What are the responsibilities and job description for the Customer Experience Banker position at TEKsystems?
*Job Description:*
* Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions utilizing products and services available
* Provide solutions within the governing policies and procedures of the credit union.
* Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Also, close accounts when necessary.
* Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries.
* Assist members in the successful resolution of questions or concerns they may have regarding their accounts
* Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file.
* Customize protection solutions for all applicable lending products, including payment protection, GAP, and warranty.
* Address member questions about mortgage loans, commercial loans, credit cards, and other products or services.
* Promote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationships.
*Additional Skills & Qualifications:*
* Associate's degree in banking, finance, business, or a related field.
* Two years of relevant experience; prior lending and financial services experience is preferred.
* Familiarity with Microsoft Office suite and web-based software packages.
*Employee Value Proposition (EVP):*
* Growth opportunity, big on promoting within.
* Culture: everyone counts and everyone is seen/heard!
*Work Environmen*t:
* M-W 8am-5pm, Thurs & Friday 9-6, every other Saturday 9-12.
* Business professional attire.
*Pay and Benefits*
The pay range for this position is $21.00 - $21.00
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*
This is a fully onsite position in Oshkosh,WI.
*Application Deadline*
This position will be accepting applications until Jan 31, 2025.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
* Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions utilizing products and services available
* Provide solutions within the governing policies and procedures of the credit union.
* Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Also, close accounts when necessary.
* Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries.
* Assist members in the successful resolution of questions or concerns they may have regarding their accounts
* Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file.
* Customize protection solutions for all applicable lending products, including payment protection, GAP, and warranty.
* Address member questions about mortgage loans, commercial loans, credit cards, and other products or services.
* Promote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationships.
*Additional Skills & Qualifications:*
* Associate's degree in banking, finance, business, or a related field.
* Two years of relevant experience; prior lending and financial services experience is preferred.
* Familiarity with Microsoft Office suite and web-based software packages.
*Employee Value Proposition (EVP):*
* Growth opportunity, big on promoting within.
* Culture: everyone counts and everyone is seen/heard!
*Work Environmen*t:
* M-W 8am-5pm, Thurs & Friday 9-6, every other Saturday 9-12.
* Business professional attire.
*Pay and Benefits*
The pay range for this position is $21.00 - $21.00
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*
This is a fully onsite position in Oshkosh,WI.
*Application Deadline*
This position will be accepting applications until Jan 31, 2025.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Salary : $21
