Account Officer
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Job Location:
Bettendorf, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description
We strive to be Your Future Your Solution to accelerate your career!
PRIMARY FUNCTION:
This position exists to provide exceptional member service by greeting members completing transactions solving problems and making referrals of products and services in an efficient courteous and timely manner. This position is responsible for handling currency coin and negotiable items and projecting a professional image to the members. This position is also responsible for providing staffing coverage to all credit union branches.
PRINCIPAL DUTIES/RESPONSIBILITIES:
1. Maintain and balance cash and daily work accurately.
2. Complete member transactions accurately in a timely manner while providing a positive member interaction.
3. Apply critical thinking skills to recognize potential fraudulent activities take proactive measures to prevent and mitigate risks.
4. Process night drop and mail payments.
5. Maintain and balance ATM cash and coin machines.
6. Balance vault daily.
7. Perform all opening and closing procedures of the office.
8. Scan process and balance checks accurately.
9. Provide members with information about products and services.
10. Attain satisfactory ratings of service referrals.
11. Assist members with problems or questions and know where to refer them.
12. Actively and thoughtfully communicating with their supervisor planning their goals and development taking accountability for their actions and striving for excellence.
GENERAL DUTIES/RESPONSIBILITIES:
13. Promote products and services.
14. Attend all meetings as required.
15. Maintain clean and professional work area and appearance.
16. Maintain positive public relations and promote credit union within the community.
17. Complete educational programs as required.
18. Perform the following commitments of service to each and every member at all times:
a. Make a good first impression be dressed professionally and greet people with a smile and a firm handshake.
b. Keep a smile in my voice as well as on my face.
c. Answer the telephone by the third ring.
d. Call people by name and thank them.
e. Give people my full and undivided attention; focus on the person face to face and on the telephone.
f. Take responsibility for solving the individuals problem instead of referring it to someone else.
g. Deliver on commitments of action(s) to be taken so excuses wont be necessary.
h. Follow through on necessary action(s) to be sure the problem is solved.
i. Know that whats important is not only who or what created the problem but how the problem can be corrected.
j. Protect confidential information.
19. Other duties as assigned.
Qualifications
REQUIREMENTS OF THE POSITION:
High School diploma or equivalent.
* Bilingual in Spanish a Plus
One to three years similar or related experience.
Ability to receive and disburse funds in an accurate manner.
Reliable transportation.
Excellent communication and organizational skills.
Professional pleasant and outgoing personality.
Cash handling experience.
Ability to perform under pressure.
Excellent analytical skills.
Ability to sell.
Team player.
Knowledge of credit union operations.
Knowledge/ability to use various computer programs.
Decision making skills.
Saige Partners one of the fastest growing technology and talent companies in the Midwest believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at Experience:
Unclear Seniority
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
About Company
I’M LOOKING FOR A CAREER start here I’M READY TO HIRE start here 0 CURRENT OPENPOSITIONS browse jobs BUILDING CAREERS NOT JOBS Saige Partners is uniquely qualified to provide talent solutions for its clients. Through our extensive network we are able to identify, attract, place, and r ... View more
