Job Description

Job Location: Admin Building - Saint Charles, MO 63304
Position Type: Full TimeEducation
Level: High School
Salary Range: $18.00 - $24.00 Hourly

Job Shift: Day
Job Category: BankingJOB FUNCTIONS
- Complete and oversee deceased account processing in accordance with established policies and procedures.
- Complete probate document reviews.
- Complete Trust and UTMA document and account reviews.
- Complete and oversee complaint tracking, review, and reporting process.
- Assist members and staff with operations-related questions and research.
- Assist with Power of Attorney requests and reviews.
- Perform other tasks as assigned by the Compliance Officer or designee.
KNOWLEDGE
- Thorough knowledge of banking products and services.
- Experience using financial institution data systems to conduct account maintenance and research.
- Understanding of credit union operations, policies, procedures, applicable Federal and State laws and regulations.
SKILLS
- Ethical, principled, responsible, and honest.
- Exhibit empathy when assisting individuals mourning loss of a loved one/navigating grief.
- Must exhibit above average listening and communication skills.
- Effectively collaborate and communicate with members, third parties and staff while maintaining accurate and detailed records.
- Exercise strong organizational skills.
- Average analytical abilities and exercise good judgement to find solutions for complex scenarios.
- Keen eye for detail, manage time effectively, and perform job functions with minimal supervision.
- Ability to remain professional, calm, and positive during difficult interactions with members and various third parties.
- Must effectively manage multiple tasks and responsibilities at the same time.
- Above average computer skills with Microsoft Office products, including, but not limited to Outlook, Word, Excel, and Power Point.
EDUCATION/EXPERIENCE
- High school diploma or equivalent.
- Two years of credit union or financial institution experience.
- Proficient in Microsoft applications.
PHYSICAL REQUIREMENTS
The position requires the following physical activities within varying environmental conditions:
- Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period.
- Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
- Occasional lifting, moving, or adjusting objects up to 20 pounds.
- Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
- Work will be in a commercially reasonable temperature-controlled environment.
- Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.