Join our NavyArmy Credit Union Family!

Serving South Texas for 65 Years, NavyArmy Community Credit Union offers friendly, small-scale service with high interest checking and savings accounts, loans with fast and easy financing, and great tools for growing your money. Navy Army is among the best Credit Unions in Texas, by Forbes Magazine! We offer a wide range of career opportunities from tellers to information technology and customer service to facilities! We are looking for talent to support our growing branch and on-line networks.

Our vision is to meet the financial needs and goals of our members. We do this by offering financial services to individuals and families when others say no, we say Yes!

We believe the same about YOU – if you have a great attitude, care about your community and others – Yes, we can help build your Career!

Why Should You Apply?

• Team Oriented Culture – we support one another.
• Managers and Leaders that Care about YOU!
• Service Minded Organization, we are here to support our community.
• Opportunities for Career Growth and Professional Development
• Competitive total rewards (wages, incentives, and benefits)
• Part Time and Full Time Opportunities

PRIMARY OBJECTIVE OF POSITION

Responsible for establishing new and increasing existing member account relationships through sales and referrals. Serves as an initial sales and service contact for new and existing members.

Provide backup administrative tasks for credit union staff to ensure timely delivery of services to membership and contacts.

ESSENTIAL JOB FUNCTIONS
SERVICE

• Maintains excellence in delivering member service and exceeding the credit union and department service standards.
• Perform daily responsibilities along with knowledge of opening and closing accounts, debit cards, servicing members, and processing stop payments, wire transfers, placing check orders, processing special instructions on accounts, e-services and performing general file maintenance and researching transactions.
• If applicable, provide access and servicing to safe deposit box for members.

SALES

• Providing a consultative sales approach to meet our member's financial needs by proactively identifying opportunities to cross-sell and up-sell beneficial products and services.
• Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved.
• Consistently meet or exceed sales goals as set by management by effectively and efficiently cross-selling credit union products and services to both current and potential members.
• Responsible for referring sales opportunities to other lines of business.
• Input loan t applications to include recommendation of loan opportunities and forward to MSR/MSO for decision.

COMPLIANCE & REGULATIONS

• Maintain accurate data entry regarding member records, maintenance, and transactions; have the ability to find and correct errors.
• Ensure the protection of the credit union’s interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets.
• Adherence to security, internal control procedures, policies and applicable laws and regulations.
• Adhere to mandatory compliance, product, and credit union training.

All other duties as assigned.

RELATIONSHIPS AND CONTACTS

Reports To: Branch Manager

Contacts: Frequent contact with members and other departments face to face and by telephone.

EDUCATION

Requires a High School Diploma or GED

EXPERIENCE

One (1) year experience in assessing and meeting member needs, with 6 months minimum of financial/banking/CU experience.

PHYSICAL

Position involves wrist/hand manipulation, restriction to workstation for extended periods of time. May be required to stand for extended periods of time. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents. Communication abilities required by this job incudes clarity in speech and hearing for effective staff/member interaction. Must be flexible and willing to travel or relocate to different branches, as scheduled, or needed.

MENTAL

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must have a strong ability to read and carry out various written instructions and follow oral instructions. Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence. The ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

EQUIPMENT SKILLS

Personal computer with windows environment, ATM/ITM, scanner, and cash advance machine, calculator, copy machine, Debit card imprinter.