Full-time Full Service Representative, Beaumont

POSITION DESCRIPTION

POSITION SUMMARY
Professionally assists and serves members in a wide range of consumer and business services. Interviews, takes
applications, and prepares loans for credit approval. Completes loan servicing and disbursements as needed. Responsible
for performing a variety of member services such as opening and closing consumer and business accounts, renewing term
share accounts and assisting members with bookkeeping and checking account problems. Answers member questions
regarding Credit Union services provided and performs a variety of account maintenance. Attends to telephone inquiries and
transactions for members. Performs all teller functions as needed.

ESSENTIAL JOB DUTIES

• Assumes responsibility for the effective performance of loan interviews and clerical support functions.
• Assumes responsibility for the effective and professional performance of member service functions.
• Assumes responsibility for efficient, effective, and accurate performance of teller functions, as needed.
• Assumes responsibility for establishing and maintaining effective and professional business relationships with
  members.
  
  

NON-ESSENTIAL JOB DUTIES

• Assumes responsibility for establishing and maintaining effective coordination and communication with area
• Assumes responsibility for related duties as required or assigned.
  
  

Skills/Abilities:
Excellent communication and public relations skills.
Good organization skills and attentive to detail.
Proficient typing/data entry abilities.
Able to operate related computer applications, and related business equipment including telephone, calculator, and
adding machine.
Cooperative and able to coordinate well with others.

PREFERRED QUALIFICATIONS
Education/Certification:
None
Preferred Knowledge:
Understanding of loan interview procedures.
Basic understanding of financial operations is strongly preferred.
Experience Preferred:
Previous experience with a full-service financial institution helpful.
One to two years of new accounts or loan interviewing experience.

Skills/Abilities:
None

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
REPETITIVE MOTIONS: Movements frequently and regularly required using the wrists, hands, and/or fingers.
AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.
AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
STANDING: For prolonged periods on busy lobby days. On a regular basis, about 60% of work time.
PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. Lifts up to 10-15 lbs.(Almost all office jobs.)                                                                                                                                                                             

WORKING CONDITIONS:
None: No hazardous or significantly unpleasant conditions (such as in a typical office).