Reports to: Consumer Lending Administration Supervisor
Functions Supervised: None
Primary Functions: Teller and other administrative support of all Consumer Lending department functions (lending departments include consumer loan origination, servicing, and collection teams).
Duties and Responsibilities:
1. Perform teller related functions include check and transfer posting.
2. Perform balancing functions for individual GL accounts as assigned.
3. Perform teller transactions, general demographic changes, and other file maintenance on lending, collection, and servicing software.
4. Receive and distribute mail and update member account information.
5. Responsible for assigned data entry and timely and accurate preparation of documents for Consumer Lending departments, including but not limited to payment requests for department vendors.
6. Maintain credit union records relating to board reports and negotiable items.
7. Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
- Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
- Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
- Work effectively in a team environment across all organizational levels.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
- Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
- Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
- Work effectively in a team environment across all organizational levels.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
- Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
- Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
- Work effectively in a team environment across all organizational levels.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
- Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
- Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
- Work effectively in a team environment across all organizational levels.
- Perform other duties as assigned.
Reports to: Branch Manager
Functions Supervised: Branch Activities and Staff
Primary Functions: Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences. Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Alaska USA Management Philosophy. Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales activities. Assume responsibility for the branch as assigned.
Duties and Responsibilities:
- Responsible for actively engaging with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Coach, lead and motivate branch employees through consistent observational feedback, conduct required documented monthly one on ones, and facilitate training and skill practice sessions.
- Mentor branch staff through employee development and engagement strategies that advance employees for promotional opportunities.
- Deepen and retain member relationships through the execution of member engagement strategies through in-person conversations, relationship calling, and referrals to other business lines.
- Ensure that meaningful relationships are being built through in-branch promotions and community events to increase brand awareness and generate new business.
- Supervise daily operational duties to include compliance, security, branch balancing, control of branch cash and negotiable items, outage recovery, and as assigned general ledger accounts. Recognize operational and compliance deficiencies and recommend and implement corrective action.
- Manage employee and branch schedules to ensure optimal staffing levels and to uphold member service expectations. Review employee time sheets for accuracy and completion and correct errors in a timely manner to meet payroll deadlines.
- Obtain state mandated insurance license to quote and bind Personal Lines insurance products and assist in developing an effective strategy to meet established quote and issue goals.
- Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
- Ensure a safe and inclusive work environment, solicit diverse ideas to challenge thinking, and build positive working relationships.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
- Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
- Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
- Work effectively in a team environment across all organizational levels.
- Perform other duties as assigned.
Reports To: Mortgage Quality Control Compliance Manager
Functions Supervised: Quality Control Officers in all areas
Primary Functions: Supervise and perform quality control on mortgage and real estate loans: coordinate responses to investor/insurer/regulatory audits.
Duties and Responsibilities:
- Supervise QC Officers performing all audit functions required for mortgage loans as outlined in the Quality Control Policies and procedures, and as required by investors, insurers, and regulators. This includes review of origination, regulatory compliance, underwriting, closing, and insurance of assigned loans.
- Review loan underwriting decisions to ensure underwriting staff is in compliance with established policy and requirements for FHA, VA, RD, Fannie Mae, Freddie Mac, HUD-184, AHFC, and any other appropriate secondary market investors. Similarly review documentation accepted to support automated underwriting decisions for accuracy and reasonableness.
- Review management responses to QC audit findings, compile data and prepare reports upon completion of monthly quality control review, addressing exceptions and remedies as necessary. Prepare all required investor quality control reports and distribute as required; arrange internal publications of monthly Quality Control reports.
- Provide guidance, assistance, and training to Mortgage Loan Quality Control staff. Provide feedback and direction to management regarding identified trends and errors. Work with management toward improvement of mortgage loan quality.
- Work collaboratively with Production and Operations managers to initiate changes to achieve organizational goals and enhance the quality and efficiency of the department and products.
- Perform other duties as assigned.
Reports to: Accounting Control Manager
Functions Supervised: None
Primary Functions: Responsible for ensuring timely completion of accurate general ledger reconciliations. Additionally responsible for general ledger account reconciliation set up and maintenance in the companys general ledger reconciliation software.
Duties and Responsibilities:
- Ensure completion of all general ledger reconciliations within the assigned time. Review and approve completed account reconciliations performed by accounting staff and external departments and assist subject matter experts (SMEs) with clearing outstanding reconciling items.
- Prepare monthly reports that will assist users and management in tracking the efficiency and accuracy of the account reconciliation processes.
- Prepare monthly reports on account reconciliation ratings.
- Learn and document the purpose, workflow, and reconciliation process for new general ledger accounts.
