Coast360 Federal Credit Union · 4 months ago
Member Relations Associate
Tamuning, GU, USA
Full-time
Onsite
Entry Level
1+ years expCoast360 Federal Credit Union is a financial institution dedicated to serving its members. The Member Relations Associate is responsible for providing a variety of member service functions, including greeting and assisting members, processing transactions, and explaining credit union products and services.
CreditFinancial ServicesProfessional Services
Responsibilities
Greets, assists, and directs members, vendors or visitors to the proper department or employee
Answers general questions relating to the credit union or assist in arrangement of appointments as necessary
Ensures reception station and lobby areas are neat and orderly, and forms and other display items are stocked and well maintained
Secures doors for opening and closing, monitors sign-in logs for member service, credit division and platform activities
Monitors service time frames for members and visitors in the lobby, ensuring effective communications of progress or potential delays
Reviews consumer loan applications to ensure completeness of required documentation
Escorts members out after business hours
Processes a variety of transactions for members including but not limited to share deposits and withdrawals, cashier’s check purchases, Visa cash advances, loan payments, service charges, share and loan transfers, transactions received through the night depository, ATM units, and CU express box, check orders, account closures, dormant account activations, account updates, and other member inquiries
Receives payroll deduction lists from entities, reconciles payroll listing total to check amount and posts check to appropriate member or general ledger account
Receives and reviews a variety of requests to include Automated Clearing House (ACH) transactions, wire transfer authorizations, stop payments for cashier’s checks, payroll deductions, and automatic transfer authorizations
Obtain information from member or prospective member to assess their financial needs and recommend appropriate product or services such as savings, checking, term share, and individual retirement accounts, and other credit union products
Responds to member inquiry regarding the operation of accounts, access to services, adding or reducing service features on various accounts and credit union services, and assisting members to make the most effective use of service offerings
Interviews applicant to obtain personal and financial data and ensures completeness of the application for consumer loans
Performs other duties as might be assigned from time to time
Qualification
Required
A high school diploma or general equivalency diploma (GED) is required; plus one year related experience in administrative, member/customer service, and cash handling or any equivalent combination of formal training and/or experience which provide the necessary knowledge, skills, and abilities thereof
Ability to read and comprehend simple instructions, short correspondence, and memoranda
Ability to write simple correspondence
Ability to effectively present information in one on one and small group situations to members, potential members and other employees
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percentages
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Ability to operate standard office equipment and tools such as postage machine, fax machine, telephones, photocopier, typewriter, and utilize appropriate versions of current computer software (e.g., Microsoft Office)
The employee is regularly required to sit and talk or hear
The employee is occasionally required to stand; walk; use hands and fingers, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch, or crawl
The employee must occasionally lift and/or move up to 50 pounds
Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and the ability to adjust focus
Company
Coast360 Federal Credit Union
Coast360 Federal Credit Union is a banking and financial services company.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Lerissa M. Garcia, CPA
Chief Financial Officer
Cathy Champaco
Chief Lending Officer
Company data provided by crunchbase