Location: 1000 NW 17th Avenue, Delray Beach, FL 33487 or 4450 24th Avenue, Vero Beach, FL 32967
Status: Full-Time – Non- Exempt
Primary Function:
Develop member account relationships and resolve/process account inquiries by assisting members via telephone and e-mail in a professional, prompt and efficient manner. Maintain full knowledge of all credit union products and services and promotions for the purpose of educating members and obtaining new accounts, certificates, checking accounts, and all other opportunities affecting the membership.
Job Duties:
- Deliver products and services to meet members’ financial needs by cross selling and referring at each touch point.
- Provide members with the most recent accurate information about the credit union features and benefits.
- Open member accounts and process transactions.
- Resolve and process account inquiries.
- Adhere to member identification guidelines.
- Positive Attitude
- Sales and service oriented
- Ability to handle high call volumes
- Ability to handle sensitive and confidential information
- Attention to detail and quality- oriented.
- Must have good computer skills
- Must be able to multitask and prioritize requests
- Flexible and adaptable
- Exceptional conversational and problem-solving skills
- Ability to work flexible hours to accommodate department needs as required
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Location: 790 Park of Commerce Blvd, Boca Raton, FL 33487
Status: Full-Time – Non-Exempt
Job Requirements:
- Service oriented individual
- Good communications skills
- Ability to work well with people
- Teller or cash experience preferred
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Location: 4450 24th Avenue, Suite 101, Vero Beach, FL 32967
Status: Full-Time – Non-Exempt
Primary Function: Perform collection activities on delinquent accounts related to loans and minimize losses related to loan delinquency.
Job Duties and Responsibilities:
- Perform daily collection activities on consumer, VISA and real estate loans by reviewing credit and other information on delinquent accounts and evaluating prospects for collection of monies owed.
- Manage the retention of the collections records/documents.
- Maintain records to support collection activities by documenting communications in FSP and /or CRM.Monitor payments are followed as negotiated. Ensure all delinquent accounts are handled procedurally correct.
- Remain current on changes within the legal, regulatory, economic, competitive and technology environments which may affect the collections operation function.
- Understand and describe the purpose of the Bank Secrecy Act (BSA), Anti Money Laundering, and Office of Foreign Asset Control policy (OFAC). Identify the BSA Administrator and responsibilities. Complete annual BSA training. Know where to find the BSA policies, procedures, and forms.
Education and Experience:
Job requires a minimum high school level of language, math and reasoning skills but some college preferred, or an equivalent combination of education and/or work experience. Formal position training should be supplemented with continuing education.
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Location: Jasper Branch, 124 West Church Street, Jasper, GA 30143
Barrett Parkway Branch, 1075 Cobb Place Blvd, NW, Kennesaw, GA 30144
Status: Full-Time – Non-Exempt
Primary Function: Welcome members to the Credit Union, and deliver excellent service by identifying member needs and financial solutions. Process consumer loan applications, make loan decisions, process transactions, and account changes according to member requests and credit union policies and procedures.
Job Requirements:
- Process accurate and timely account transactions and maintenance.
- Provide members with the features and benefits of our current products and services in order to find solutions for their financial needs.
- Accurately open member and business accounts.
- Originate consumer loan applications and collect the necessary paperwork for loan department processing.
- Provide back up to teller functions, as needed.
- Solve problems based on the job's required skill level and multitask to complete daily work and other duties as assigned.
- Take initiative to expand your knowledge and take on additional responsibilities.
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Location: South Atlanta Region
Status: Full-time - Exempt
Primary Function: Responsible for field sales activities building prospective relationships and deepening existing relationships within a defined territory. Identify and recruit new employer groups, partnerships, and develop relationships within the community. Develop employer groups, business accounts, and enroll new members on an ongoing basis.
Major Duties and Responsibilities:
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- Identify and recruit new employer groups.
- Manage administration of territory contacts ensuring all records are up-to-date including, but not limited to contacts, addresses, and company growth.