- Analyze the SME processes and recommend changes to procedures and methods that increase productivity, efficiency, and control.
- Automate the updated processes by selecting the correct reconciliation template in the account reconciliation system, creating transaction matching rules, and updating the general ledger account settings.
- Assist with creating procedures and training assigned account custodian to reconcile in the accounting reconciliation system.
- Maintain the account reconciliation system with pertinent policies and procedures and ensure that the appropriate workflow is in place for each account. Update automated reconciliation rules and general ledger account settings as needed.
- Maintain internal Accounting department policies and procedures.
- Perform other duties as assigned.
Reports to: Accounting Control Manager
Functions Supervised: None
Primary Functions: Responsible for ensuring timely completion of accurate general ledger reconciliations. Additionally responsible for general ledger account reconciliation set up and maintenance in the companys general ledger reconciliation software.
Duties and Responsibilities:
- Ensure completion of all general ledger reconciliations within the assigned time. Review and approve completed account reconciliations performed by accounting staff and external departments and assist subject matter experts (SMEs) with clearing outstanding reconciling items.
- Prepare monthly reports that will assist users and management in tracking the efficiency and accuracy of the account reconciliation processes.
- Prepare monthly reports on account reconciliation ratings.
- Learn and document the purpose, workflow, and reconciliation process for new general ledger accounts.
- Analyze the SME processes and recommend changes to procedures and methods that increase productivity, efficiency, and control.
- Automate the updated processes by selecting the correct reconciliation template in the account reconciliation system, creating transaction matching rules, and updating the general ledger account settings.
- Assist with creating procedures and training assigned account custodian to reconcile in the accounting reconciliation system.
- Maintain the account reconciliation system with pertinent policies and procedures and ensure that the appropriate workflow is in place for each account. Update automated reconciliation rules and general ledger account settings as needed.
- Maintain internal Accounting department policies and procedures.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
- Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
- Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
- Work effectively in a team environment across all organizational levels.
- Perform other duties as assigned.
Reports to: Branch Manager
Functions Supervised: Branch Activities and Staff
Primary Functions: Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences. Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Alaska USA Management Philosophy. Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales activities. Assume responsibility for the branch as assigned.
Duties and Responsibilities:
- Responsible for actively engaging with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Coach, lead and motivate branch employees through consistent observational feedback, conduct required documented monthly one on ones, and facilitate training and skill practice sessions.
- Mentor branch staff through employee development and engagement strategies that advance employees for promotional opportunities.
- Deepen and retain member relationships through the execution of member engagement strategies through in-person conversations, relationship calling, and referrals to other business lines.
- Ensure that meaningful relationships are being built through in-branch promotions and community events to increase brand awareness and generate new business.
- Supervise daily operational duties to include compliance, security, branch balancing, control of branch cash and negotiable items, outage recovery, and as assigned general ledger accounts. Recognize operational and compliance deficiencies and recommend and implement corrective action.
- Manage employee and branch schedules to ensure optimal staffing levels and to uphold member service expectations. Review employee time sheets for accuracy and completion and correct errors in a timely manner to meet payroll deadlines.
- Obtain state mandated insurance license to quote and bind Personal Lines insurance products and assist in developing an effective strategy to meet established quote and issue goals.
- Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
- Ensure a safe and inclusive work environment, solicit diverse ideas to challenge thinking, and build positive working relationships.
- Perform other duties as assigned.
Reports To: Payroll Manager
Functions Supervised: None
Primary Functions: Responsible for all functions related to the processing of employee payroll for Alaska USA and related companies.
Duties and Responsibilities:
- Perform all necessary calculations and data system input in preparation of the employee payrolls. Perform related report review, auditing and balancing requirements prior to finalizing for Alaska USA and related companies. Meet payroll processing and regulatory reporting deadlines while maintaining a high level of accuracy and confidentiality.
- Maintain the payroll information system in conjunction with the Personnel department to ensure up-to-date employee payroll records.
- Understand and have the ability to communicate effectively Alaska USA and related companies policies, procedures and benefits, and how they relate to payroll processing.
- Develop, maintain, audit and prepare required semi-monthly internal reports using PC spreadsheet applications and third party report writer tools.
- Maintain payroll-related files and assist with balancing all assigned general ledger accounts.
- Research and respond to payroll-related inquiries and problems with both employees and third parties while maintaining a high level of customer service.
- Understand and have the ability to communicate effectively federal and state payroll regulations and laws.
- Perform other duties as assigned.
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, services, technology, and new programs and processes to encourage change. Contribute to the growth of the credit union by achieving individual, branch, and business line goals through leadership activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Coach, lead and motivate branch employees, and assist with training of products and services and updates on policies and procedures for area branches.
