Position Summary: Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff
Essential Functions and Responsibilities:
- Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statements
- Educate members regarding all Call Federal products and services in a consistent sales environment
- Uses knowledge of a specific product, service, or other assigned area of expertise to answer member inquiries via face-to-face, telephone and or email
- Provide prompt efficient accurate information and basic teller transactions and adhere to Call Federal check cashing and deposit authority limits
- Verifies important information including endorsements, dates, and identification, to cash or deposit checks and pay out funds.
- Open accounts for existing members
- Provide services such as Visa gift cards and Visa cash advances
- Respond to member requests/ problems/ complaints and direct them to appropriate staff for additional assistance
- Ordering of all electronic/digital services
- Accountability for all assets under your control; including cash drawer, if applicable
- Process check imaging thru branch capture daily
- Assist members with all member service forms
- Uncover opportunities for member engagement, via in person or outbound sales calls to achieve sales goals
- Advocate and demonstrate company brand
- Other duties as assigned
Qualifications:
- High school diploma or equivalent
- Previous cash handling experience, minimum of a year
- Previous retail experience, minimum of a year
- Requires flexible schedule availability including evenings and weekends
- Excellent interpersonal skills required
- Self-motivated; can work independently, but also in a team environment
- Takes initiative to proactively add value to the member and credit union
- Positive and optimistic
- Trustworthy and honest
- Attention to details a must
- Acceptable background check; credit, criminal and insurance verification
Environmental Factors and Physical Requirements:
This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk stoop, kneel, crouch and manipulate (lift, carry, move) light to medium weights of 1-25 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read application information. The employee frequently is required to sit, reach with arms, talk and hear.
Benefits:
Medical Insurance
Dental Insurance
Vision Insurance
Voluntary Life
Pet Insurance
HSA/FSA/DCA
Parental Leave
Accident Insurance
Critical Illness Insurance
401K with generous employer contribution
Company Paid Benefits Include:
Group Life Insurance
Short-term Disability
Long-term Disability
HSA Employer Contribution and Matching
Employer Paid HRA
10 Paid Holidays
Birthday Off with Pay
Paid Community Service Time
PTO
Location: 9397 Atlee Rd, Mechanicsville, VA 23116
Hours: Monday - Thursday 8:45-5:15, Friday 8:45-6:15, Saturday 8:45-12:15
We are an equal opportunity employer and all qualified applicants will receive
consideration for employment without regard to race, color, religion, sex,
national origin, disability status, protected veteran status, or any other
characteristic protected by law.
Call Federal Credit Union provides passionately local banking, opening doors to our members’ financial health. As a full service financial co-operative, we’re driven by our members, rather than investors. And because we’re not-for-profit, our earnings are passed along to our members in the form of lower loan rates, higher savings dividends, and fewer fees. In addition to great rates, Call Federal members also enjoy a variety of perks, including discounted entertainment tickets (amusement parks, movies, concerts, etc.) and savings on mobile phone plans, travel, and more.
Membership is open to anyone who lives, works, worships, or attends school in the Greater Richmond region - our home for almost 60 years. We take great pride in giving back to our community, offering financial support, volunteer hours, and other resources to the charitable organizations we love; the ones that make a difference in the lives of our friends, family, and neighbors, including the Children’s Museum of Richmond, Junior Achievement of Richmond, Children’s Hospital of Richmond and more.
Please note that contact around your application will be through email.
Call Federal is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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