This position is intended to provide assistance to branches
first when short staffed in order to not compromise member service.
Knowledge of all phases of member services and cash handling. Be
aware of the requirements of BSA (Bank Secrecy Act) and Regulation
CC as it pertains to their daily job duties.
? Establish membership eligibility; open all types of accounts
to include savings, checking, DBA, time deposits, IRA's, trust
? Demonstrates a high level of product and service
? See the "Big Picture" of member retention and organization
? Offer alternatives to members and create "win-win"
? Identify solutions and do the right thing, making sound
decisions in resolving account problems and issues.
? Serve the members' timely, always going the extra mile to make
experience fulfilling and satisfying for the member.
? Counsel and conduct financial reviews and/or advise members
regarding loan requests, personal budgets, and family finance.
Refer members' to budget counseling centers when needed.
? Comprehend and comply with all Federal and State lending
regulations, and all Partner policies and procedures.
? Ensure that all loan documents are signed and reviewed by
processing prior to the members departure.
? Assist members' with transaction, account problems, questions,
accurately and efficiently including but not limited to: checkbook
imbalances, removing; adding joint owners, payroll and transfer
transactions, research, death claims, safe deposit boxes, etc.
? Perform transactions as requested by members to include:
Deposits, Withdrawals, Transfers, Payments, Statement Prints,
? Close accounts as requested.
? Ensure consistent implementation of Hold Policy.
? Perform ALL duties requested by the branch you are assisting,
including making outbound calls, financial reviews, and product
? Ensure each step of the secret shops is performed on EVERY
? Saturday hours may be required.
KNOWLEDGE, SKILL AND ABILITY
? Must be knowledgeable with all types of loan documents, credit
reports, and lending regulations such as Reg B (equal credit
opportunity) Reg Z (truth in lending), UCCC (uniform consumer
credit code) Reg E (electronic funds transfer) and Reg CC
(availability of funds).
? Must be able to prioritize and organize multiple tasks
? Must be able to work quickly and accurately to serve members
in a timely fashion.
? Ability to tactfully question and actively listen to members,
or employees to determine specific needs/concerns and bring
resolution to them.
? Ability to work with minimum supervision, meet deadlines, work
effectively as a team member, resolve problems, soothe irate
members, make decisions, and deal effectively with the public.
? Ability to communicate clearly, concisely, and professionally
in verbal and written form.
? Practices professional written and oral communication.
? Displays professionalism in appearance and demeanor.
? Ability to work with different levels of management.
EDUCATION OR FORMAL TRAINING
High school diploma or equivalent.
Previous experience in loan processing and cash handling.
COMPENSATION & BENEFITS
Starting hourly rate - $15.26 dependent upon experience
Being a part of Partner Colorado CU has its benefits. We offer
valuable benefits designed for you, your family, and your life. Our
plans are cost-effective, convenient and provide ways for staying
healthy, protecting loved ones, pursuing financial security and
living a full and balanced life. There is a potential for Annual
Performance Bonus, Medical Plans, Dental, Vision, HSA, 401(k)
match, Life/AD&D, Accident, Hospital Indemnity, Long Term Care,
Short-term Disability, Long-term Disability, Identity Theft, Paid
Time Off, Paid Holidays, Personal and Professional Development.
* The physical demand described here are representative of those
that must be met by an employee to successfully perform the
essential functions of the job. Reasonable accommodations may be
made to enable individuals with disabilities to perform essential
functions. * While performing the duties of this job, the employee
is regularly required to talk or hear. The employee is occasionally
required to stand; walk; use hands to finger, handle, or feel
objects, tools, or controls; reach with hands and arms; climb or
balance; and stoop, kneel, crouch, or crawl. * The employee must
occasionally lift and/or move up to 25 pounds. Specific vision
abilities required by this job include close vision, distance
vision, color vision, peripheral vision, depth vision, and the
ability to adjust focus. * The work environment characteristics
described here are representative of those an employee encounters
while performing the essential duties of this job. Reasonable
accommodations may be made to enable individuals with disabilities
to perform essential functions. * The employee is required to
travel, by auto, to various branch locations as determined by staff