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If you’re ready for a long-term career with a financial institution that cares about their employees, offers numerous benefits, promotes from within, and has been serving communities for 70 years, you’ve come to the right place!

 

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Reports To: Assistant Member Service Center Team Manager   Primary Functions: Answer member telephone inquiries and provide excellent member service. Post or record and forward transactions to appropriate departments for processing.   Duties and Responsibilities: - Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. - In compliance with credit union marketing image and service delivery goals, answer inquiries and provide information on all types of accounts, loans and other credit union services. - Develop and maintain a current in-depth knowledge of credit union services and policies. - Receive and post, or accurately record and forward for processing, member account transactions and research requests. - Perform assigned authority level responsibilities. - Identify and offer products and services that would be beneficial to the member. - Perform other duties as assigned.
ID
2020-2215
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2895
Location : Name
Mount Vernon
Company
Alaska USA Federal Credit Union
City
Mount Vernon
Select State
WA
Reports To: Varies by location   Primary Functions: Answering the telephone and managing the switchboard. Greeting and escorting clients and visitors to the proper party. Maintaining the professional image of the Credit Union to callers and visitors. Assist the AVP in administrative support and marketing activities for the mortgage office.   Duties and Responsibilities: - Act as receptionist for the company; handle incoming calls and/or transfer of calls in a professional and courteous manner. - Assist and direct clients to appropriate individuals, and schedule and coordinate appointments as required. - Respond to inquiries and member questions and direct to appropriate personnel as needed. - Photocopy and collect documentation from members as directed. - Receive and distribute mail and faxes. - Catalog, order, and inventory supplies, materials and forms. - Participate in seminars and other training as directed to maintain knowledge and skill development. - Maintain skill set in usage and understanding of such applications as: MorStart, Symitar, Microsoft Office, Word, Excel and any other applications as needed. - Train relief operators when necessary. - Assist with various administrative duties as assigned.
ID
2021-2859
Location : Name
Procura Everett
Company
Procura Mortgage Company
City
Everett
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2856
Location : Name
Silverlake Branch
Company
Alaska USA Federal Credit Union
City
Everett
Select State
WA
Reports to: Varies by Location   Functions Supervised: Area Branch Services Support   Primary Functions: Support activities within assigned area with emphasis on service and sales delivery, staff recruitment, on-boarding, staff development and community engagement.   Duties and Responsibilities:   -  Support the area vice president to improve service and sales performance through in-branch coaching and implementation of best practices. - Monitor branch staffing levels and manage senior branch services specialist schedules to cover absences, vacant positions, and branch needs. - Coach, lead and motivate senior branch services specialists and promote participation in area service and sales delivery. - Support the area vice president during recurring branch manager and assistant branch manager meetings and conduct recurring senior branch services specialist meetings. - Assist in with selection and hiring of area staff, on-boarding, coordinate initial staff training and identify and develop area mentors to assist with ongoing training needs. - Maintain in-depth knowledge of branch operations, conduct branch compliance audits, as assigned, and work in partnership with the area vice president to correct deficiencies. - Assist the area vice president with branch audit response, personnel actions, and performance evaluations. - Represent the credit union in community, professional and trade associations, as assigned, and identify additional community engagement opportunities within the area. -  Assist to coordinate staffing, training, and scheduling for area community events, trade shows and volunteer opportunities. - Perform duties of a branch manager as required. - Oversee area responsibilities in absence of the area vice president. - Perform other duties as assigned.
ID
2021-2853
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
Select State
WA
Reports to: Varies by Location   Functions Supervised: Area Branch Services Support   Primary Functions: Support activities within assigned area with emphasis on service and sales delivery, staff recruitment, on-boarding, staff development and community engagement.   Duties and Responsibilities:   -  Support the area vice president to improve service and sales performance through in-branch coaching and implementation of best practices. - Monitor branch staffing levels and manage senior branch services specialist schedules to cover absences, vacant positions, and branch needs. - Coach, lead and motivate senior branch services specialists and promote participation in area service and sales delivery. - Support the area vice president during recurring branch manager and assistant branch manager meetings and conduct recurring senior branch services specialist meetings. - Assist in with selection and hiring of area staff, on-boarding, coordinate initial staff training and identify and develop area mentors to assist with ongoing training needs. - Maintain in-depth knowledge of branch operations, conduct branch compliance audits, as assigned, and work in partnership with the area vice president to correct deficiencies. - Assist the area vice president with branch audit response, personnel actions, and performance evaluations. - Represent the credit union in community, professional and trade associations, as assigned, and identify additional community engagement opportunities within the area. -  Assist to coordinate staffing, training, and scheduling for area community events, trade shows and volunteer opportunities. - Perform duties of a branch manager as required. - Oversee area responsibilities in absence of the area vice president. - Perform other duties as assigned.
