Full-Time
Job Not Found
Del Norte Credit Union
Compensation Overview
$19.80 - $30.87/hr
+ Hourly differential: $1.00
Santa Fe, NM, USA
In Person
Category
 Finance & Banking (1) |
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Requirements
- One to three years of similar or related experience, including Consumer Lending.
- A high school education or GED.
Responsibilities
- Assist members with financial services through a consultative approach to determine the most value-added products and/or services to meet individual member needs. This includes opening and closing accounts, consumer loans, credit cards, answering questions about products and services, and problem resolution.
- Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms.
- Proactively assist members with their deposit and consumer lending needs through both the online and telephone channels with demonstrated prudent credit analysis and extensive knowledge of consumer lending practices and procedures; interview loan applicants to obtain personal and financial data for preparation of a credit decision bases on predetermined standards, while maintaining member confidentiality.
- Resolve problems within interviewer’s authority to resolve. Refer problems beyond interviewer’s authority to the next level supervisor, along with a recommendation.
- Ensure all needed member documents are collected so that the loan is processed in accordance with policy, procedure and guidelines established by the Credit Union.
- Involvement in training and coaching of staff. Participation in training sessions and workshops.
- Promote a needs based member education culture within the Virtual Contact Center both by example and mentoring of department consultants to identify opportunities to promote credit union products and services to live DNCU’s mission of improving lives while meeting and/or exceeding established member education goals.
- Work effectively in a team environment contributing to the success of the branch and organization.
- Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.
- Perform other related job duties as assigned.