Personal Financial Representative
Westlake Hills
• Branch scheduling and training new team members• Opening New Accounts (Business, Personal, Trust, Estate, IRA)• Performing basic teller transactions and making check hold decisions • Complete Account Maintenance (Ownership Change, Share Addition/Removal)• Maintaining knowledge of and adhering to Credit Union products, policies, and procedures• Attending events in conjunction with Partner Groups• Maintain contact with members and prospective members including follow up calls regarding new accounts and follow up calls regarding possible account openings as well as providing excellent service in branch and via telephone.• Assuming informal leadership role at the branch, taking over activities such as leading meetings and branch motivation• Assisting as needed at other locations• Meeting with other CU leaders as part of development plan• Meeting and exceeding monthly sales goals both personal and branch level• Administrative duties including use of multiline phone system, 10-key by touch, and multifunction copy/fax machine• Taking and following up on loan applications• Assisting members with reviewing/repairing credit• Referring members for investment, mortgage, and insurance services