ID
2021-2854
Location : Name
Procura Everett
Company
Alaska USA Federal Credit Union
City
Everett
Select State
WA
Reports To: Regional Director of Dealer Development - WA/OR/CA/AZ   Primary Functions: Market indirect loan services to current and potential network dealers within assigned market area.   Duties and Responsibilities:   - Identify potential network dealers and market the credit union's indirect lending service to them. - Provide initial and follow up program training and loan origination materials to network dealers. - Act as liaison between dealer underwriting and funding departments and assigned dealers. - Maintain a schedule of recurring contact with assigned dealers. - Monitor competitor's dealer loan programs and recommend enhancements to the credit union's programs as appropriate. - Periodically review with the Credit Development Manager the volume and quality of loan production for each network dealer. - Report to management on contact with current and potential network dealers. - Coordinate potential field of membership expansion opportunities with Member Business Development. - Perform other duties as assigned.
ID
2021-2742
Location : Name
North Vancouver Branch
Company
Alaska USA Federal Credit Union
City
Vancouver
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2798
Location : Name
Port Orchard Branch
Company
Alaska USA Federal Credit Union
City
Port Orchard
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2789
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2788
Location : Name
Kent Branch
Company
Alaska USA Federal Credit Union
City
Kent
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2759
Location : Name
Kent Branch
Company
Alaska USA Federal Credit Union
City
Kent
Select State
WA
Reports To: Loan Setup Supervisor   Primary Functions: Loan Setup functions associated with the back-end processing and underwriting of a residential mortgage loan.   Duties and Responsibilities:   - Verify documentation supplied with the mortgage application compared to the required checklist. Identify and communicate to the MLO or Processor if documentation is incomplete or missing. - Accurately place initial orders associated with the loan. This will include and is not limited to use of internal and external vendors to place orders for the loan in process. Required to open and maintain accounts with Veterans Affairs and Federal Housing Administration. - Use Symitar to open LIP Accounts, verify balances in LIP accounts and pull bank statements associated with the loan in process. - Respond to requests from internal customers to follow-up on orders placed and provided status if needed during the loan process. Maintain records of all orders placed in a central location to provide redundancies within the team. - Order items timely and accurately to ensure member turn times are met. Timeframes will be set and monitored by the Loan Setup Supervisor. - Participate in seminars and other training to maintain required knowledge and skill development. Complete all training within specified deadlines. - Perform other duties as assigned.
ID
2021-2725
Location : Name
Renton Financial Center
Company
Alaska USA Mortgage Company
City
Renton
Select State
WA
Reports To: Mortgage Production Manager   Functions Supervised: Processors and Senior Processors Primary Functions: Responsible for timely and accurate mortgage loan processing and daily supervision of regional mortgage processing staff.   Duties and Responsibilities: - Assume leadership responsibilities to include: provide feedback for performance reviews, interview processor candidates, promote team atmosphere with other departments, reinforce service and quality goals and - Perform loan processing tasks as described in Senior Processor job description for executive level employee loans, overflow and specific niche programs. - Ensure employees have prepared files accurately and timely for transfer to the Underwriting and/or Closing department. - Conduct periodic audits of random samples of loans in process to ensure completeness, quality and accuracy. - Communicate and coordinate with originating, underwriting & closing staff to facilitate excellent member service. - Review current training material, practices and procedures and provide recommendations to senior management regarding changes that may enhance member service, or improve efficiency within the department. - Coach, lead and motivate employees using quality control trending reports as a teaching tool. - Respond to Quality Control and Loan Delivery requests within specified time lines as directed by each department. - Assist to increase market share by decreasing turn times and increasing member service. - Participate in seminars and other training to maintain required knowledge and skill development. Complete all required training within specified deadlines. - Perform other duties as assigned.