- Develop relationships with key contacts within the community that lead to growth for the territory.
- Develop and manage new member (business and consumer) and sales growth opportunities.
- Implementation of field sales activity to include presentations and on-site sign ups (virtual and in-person), POS material distribution, promotional and other communications, etc.
- Distribute promotional materials to all employer groups on an ongoing basis.
- Prepare standardized and custom reports as directed by management.
- Promote financial seminars at company locations and within the community.
Education and Experience: Job requires a four-year college degree with skills in language, math and reasoning. Four years’ experience in a related field with equal responsibilities is acceptable. Formal training should be supplemented with continuing education.
Work Environment/Physical Activities: Ability to work in fast-paced environment. Ability to handle multiple tasks simultaneously. Work creates normal fatigue daily. Work creates moderate stress during certain periods during daily routine. Job requires that Business Partners and members be served in the timeliest manner possible. Job requires extensive member and vendor contact on a continual basis. Job calls for a high degree of mental concentration to interpret and act upon a wide range of situations. Job requires a high degree of attention to detail. Potential travel mileage may average an excess of 7,000 miles annually. This job involves extended and flexible work hours. Automotive vehicle requirements are late models (less than 4-years old) that accommodate a minimum of four passengers (members).
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Location: Vero Beach, US1 Branch, 1340 US Highway, 1, Vero Beach, FL 34994
Status: Full-Time – Non-Exempt
Primary Function: Welcome members to the Credit Union, and deliver excellent service by identifying member needs and financial solutions. Process consumer loan applications, make loan decisions, process transactions, and account changes according to member requests and credit union policies and procedures.
Job Requirements:
- Process accurate and timely account transactions and maintenance.
- Provide members with the features and benefits of our current products and services in order to find solutions for their financial needs.
- Accurately open member and business accounts.
- Originate consumer loan applications and collect the necessary paperwork for loan department processing.
- Provide back up to teller functions, as needed.
- Solve problems based on the job's required skill level and multitask to complete daily work and other duties as assigned.
- Take initiative to expand your knowledge and take on additional responsibilities.
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Location:647 Roswell Street NE, Marietta, GA 30060
Status: Full-Time – Non-Exempt
Primary Function: Welcome members to the Credit Union and deliver excellent service by identifying member needs and offering financial solutions. Responsible for the processing of new memberships in accordance with credit union BSA policies and procedures for the Digital Branch. Perform a variety of support duties related to the onboarding of new accounts and the SilverCloud program
Job Requirements:
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Screen and open memberships through the uOpen program (uBanking).
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Actively monitor the Digital Branch PO Box to ensure member requests are completed in a timely manner.
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Conduct all BSA, Patriot Officer (OFAC) and ChexSystems verifications to ensure membership qualification of potential member. If membership denied, perform membership denial procedures accordingly.
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When membership approved, open membership account, and then immediately contact member for any additional documents needed, loan needs, etc.
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Deliver products and services to meet members’ financial needs.
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Provide members with the most recent accurate information about credit union features and benefits.
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Assist the Digital Branch Manager with the SilverCloud program as needed.
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Location: 790 Park of Commerce Blvd, Boca Raton, FL 33487
Status: Full-Time – Non-Exempt
Primary Function: Welcome members to the Credit Union, and deliver excellent service by identifying member needs and financial solutions. Process consumer loan applications, make loan decisions, process transactions, and account changes according to member requests and credit union policies and procedures.
Job Requirements:
- Process accurate and timely account transactions and maintenance.
- Provide members with the features and benefits of our current products and services in order to find solutions for their financial needs.
- Accurately open member and business accounts.
- Originate consumer loan applications and collect the necessary paperwork for loan department processing.
- Provide back up to teller functions, as needed.
- Solve problems based on the job's required skill level and multitask to complete daily work and other duties as assigned.
- Take initiative to expand your knowledge and take on additional responsibilities.