ESSENTIAL FUNCTIONS- Assists members and potential members with their financial needs, opens and closes membership accounts, savings and checking accounts, processes account transactions, resolves problems, and provide assistance and information regarding products and services in-person or by telephone, mail, email or other electronic means.
- Identifies cross-sell opportunities and cross-sells services by presenting and explaining Credit Union products and services.
- Serves as a liaison between the member and the credit union in providing account information and a variety of transaction services to members.
- Opens and closes membership accounts, savings and checking accounts, processes certificate of deposit transactions including renewals, and provides other assistance to members as needed.
- Processes requests for share transfers, loan payments, share withdrawals, check requests, line of credit advances, loan applications and other documentation necessary for completing loan files, funding approved loans, typing adverse action letters, maintaining lending department files.
- Approves loans up to $35,000 with Tier 1 lending authority.
- Performs collection actions on delinquent loans.
- Ensures appropriate records are maintained and required reports are prepared.
- Other duties as needed to drive the vision, mission and values of Highmark CU.
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