Bridgeview, Illinois30+ days ago
ol>Represent the Credit Union to the members in a courteous and professional manner and provide prompt, efficient and accurate service; Develop and maintain an understanding of the Credit Union philosophy, organization, bylaws and operational procedures; Provide general and specific service-related information concerning Credit Union products, services or policies, in person and /or by telephone; Respond to members’ requests, problems, and complaints, and/or direct members to the proper person/department for specific information and assistance; Responsible for appropriate handling of member mail and incoming documentation as well as other incoming mail; Develop good relationships with PSFCU vendors; Attend, represent and actively participate in PSFCU community events as well as actively participating in branch sponsored events; As per PSFCU Policy and Procedures perform routine transactions, including but not limited to: - opening/closing accounts and shares;
- accepting wire transfer requests-domestic and international;
- performing change of address, issuing temporary checks;
- performing Harland Clarke share drafts orders;
- processing ATM card and Debit card requests;
- handling and processing IRA accounts;
- handling and processing Share Certificates of Deposits;
- handling and processing Club accounts;
- direct deposit of Social Security and payroll checks to members accounts;
- processing lost passbook requests;
- performing Chex Systems checks;
- set up and provide access to On-Line Banking, Mobile Banking.
- Service existing accounts; set up new accounts files and provide members with all necessary information and assistance;
- Provide members with information regarding consumer loans, business loans, and VISA cards and appropriately align the right loan product for the member’s financing need;
- Assist members in the completion of the loan application (real estate loans excluded) and all associated forms;
- Accept and process loan applications of all types (real estate loans excluded); review documentation for accuracy; and request all necessary documentation required to complete the loan application;
- Notify members by phone or mail that their checkbooks are ready for pickup at the branch;
- Conduct orientation interview on Credit Union services and programs with each new Credit Union member;
- Effectively offer Credit Union products and services through the practice of established sales and service techniques;
- Post dividends prior to the end of the month for all closed member accounts;
- Perform all functions of Teller when business needs dictate;
- Maintain extensive knowledge of all products and services;
- Monitor changes in interest rates and effectively communicate pricing to members.