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Education Development Specialist

ServU Federal Credit Union
Painted Post, NY Full Time
POSTED ON 1/20/2025 CLOSED ON 3/20/2025

What are the responsibilities and job description for the Education Development Specialist position at ServU Federal Credit Union?

Job description:

ServU Credit Union offers a workplace where employees feel valued. In a world of technology and automation, we know that our employees provide the meaningful touchpoints that our membership wants and needs. We are dedicated to the growth and success of our employees. We provide a healthy work-life balance and a supportive work environment.

ServU’s mission statement is “to responsibly serve the financial needs of our membership in a manner than exceeds their expectations.” We are member focused and are proud to serve 17 counties in our local area. We are committed to offering financial services as well as giving back through community events.

ServU provides a comprehensive benefits package including major medical, competitive salaries, 401(K) and generous paid time off. To find out more about ServU, please visit our website at servucu.com.

Job Summary

We are seeking a full-time Education Specialist to provide comprehensive training to new and existing employees on a wide range of financial services, including transactions, phones, member services, lending processes and basic financial counseling.

Job Duties:

  • Obtain a thorough working knowledge of all Credit Union products, services, procedures and policies
  • Responsible for training teller, lending and member service functions on products, software, compliance, policies and procedures
  • Assist with maintaining consistency throughout all branches
  • Ability to work as a Branch Specialist
  • Training may include structured office environment and in-branch follow-up training
  • Assist in the development and execution of an annual training plan
  • Maintain a highly motivated, well-trained staff that is knowledgeable on all credit union products and services
  • Create and foster a positive professional working relationship with staff
  • Encourage staff to actively promote products and services
  • Keep abreast of new training trends by attending seminars and reviewing professional publications
  • Complete the Financial Counseling Certification Program
  • Any other duties assigned by supervisor/management
  • Comply with all safety and security policies, practices and procedures. Report any unsafe or suspicious activities to your supervisor
  • Community involvement is a requirement of this position
  • Complies with all federal and state procedures and processes, including (but not limited to) the Bank Secrecy Act (BSA) and OFAC. Performs related responsibilities as required

QUALIFICATIONS / REQUIREMENTS:

  • Associate's degree or related knowledge
  • Ability to lift up to 25 lbs. (BSA) and OFAC. Performs related responsibilities as required
  • Strong social skills and professional appearance
  • Team player with department and other branch staff
  • Ability to handle multiple tasks simultaneously
  • Excellent grammar and communication skills
  • Organization skills with attention to detail
  • Strong computer skills
  • High level of confidentiality is mandatory
  • Timeliness and attendance are essential
  • Sitting or standing for extended periods of time
  • Valid driver license as travel to branch offices is required

ServU FCU is an Affirmative Action Equal Opportunity Employer. We fully encourage minorities, females, Veterans and Individuals with Disabilities to apply for all openings.

Job Type: Full-time

Pay: $18.36 - $22.95 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

People with a criminal record are encouraged to apply

Work Location: In person

Salary : $18 - $23

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