Universal Associate- Multiple Locations
Company: Georgia United Credit Union
Location: Duluth
Posted on: May 29, 2023
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Job Description:
CAREER OPPORTUNITY Georgia United Credit Union is a full-service
financial institution founded in 1958. As an organization that is
committed to service, our vision is to become the financial
institution and employer of choice by consistently exceeding our
member and team member expectations. We are seeking full-time
Member Consultants (Universal Agents) to work (Monday - Friday)
schedule. Multiple locations available. Responsible for initiating
consultative conversations with members to serve and anticipate
individual financial needs. Performs a broad variety of services to
advise members on Credit Union products and services. Ensures a
well-hosted member experience while working to meet or exceed the
Credit Union's mission and objectives. Actively builds long-term
member relationships to enhance financial wellness and positively
enrich the lives of members and the communities we serve.
Occasional local travel to other locations may be required.Georgia
United Credit Union regularly evaluates market data to establish
salary ranges that enable us to offer the best, competitive
compensation package for our positions. Individual compensation
packages are based on various factors unique to each candidate,
including skill set, experience, qualifications, internal alignment
and other job-related factors.Starting salary $19.75/hr.
Responsibilities: Identifies, recommends, and promotes products and
services to build a financial relationship in alignment with the
Credit Union's business strategy. Counsels' members regarding money
management and financial matters.Presents and explains Credit Union
services and products to members. Performs daily member services,
such as opening and closing accounts, and account research. Resolve
member account discrepancies by performing file maintenance and
account changes as needed. Assist with the escalation of complex
transactions when required.Demonstrates awareness and willingness
to achieve Credit Union, branch, and individual goals. Recommends
appropriate products and services to meet or exceed these goals,
using consultative conversations to assess the member's
needs.Interviews and gathers preliminary documents to originate,
process, and close consumer loans.Evaluates and verifies loan
application and credit criteria. Computes debit ratios and verifies
employment and income. Determines value of collateral and
recommends loans for approval. Notifies applicants of loan
decisions and requests additional information, if
required.Coordinates and processes closings. Ensures that each loan
is promptly and properly prepared, documented, processed, and
disbursed in accordance with the Credit Union's loan quality
standards.Assists in servicing loans by processing items such as
payoffs, refinances, loan workout arrangements, address changes,
payment extensions, collateral releases, and payment due date
changes.Welcome and direct members visiting the branch, creating a
positive member experience from start to finish.Processes
transactions that cannot be completed through automated channels in
the branch. Maintains a balancing record that meets established
standards for transactions performed. Assists members who are
performing transactions in the ATM+ machines at the
branch.Completes branch operational duties, including ensuring
branch security procedures are followed, assisting with monthly
branch audit responsibilities, assisting with the internal review
checklist, and compiling reports as required.Assists with
controlling branch cash, including balancing cash drawers, the
branch vault, cash recyclers, cash orders, and balancing the
ATM+'s, as required.Ensure members are informed of credit union
technology services and offerings. Assists members with trouble
shooting technology related transactions and issues.Identify and
report/escalate potentially fraudulent activity, keeping their
manager informed of activities and significant concerns, while
maintaining member information and privacyResponsible for
projecting and maintaining the credit union's professional
reputation with members by adhering to professional standards of
conduct. Always adhere to credit union guidelines and
policies.Complete special projects, and other duties as
assigned.Promotes and establishes strong, positive, and productive
working relationships within the organization through commitment to
the company's purpose, mission, and core values.
Qualifications:High school diploma or general education degree
(GED) required.At least one year of experience in a
service-oriented role.Previous cash-handling experience in a
financial institution is preferred.Must meet the qualifications
necessary for NMLS registration to meet the requirements of the
SAFE Act.Currently has notary license or must be able to obtain
license as part of standard job duties.Strong math skills
preferred.Computer proficiency with MS Office, including Word,
Excel and PowerPoint, Internet, and Email. We offer competitive
compensation and a multiple-option benefit package including
health, vision, dental, basic and optional life, short and
long-term disability, paid time off, annual time off, service days,
Traditional and Roth 401(k) plans and company matching, flexible
spending account, HSA and tuition assistance.All applications for
employment must be submitted using Georgia United's online careers
website. Only candidates meeting the minimum qualifications and
requirements will be considered for career opportunities.To apply
for opportunities, please visit: https://bit.ly/3xdXLz7 Georgia
United Credit Union is proud to be an Equal Opportunity
EmployerGeorgia United participates in
E-VerifyPDN-9727f07c-5e5e-4bac-a3ec-641596059db5
Keywords: Georgia United Credit Union, Roswell , Universal Associate- Multiple Locations, Other , Duluth, Georgia
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