- Build meaningful relationships by participating in branch promotions and community events.
- Obtain state mandated insurance license to quote and bind Personal Lines insurance products.
- Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
- Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience.
- Assume supervision and responsibility for area branches as assigned.
- Perform other duties as assigned.
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, services, technology, and new programs and processes to encourage change. Contribute to the growth of the credit union by achieving individual, branch, and business line goals through leadership activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Coach, lead and motivate branch employees, and assist with training of products and services and updates on policies and procedures for area branches.
- Build meaningful relationships by participating in branch promotions and community events.
- Obtain state mandated insurance license to quote and bind Personal Lines insurance products.
- Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
- Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience.
- Assume supervision and responsibility for area branches as assigned.
- Perform other duties as assigned.
Reports To: Mortgage Quality Control Compliance Manager
Functions Supervised: Quality Control Officers in all areas
Primary Functions: Supervise and perform quality control on mortgage and real estate loans: coordinate responses to investor/insurer/regulatory audits.
Duties and Responsibilities:
- Supervise QC Officers performing all audit functions required for mortgage loans as outlined in the Quality Control Policies and procedures, and as required by investors, insurers, and regulators. This includes review of origination, regulatory compliance, underwriting, closing, and insurance of assigned loans.
- Review loan underwriting decisions to ensure underwriting staff is in compliance with established policy and requirements for FHA, VA, RD, Fannie Mae, Freddie Mac, HUD-184, AHFC, and any other appropriate secondary market investors. Similarly review documentation accepted to support automated underwriting decisions for accuracy and reasonableness.
- Review management responses to QC audit findings, compile data and prepare reports upon completion of monthly quality control review, addressing exceptions and remedies as necessary. Prepare all required investor quality control reports and distribute as required; arrange internal publications of monthly Quality Control reports.
- Provide guidance, assistance, and training to Mortgage Loan Quality Control staff. Provide feedback and direction to management regarding identified trends and errors. Work with management toward improvement of mortgage loan quality.
- Work collaboratively with Production and Operations managers to initiate changes to achieve organizational goals and enhance the quality and efficiency of the department and products.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
- Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
- Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
- Work effectively in a team environment across all organizational levels.
- Perform other duties as assigned.
Reports to: Assistant Vice President / Senior Loan Originator
Functions Supervised: None
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Completes application including data input and gathers supporting documentation.
- Inputs application data into ELC Loan Origination Software (LOS).
- Reviews and completes regulatory disclosures with applicants.
- Quotes interest rates and secures pricing through the Secondary Marketing Department once licensed.
- Utilizes automated underwriting systems (AUS) to obtain credit recommendations.
- Collects required application fees.
- Communicates with customers, both internal and external, regarding the status of the loan and relays information to all interested parties.
- Communications with all parties in a professional and courteous manner.
- Manages their pipeline of loans to verify accuracy of the current loan status.
- Conducts weekly pipeline reviews with their processor (processor pipeline meetings to be conducted with the SMLO).
- Knows and abides by AUMC Mortgage Policies, Procedures, and required job related training.
- Conducts mortgage marketing activity including the following: Active marketing of a contact database, conducts branch sales activity, conducts external sales calls, develops and maintains a social media presence, and creates a business plan.
- Required participation in AUMC Mortgage and industry events.
- Represents the credit union with the highest standards of professionalism.
- Obeys all applicable federal laws, rules, and regulations.
Reports to: Senior Vice President, IM Operations
Functions Supervised: Technical Support Analysts, Asset Control Officer, and Technical Documentation Specialist.
Primary Functions: Manage Compliance and Vulnerability related functions, O/S maintenance activities, IT Assets and department vendor management.
Duties and Responsibilities:
- Manages assigned personnel by: recruiting and maintaining a trained staff; making employment, promotion and transfer decisions; and ensuring effective use of assigned resources.
- Oversee the execution of the Credit Unions vulnerability and configuration management programs
- Develop or participate in the development of IM Operational standards and processes that maintain compliance with Credit Union Technical Compliance and Regulatory programs.
- Formulate and implement processes and procedures for tacking hardware, software, and equipment from requisition through retirement.
- Oversee the administration and maintenance of the Anti-Virus program.
- Participate in the development of a comprehensive vulnerability management program.
- Perform duties of Primary End User Authorization Contact for identified financial systems requiring strict access control.
- Develop, implement and maintain management reporting including trend analysis and forecasting for the environment.
- Ensure compliance with software and hardware licensing.
- Negotiate pricing, terms and maintenance agreements contracts with hardware and software vendors and service providers.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
- Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
- Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
- Work effectively in a team environment across all organizational levels.
- Perform other duties as assigned.