Job Description

Role
To assist members and potential members with their Credit Union needs via our centralized Smart Solutions Center. Provide information and promote a full range of products and services. Open accounts for members, and professionally handle the member’s daily needs. Provide a variety of transaction services to members including loan interviewing, processing, closing, and disbursal.
Experience
Knowledge and Skills:
One year to three years of similar or related experience.
Education
A high school education or GED.
Interpersonal Skills
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Location: Beaumont, Tx
Other Skills
Have above average listening and communication skills.
Have above average organizational skills.
Ability to operate general office equipment such as copier, computer, and other credit union provided equipment.
Must be able to operate related computer software as provided by the credit union.
Interviewing skills and techniques.
Be able to handle multiple, conflicting deadlines and projects.
Ability to generate essential reports, interpret data, and calculate ratios including the resolution of problems and incorrect information.
Working knowledge of lending analysis techniques.
Recognize acceptable forms of income verification and calculate personal income; including self employed individuals and income based on individual tax returns.
Properly identify acceptable forms of personal identification, with an awareness of possible fraud and/or forgery.
Have knowledge of the fundamentals of the financial industry, including the basic processes of other credit union departments and branches.
Understand negotiate instruments and the various clearing processes.
Work Environment
Provide all services via our Smart Solutions Center using specific video and queuing software.

Job Tags

Remote job,

Similar Jobs

Omaha Track

Local Truck Driver-Chicagoland-Home Nightly! Job at Omaha Track

...leader by focusing on continuous growth and improvement. We are adding Drivers to our Fleet in early 2025! Class A CDL Drivers are home nightly and paid every Friday. Scheduled Monday through Friday and 1 weekend per month. Extra load pay on weekend! The Driver...

TEKsystems

Executive/Admin Assistant - 100% Remote Job at TEKsystems

Position Overview: Executive Administrative Assistant - 100% Remote - Will attend onsite meetings a couple times per year.A little about this company.We're partnering with a nationally recognized provider of financial protection and insurance solutions that's known for...

Big Apple Therapy Associates

ABA Therapist Job at Big Apple Therapy Associates

...Behavioral and Autism services. The program is a community home-based parent training model. We are currently looking for Per Diem ABA therapiststo join our Bata team. Applicants must love children, possess good people skills, a joie de vivre and be team players with a...

Emazing Group: iHeartRaves / INTO THE AM

iHR Buying Intern Job at Emazing Group: iHeartRaves / INTO THE AM

...Into rave fashion? Lets make some magic! We are looking for a Buying Intern to join our team. Youll help shape the next big festival trends, work with our buying team, and get a behind-the-scenes look at how we create epic rave styles. Ready to roll? Join our team...

Sportsdigita

Part Time: Office Coordinator | Personal Assistant Job at Sportsdigita

...highly organized, adaptable, and proactive Oce Coordinator / Personal Assistant to serve as a vital member of our team. This hybrid role... ...sort mail daily, pack and ship packages, sending out to ensure timely delivery Assist Finance team with expense reporting, scanning...

(On-Site) Virtual Relationships Representative Job at Rave Financial, Beaumont, TX

RS9hOXF5NEV3T1VCQUh3Um5RcnpoV3hGMVE9PQ==