Communicates with the members and colleagues via telephone to discuss financial needs. Providing basic information including, but not limited to account balances, histories, rates, hours of operation, product and services, etc.Performs additional account maintenance such as adding or removing a joint, close accounts requests, IRA/HSA servicing, legal title changes, etc.Performs monetary and non-monetary transactions including, but not limited to transfers, pay by phone, stop payments, changes of address, opening sub-accounts, etc.Submits claims to the appropriate department and informs member of the resolution.Keeps updated on all credit union policies, procedures, promotions, and services.Educates and cross-sells members additional products and services that are most appropriate to their situation.Successfully meets or exceeds sales and quality monitoring goals.Successfully completes compliance requirementsUtilizes resources such as Connections, additionfi.com, and training materials, etc.Understands and utilizes phone and computer systems.Completes Lumen courses as directed by Management.Enters required loan information into the lending system with the knowledge on all lending policies, products, procedures, and promotions.Understands credit bureau report, identifies additional lending opportunities, educates member on best practices to improve credit score, while meeting or exceeding all lending goals.Ability to identify member’s lending needs and to cross-sell appropriate ancillary products (i.e. credit life/disability, GAP, and mechanical warranty).Other duties as assigned by Management.

Maintained filing system of current, prospective and future positions.Operated and maintained applicant tracking and candidate management systems.Verified applicant references and employment details.Put systems in to place for job posting and onsite expanding such as, employee flyer in areas, job postings, etc.Liaison between candidates and on boarding team.Decreased turn over rate by 10% within first year.