What are the responsibilities and job description for the New Account Representative position at CONNEX CREDIT UNION INC?
Job Details
Description
The New Account Representative is responsible for helping establish and attain sales and service goals and to promote membership growth through the expansion of member relationships under the supervision of the Branch Manager. A New Account Representative must provide outstanding service to all members and identify and find solutions for their financial needs to better their financial lives. The position requires professionally connecting with members in a way that will drive business to the branch. In addition, the position is responsible for maintaining a professional and efficient branch, with responsibilities including but not limited to; filling in for a branch manager during an absence, following all security protocol, and fostering a positive work environment with fellow staff. Connex has the right to transfer you to other locations to perform the same or other duties, if Connex believes such a transfer is in its best interest. This transfer may be temporary or permanent and you will be notified in advance if that is to occur, except for temporary, emergent transfers to cover due to shortage or other problem.
Essential Functions and Responsibilities:
- Drives loan volume within the branch by recognizing member needs and getting them in appropriate product.
- Work with member through entire loan process from application to closing.
- Performs preliminary reviews of member's financial status and effectively identifies member's needs and assists with attaining the member's financial goals.
- Serves as member’s point of contact point in all Credit Union matters.
- Researches and resolves member issues and takes ownership of those issues by resolving them personally. Follows up to ensure member satisfaction and resolution.
- Maintains and continually improves upon in depth knowledge of all credit union products, services, and procedures.
- Conducts daily outbound calls to new and prospective members in order build and expand relationships. Scheduled call nights may require after hour attendance.
- Assists with the appearance and professionalism of the branch.
- Adheres to all credit union policies and procedures and supports the culture of the organization.
Performance Measurements (if applicable):
Qualifications and Requirements:
- Associate’s Degree required or equivalent work experience
- 1 to 3 years retail or banking experience required