Mon – Sat Flex
Full-time
40 hours per week
Pay Range: $18.92/hr to $20.03/hr
The Universal Service Representative I employee acts as a Service Representative and enthusiastically cross-sell Credit Union services. Establishes and builds member relationships by identifying members’ needs and educating them with specific products and/or services. Responsible for performing a broad variety of customer services including opening new savings, share draft, and basic credit applications. Interviews, counsels, and advises members regarding basic loan products, deposits, and any other products/services, including investment referrals, insurance products, and mechanical repair coverage. Presents loan requests to underwriters for approval as per loan procedures.
Responsible for helping members via all channels such as phone, text, e-mail, and assisting members with video solutions, and self-serve channels to determine additional financial opportunities with the credit union in a prompt and courteous manner. Actively promotes and cross sells Electronic Services to members and serves as an electronic services expert in the branch.
Responsible for providing secretarial and clerical support for all loan processing activities. Prepares closing documents and miscellaneous paperwork necessary for booking and funding of new loan business each month. Provides general typing and clerical support for underwriting, including credit investigations and document preparation. Tracks and obtains proof of insurance as required on member loans. Maintains departmental records and files and types routine reports and records.
Ability to attain expected baselines in sales and service to support branch goals. Support marketing and lending initiatives such MRM outbound calling by proactively soliciting additional business for the Credit Union and identifying and selling AFCU products and services. Onboards new members by conducting outbound two week and two-month calls. Assists or refers members as necessary.
Universal Teller
#IND21
Training/Education/Certification:
Required Knowledge:
Experience Required:
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If this describes you, apply now to get the ball rolling! If it reminds you of someone you know that is also looking for work, tell them about us and this opportunity! Either way, thanks for considering us as your future employer, we look forward to hearing from you.
We’re proud to provide the finest financial products & services in the most professional and convenient manner possible. As the nation's 5th largest credit union, and with more than 130 locations, our team is dedicated to the well-being of 1.4 million members in Utah, Nevada, Idaho, Arizona, and New Mexico.
Our mission is to provide personal financial services of a superior quality to the members/owners; our chief concern being their financial well-being.
We desire to be the primary financial institution of our members. We will use automation and technology to support a highly trained group of volunteers and staff.
Professional managers will be accountable for the quality of service and will be given sufficient flexibility in implementing policy to ensure that the member perceives the highest degree of excellence in every contact.
Professional marketing will provide aggressive programs to sustain and increase growth. We will seek our growth both from new members and by serving the financial needs of present members in a more complete manner. We will not sacrifice quality of present services to seek growth.
In order to provide quality member services, the credit union must remain financially sound and secure. Adequate operating controls, capital reserves and liquidity will be maintained at all times.
We will be sales oriented in our approach to members, and traditional credit union philosophy will remain our guiding principle. Among financial institutions, this credit union is a unique organization with deep and abiding human values. Our goal is to maintain those qualities.
13 August 1985
