Navigant Credit Union
Location: Wakefield,RI, USA
Date: 2024-11-16T06:28:55Z
Job Description:
ABOUT:People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in Rhode Island, yet still maintain our community-driven values.Those values-and our belief in putting people first-are just a few of the reasons why Navigant Credit Union has been named Rhode Island's Best Place to Work year-after-year by the Providence Business News.Our Core Values consist of Leadership, Unity, Caring, and Integrity are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.Our company prides itself on demonstrating community-based values and investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including a rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and opportunities to give back to the community.If you believe you'd be a great fit, and are interested in joining our team, submit an application today!ABOUT THE ROLE:Deliver on the Credit Union's core values. Provide exceptional and professional member service. Foster strong member relationships by accurately processing transactions and effectively resolving service issues. Actively refers products and services by identifying the financial needs of each member and matches the appropriate product or service. Performs all teller functions and works closely with assistant and head teller on problem resolution. Meets and exceeds individual referral goals. Ensure compliance with credit union's policies and procedures.WHAT YOU WILL DO:1.Represents the Credit Union in a courteous and professional manner at all times. Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information.2.Performs routine member transactions, including, but not limited to deposits, withdrawals, cash advances, loan payments, transfers and check cashing.3.Receives share deposits and loan and VISA payments, and enters into in-house computer system.4.Receives payments for mortgage, installment and share secured loans, ensuring that payments equal the amount due and that all late charges are collected when applicable.5.Provides members with the forms necessary to transact business at the Credit Union.6.Promotes the credit union's products and services; consistently cross-sells products at every opportunity. Makes referrals to MFS7.Achieve individual sales goals8.Responds to member requests, problems and complaints, and/or directs them to the proper person for specific information and assistance.9.Provides routine information on Credit Union services or policies, including eligibility for membership, types of Credit Union accounts, insurance on loans, loan policies, interest rates, office hours, and other information.10.Follows all established policies and procedures to ensure the accurate and secure processing of member transactions. Complies with all department and company policies and procedures.11.Balances work at the end of each working shift and resolves overages and shortages as necessary. Follows teller over/short policy. Follows set teller cash limits. Completes all transactions in an accurate and timely manner.12.Performs miscellaneous duties including, but not limited to filing, processing FAX withdrawals, bagging coin, processing mail payments, and other miscellaneous duties.13.Provide staffing support to all branches when needed.14.May train new employees and answer co-worker questions.15.Assists member in accessing their safe deposit box16.Perform as a team member17.Maintains a neat and organized teller station.18.Required to work SaturdaysNOTE:The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.QUALIFICATIONSKnowledge, Skills and Experience1.High school education plus one year of work experience in the teller and/or member service function of a credit union or other financial institution.2.Professional, well developed interpersonal skills required for projecting a positive image as a representative of Navigant Credit Union.3.Intermediate mathematical skills, proven written and verbal communications, and use a 10-key adding machine or keyboard.4.Working knowledge of all teller functions as well as Credit Union products, policies and procedures.5.Bilingual (fluent verbal and written) skills preferred as needed and determined by market conditions.DisclaimerThe above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as an exhaustive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
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