Location: 1000 NW 17th Avenue, Delray Beach, FL 33487
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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Locations:
Boynton Branch- 280 North Congress Avenue, Boynton Beach, FL 33426
Stuart Branch- 2260 SE Federal Highway, Stuart, FL 34994
Job Requirements:
- Service oriented individual
- Good communications skills
- Ability to work well with people
- Teller or cash experience preferred
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Location: WORK LOCATION IS OPTIONAL ( REMOTE)
Status: Full-Time – Non-Exempt
Primary Function: Coordinate all "closing" activity and perform preparation of mortgage loan
documents. Audit all inspection
reports. Explain and cross-sell the full
range of Credit Union products and services to members professionally
representing the Credit Union throughout the process.
Job Duties:
Order appraisals, credit reports, surveys, pest and roof inspections and title insurance.
· Verify insurance coverage.
· Coordinate time and place of closing.
· Provide closing package and accurate closing instructions to the closing agent.
· Calculate all fees to be charged and produce funding check.
· Balance Credit Union GL accounts to insure correct calculations.
· Review member's closing statement and check for accuracy.
· Double-check closed package for completeness before releasing file to the post-closer.
· Answer member questions regarding real estate lending. Provide loan payoffs, rates and fees to members. Explain funding and distribution of loan proceeds.
· Review payment schedule so that member understands repayment obligation.
· Cross-sell Credit Union products and services.
Job Requirements: Job requires a high school level of language, math and reasoning skills and two years of experience, or an equivalent combination of education and/or work experience. Formal position training should be supplemented with continuing education.
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Locations:
Sebastian Branch- 13600 US Highway 1, Sebastian, FL 32958
Vero Beach Branch- 1340 US Highway 1, Vero Beach, FL 32960
Status: 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:
- Deliver products and services to meet members’ financial needs.
- Provide members with the most recent accurate information about the features and benefits.
- Open member accounts and process transactions.
- Process consumer loan applications.
- Process teller transactions.
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