Job description
- Interview and review loan applicants, and make sound and effective decisions.
- Process and disburse loans.
- Notarize documents as determined by branch requirements.
- Open new accounts, certificates, IRA’s. Pull credit reports and analyze eligibility for checking accounts and any/all applicable cross-sell opportunities.
- Research and make appropriate corrections for members with account problems.
- Handle deceased account until the account is closed or owner roles are changed.
- Handle direct deposit and payroll setup and problems.
- Cross sell Credit Union products and services, and maintain acceptable levels of Game of Work Sales goals and insurance penetration.
- Close Member Contact Center and MRA loans.
- Handles forgery claims, levies, and garnishments.
- Continuous focus on meeting all NPS goals and Eagle Service standards.
- Keep your manager informed of member needs or desires in regard to products, services, suggestions, and/or escalations.
- Work weekly and monthly bad data reports with an emphasis on accuracy first.
- Back up the teller line, as necessary.
- Other duties as assigned.
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