Relationship Banker (with Vault and NMLS) - Ross Township Pa

OBJECTIVE

As a trusted advisor, you have the opportunity to provide memorable experiences to our Clearview members! You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging interactions! Your active participation in community events will be a contribution to others as well as to the growth of our Financial Centers. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview!

WORKING HOURS

Monday-Thursday 8:45am-5:15pm, Friday 8:45am-6:15pm and rotating Saturdays 8:45am-2:15pm. The Ross Township financial center is closed on Saturdays - however, you would be scheduled one Saturday a month at various locations, based on operational needs.

Minimum Qualifications

• High school diploma or equivalent required
• Three to five years of similar or transferrable experience required with vault duties
• NMLS License with Home Equity Loan application/closing experience
• Excellent member service skills
• Ability to build relationships through sales and service
• Proficiency in CRM software -Synapsys
• Vault duty experience a plus
• Excellent communication skills in person and on telephone
• Strong lending experience required, including Consumer, VISA, Home Equity Thorough knowledge of Credit Union products and services; experienced with CU products and services, policy and procedures
• Demonstrated cross-selling skills; achieve sales goals
• Excellent analytical skills
• Proficient computer skills
• Detail oriented
• Ability to maintain accuracy in a fast-paced environment
• Ability to work flexible hours based on operational needs
  
  

Essential Duties And Responsibilities

• Perform opening and closing procedures and adhere to security policies; Ensure the financial center is in balance at the end of each day; cash management responsibilities of the Teller Line as needed. Certified and experienced NMLS# Interview members and process all Consumer, VISA, and Home Equity Loan requests Package Payment Protection Products on every loan by using Clearview’s corporate standards. Achieve credit union loan protection goals
• Request and review credit reports, looking for additional loan opportunities to move to the credit union
• Review derogatory credit with member and note any comments on system
• Prepare loan documents for disbursal
• Disburse Consumer Loans
• Maintain thorough knowledge of loan policies, underwriting guidelines and rates
• Provide NADA quotes for autos, boats, aircraft and other secured loans.
• Provide general information on Business Loans and all services and products provided through electronic means
• Responsible for branch out-bound calling efforts to support branch growth, promotions, and follow up with members. Call list will be provided
• Provide accurate and appropriate account information encompassing all savings products, loans, IRAs and Certificates
• Educate and increase member awareness of all credit union products, services and promotions. Build relationships by educating members and increasing cross sales using Cross-Sale Manager Software. Seize all sales opportunities by utilizing sales and service techniques
• Open and process all new accounts (Consumer and Business). Update account information as required
• Verify all new members and/or joint owners following the Customer Identification Program.
• Ensure delivery and follow up of new accounts, loan applications and problems daily
• Support self-service electronic channels at the branch (eCUStation, ATM, TellerPhone). Escort the member to these components for demonstrations or assisted transactions as appropriate
• Provide rate quotes for all loan and savings products
• Process requested transactions/maintenance on member accounts
• Process wire transfer requests using electronic on-line form (1st party and repetitive wire transfers)
• Willing and trainable to be a notary
• Membership Officer Responsibilities – verify all new accounts opened are in Clearview’s Field of Membership
• Assist members with problems and complaints providing resolutions
• Mail requested information/forms
  
  

TELLER DUTIES

• Perform a variety of member service transactions, such as account holds, stop payment orders, Verification of Deposits and process direct deposit requests
• Package and ship excess coin to the Federal Reserve
• Verify cash from vault and follow Teller Policies and Procedures
• Identify member and process teller transactions
• Identify SBO (shared branch) member and process transactions (refer to SBO guidelines)
• Complete and/or verify credit union forms. Enter information on computer and/or communicate requests to specialized support department
• Process mail deposits/payments
• Open and process business night bags and perform other business account activities as required
• Maintain neat appearance of workstations and teller area
• Assist in balancing money orders
• Balance cash drawer at the close of business
  
  

Additional Duties

• Participate in departmental campaigns/programs achieving individual and team goals
• Participate in events that may impact the growth of the branch through involvement in the community
• Keep informed of promotional and marketing mailings
• Remain current in policies, practices, trends, technology and information affecting the organization
• Attend training sessions and meetings
• Handle other duties as assigned
• Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company’s vision and success
  
  

Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.