To assist members and potential members with their Credit Union needs directly and through other Member Service Representatives; provides expertise with respect to more complex Credit Union services such as IRAs, certificate accounts, electronic funds transfer, home banking, etc.; explains services, sets up new accounts, respond to problems, and provides general Operations assistance. Assist Branch Manager as needed, or in the absence of the Branch Manager, maintain proper branch operation.

• Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Assists other Member Service Reps with technical problems and questions relating to complicated products and regulations. Refers problems that are beyond their authority to their manager, along with their recommendations.
• Identifies cross-sell opportunities and cross-sell services to members.
• Assures that appropriate records are maintained, i.e. Member Account information on the system), and required reports are prepared, etc.
• Assists in monitoring all branch activities to insure they are in compliance, including Branch opening and closing policies and procedures.
• Acts as liaison between members and various organizations and departments.
• Performs other related duties as assigned.

Experience:

Minimum of 3+ years’ experience in banking (Retail Banking preferred)
Prior management experience (preferred)
Experience in Symitar

Education:

A two-year college degree or completion of a specialized course of study at a business or trade school.
Bachelor’s degree in business administration or finance (preferred).

Interpersonal Skills:

A significant level of trust and diplomacy is required, in addition to normal courtesy and
tact. Work involves extensive personal contact with others and/or is usually of a personal or
sensitive nature. Work may involve motivating or influencing others. Outside contacts become
important and fostering sound relationships with other entities (companies and/or individuals)
becomes necessary.

Other Skills:

Must have good communication skills.
Strong leadership, analytical, and organizational skills.
Familiarity with banking regulations.
Strong passion for helping and supporting others.
A high degree of accuracy and attention to detail.
Ability to multi-task, prioritize, and work efficiently.
Working knowledge of regulations relating to all Credit
Union deposit products (i.e. Reg E, Reg CC, Reg D, BSA, Truth-in-Savings Act, etc.).
Able to operate a 10-key calculator, typewriter, computer keyboard and related software.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Southland Credit Union is an Equal Opportunity Employer.