ID
2021-2714
Location : Name
Renton Financial Center
Company
Alaska USA Mortgage Company
City
Renton
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2700
Location : Name
Olympia Branch
Company
Alaska USA Federal Credit Union
City
Olympia
Select State
WA
Reports To: Regional Vice President, A U M C   This is a Supervisory Position   Functions Supervised: Mortgage Loan Originators and Office Operations   Primary Functions: Originate mortgage loans and manage branch office operations.   Duties and Responsibilities: - Sell mortgage loan services to the real estate community and promote the general business interests of the company. - Foster positive office interactions and model successful sales techniques to improve professional image and market visibility in the mortgage lending industry. - Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields. - Ensure all mortgage loan originators are originating, disclosing and/or re-disclosing accurately and timely within all established regulatory compliance requirements and timeframes. - Interview buyers/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures and gather required documentation and fees to process mortgage loans. - Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting. - If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit. - Manage the operations of the branch office including recruitment and supervision of staff. - Conduct sales presentations for real estate agents as necessary to enhance business relations. - Perform other duties as assigned.
ID
2020-2128
Location : Name
Procura Puyallup
Company
Procura Mortgage Company
City
Puyallup
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2620
Location : Name
Kingsgate Branch
Company
Alaska USA Federal Credit Union
City
Kirkland
Select State
WA
Reports to: Varies by location   Functions Supervised:None   Primary Functions: Provide branch assistance to area branches. Assist in conducting training to branch employees with an emphasis placed on providing prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Provide support regarding new products and services, and new programs and processes to encourage change.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service at all area branches. - Coach, lead and motivate branch employees; by promoting cross selling of credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform duties of Senior Financial Services Representative position. - Assist with the training on new products and services and updates on policy and procedure. - Assist with conducting branch staff training for area branches. - Obtain state mandated insurance license to quote and bind Personal Lines Insurance products, as assigned. - Assume responsibility for area branches and assist with supervision of branch staff as assigned. - Perform other duties as assigned.
ID
2021-2607
Location : Name
Tacoma Fin Cntr
Company
Alaska USA Federal Credit Union
City
Tacoma
Select State
WA
Reports To: Varies by Location   Primary Functions: Close, review, and disburse conventional, FHA, VA, and RD mortgage loans, as well as specialty program mortgage loans (such as HUD184, FHA203k, and State/Community bond programs).   Duties and Responsibilities: - Clear the preliminary title report of any item that will prevent attaining the appropriate lien position. - Review all closing documentation to ensure that all required documents and information are present, and that the information contained in the documentation complied with AKUSA, regulatory, investor, and guarantor requirements. - Compile, input, and confirm all monetary information necessary to properly submit mortgage loans to the escrow agency for closing. - Prepare all loan documents for appropriate signatures. - Coordinate with selected escrow and/or title company and forward necessary document for closing. - Take any signatures necessary for in-house real estate transactions, including assumptions and liability releases. - Complete and correct loan files as directed by supervisor. Coordinate with Loan Delivery to make certain corrections are obtained timely, to meet investor requirements. - Assist other closers as necessary as directed by supervisor. - Communicate and coordinate with originating and underwriting staff to facilitate excellent member service. - Perform other duties as assigned.
ID
2021-2609
Location : Name
Renton Financial Center
Company
Alaska USA Mortgage Company
City
Renton
Select State
WA
Reports To: Varies by location   Primary Functions: Originate mortgage loans and assist with originator training.   Duties and Responsibilities:   - Market mortgage loan programs to the real estate sales industry and promote the general business interests of the company. - Develop and maintain loan referral relationships with professionals in real estate, accounting, legal, and financial planning fields. - Interview buyers/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans. - Ensure all loans are originated, disclosed and/or re-disclosed accurately and timely within all established regulatory compliance requirements and timeframes. - Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting. - If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit. - Answer origination questions for mortgage loan originators as required and assist with their training. - Conduct sales presentations for Realtors as necessary to enhance business relations. - Perform other duties as assigned.
ID
2021-2535
Location : Name
Procura Puyallup
Company
Procura Mortgage Company
City
Puyallup
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2540
Location : Name
Kingsgate Branch
Company
Alaska USA Federal Credit Union
City
Kirkland
Select State
WA