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The Teller is responsible for delivering accurate, professional, and solution-focused service to members. Responsibilities include assisting members in person and by phone, providing information about credit union products and services, and conducting account research. Additional tasks may involve performing necessary file maintenance and assisting with payroll and account changes. The role requires maintaining up-to-date knowledge of and adherence to security procedures and internal controls. Other duties may be assigned as needed.
The Mortgage Loan Officer is responsible for originating mortgage loans by engaging with potential borrowers and guiding them through the loan process. This includes preparing, analyzing, and verifying mortgage loan applications for the purchase, construction, or refinancing of residential real estate. The role requires strict adherence to the Credit Union’s Loan Policy and Procedures while ensuring full compliance with all applicable federal, state, and local regulations, laws, and agency requirements. The Mortgage Loan Officer must also deliver exceptional service to borrowers, maintaining a high level of...
The Universal Banker delivers a proactive, consultative, and service-focused banking experience by assisting members with transactions, maintaining accurate records, and identifying financial needs to recommend appropriate solutions. This role supports overall branch operations, provides exceptional and memorable member experiences, achieves sales and service goals, and efficiently handles a wide range of service requests. The Universal Banker is expected to maintain up-to-date knowledge of credit union products, security procedures, and internal controls to ensure compliance and safeguard member information.
The Teller Manager is responsible for overseeing associates to ensure they deliver accurate, professional, and solution-focused service to members. This role supports the Manager in all aspects of operations to ensure friendly and efficient service to the membership. In the absence of the Manager and Assistant Manager, the Teller Manager assumes full responsibility for the operation of the credit union branch. This role also requires maintaining up-to-date knowledge of and strict adherence to security procedures and internal controls. Additional duties may be assigned as needed.