work area will be based on branch size, complexity, need, and MSR level. Goals and responsibilities assigned are level dependent.MSRs are key players who assist the branch team in achieving assigned annual branch goals.MSRs are responsible for interacting with appropriate areas of the Credit Union to ensure member needs and service issues are resolved timely and accurately.MSRs are responsible for taking a€œfull ownershipa€ of member issues until they are completely resolved.MSRs must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity.DUTIES AND RESPONSIBILITIES:- Deliver outstanding service that delivers on our Service Promises.- Meet or exceed the service goals for the position.- Knowledge of the Credit Uniona€ (TM) s products and services.- Complete BVS classes as assigned.- Maintain department policy and procedure documentation accordingly.- Remains cognizant of and adheres to NWFCU policies and procedures, and regulations pertaining to the Bank Secrecy Act (BSA).a€ cents Achieve assigned sales goals by proactively identifying opportunities utilizing the fundamentals of the Member Advantage.a€ cents Identify financial needs and present all appropriate options, working cooperatively with appropriate business partners.a€ cents Build new Member relationships by proactively a€œon-boardinga€ .a€ cents Support branch in achieving its member retention, acquisition and growth goals.a€ cents Achieve personal sales goals (including Investment/Insurance/Loan)a€ cents Proactively reaching out to existing members, as well as participating in branch sales promotion.a€ cents Promote the credit union & membership growth through community involvement.a€ cents Maintain a professional manner to build member confidence and trust.a€ cents Accurately and efficiently process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing.a€ cents Adhere to all procedures stated in the Credit Uniona€ (TM) s MSR policy and procedures.a€ cents Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting member assets.a€ cents Positively demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings.a€ cents Support branch team with quality referral generation (based on Loan/Investment licensing designation)a€ cents In order to assist the branch team, additional duties may be assigned as needed.a€ cents Process loans as required depending on MSR level. Understand loan products and how to read credit reports. Requirements QUALIFICATIONS: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, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.a€ cents Associatea€ (TM) s degree or equivalent in work experience. a€ cents Excellent communication and interpersonal skills.a€ cents Proven ability to demonstrate exceptional member service.a€ cents Minimum of three years in retail sales, call center, customer service or telesales position.a€ cents Well organized individual with time management and prioritization skills.a€ cents Demonstrated product knowledge of financial services.a€ cents Demonstrate knowledge of Federal Regulations required by the National Credit Union Administration (NCUA).a€ cents PC experience to include working knowledge of Microsoft office products to include word processing, spreadsheets, and Email. Any office software specific to Northwest.a€ cents Experience with Internet preferred.a€ cents Ability to use fax, telephone system, copier and other communication tools.a€ cents Ability to communicate with tact and diplomacy with both internal and external customers.a€ cents You will be required to interact with customers in an open face to face work environment.a€ cents On an as needed basis, may be responsible for overall branch operation in the Branch Managera€ (TM) s absence.EDUCATION and EXPERIENCE:High School Diploma or equivalent, previous financial and service experience preferred. Excellent verbal, organizational, and problem-solving skills needed.Associatea€ (TM) s degree or equivalent in work experience desired.SKILLS:PC skills include ability to use Microsoft Office products such as Excel and Word, as well is Internet Explorer.a€ cents Ability to use fax, telephone system, copier and other communication tools. a€ cents Working knowledge of spreadsheets and Email.a€ cents Experience with Internet preferred.LANGUAGE SKILLS:Language skills require the ability to interpret all requests using effective interpersonal, verbal and written communication skills.a€ cents Proficiently read, write, and communicate in English; bilingual desired but not required.a€ cents Possess effective interpersonal skills and the ability to deal tactfully and effectively with individuals in difficult situations or resolving member concerns.MATHEMATICAL SKILLS:Mathematical skills include the ability to add, subtract, multiply, and divide and effectively use a 10 key calculator.a€ cents Skilled at calculating cash flows and debt ratios.a€ cents Possess a high degree of accuracy performing basic mathematical calculations.a€ cents May be required to count large amounts of currency.REASONING ABILITY:Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.a€ cents Interpret, understand, and explain NWFCU deposit and non-deposit products and features to potential customers.a€ cents Exercise sound judgment, logic and initiative while maintaining member confidentiality and demonstrating integrity.a€ cents Resolves situations pertaining to policies and procedures.a€ cents May require some knowledge of credit reports depending on MSR level.a€ cents Research and anaylze account data to effectively resolve problems.WORK ENVIRONMENT:Ability to function in a financial institution and/or branch environment and utilize standard office equipment, including but not limited to PC, fax, copier, telephone, etc.a€ cents Utilize a calculator.a€ cents Ability to stand or sit for long periods of time, kneel, crouch, stoop, hear and talk.a€ cents Raise, lower, or transport an object from one level to another (includes upward pulling) to lift up to 50 pounds.a€ cents Travel to other branches may be required.SPECIAL REQUIREMENTS:All positions require US citizenship and a Federal Government Security Clearance.Those with an active security clearance are encouraged to apply; NWFCU will sponsor the clearance process for qualified applicants. Further, all applicants must pass bondability requirements and will be subject to a credit history check in order to determine eligibility for employment with NWFCU.Necessary accommodations may be made to enable individuals with disabilities to perform the essential functions.We are proud to be an EOE/AA employer Minorities/Females/Disabled/Veterans. We maintain a drug free workplace and perform pre-employment substance abuse testing. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.Please view Equal Employment Opportunity Posters provided by OFCCP here.The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Apply Online Send This Job to a Friend Careers Browse Open Jobs Search Open Jobs Edit Your Profile View Submitted Applications PRIVACY & INTERNET POLICY | FRAUD CENTER | CAREERS (C) 2014 Northwest Federal Credit Union. Federally Insured by NCUA CALL CENTER703-709-8901 (1-866-709-8901) a€ cents 703-709-8919 (TTY)M-F: 7 AM - 7 PM Sat: 8 AM - 1 PMAFTER HOURS LOST OR STOLEN CARDS703-709-8901 (1-866-709-8901) ABA ROUTING NUMBER256075025#mcafeediv {POSITION: relative; TOP: -47px; LEFT: 133px}#hudlogo {POSITION: relative; TOP: 0px} .

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