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New Account Representative (LF 44)

Company: Amplify Credit Union
Location: Round Rock
Posted on: June 16, 2019

Job Description:

Job Title New Account Representative (LF 44) Job Type Full Time Category Service/Sales Location La Frontera - Round Rock, TX 78681 US (Primary) Schedule/s M-F between the hours of 8:00 am - 6:30 pm, Rotating Saturdays from 8 am - 2:30 pm Job Description THE ROLE New Account Representatives (Account Management Professionals) are the "face" of the credit union to our members who visit the branch. The position is a combination of sales, need fulfillment, and effective communications. This position is responsible for providing a superior banking experience for members of the credit union through face-to-face and/or phone/electronic interactions that personify our brand and create memorable, long lasting relationships. THE RESPONSIBILITIES

  • Creates memorable and positive experiences with every member interaction by consistently going above and beyond our members' expectations;
  • Participates in events and/or joins associations that reach out and benefit the community;
  • Displays a solutions-oriented attitude and the ability to provide choices and create simplicity for our members, potential members, and affiliates that allow them to achieve more and go beyond banking;
  • Proactively promotes appropriate credit union products and services to members and potential members;
  • Actively engages in follow-up contact (via phone, email, and/or hand written notes) with members in order to build and maintain strong relationships;
  • Contacts members regularly to establish, educate, and maintain relationships in regards to: new accounts; loans; member account maintenance; multiple delivery channel options; and various other products and services;
  • Meets or exceeds sales and production goals;
  • Responds to member(s) requests effectively and timely;
  • Demonstrates the ability to make sound decisions in ambiguous situations while minimizing the credit union's exposure to unnecessary risk;
  • Performs a variety of services for members including, but not limited to: opening all types of accounts; performing all traditional teller duties; selling negotiable instruments; performing account inquires; completing account maintenance; processing stop payments; providing notary services; processing wire transfers; completing research, forgery, and/or dispute documentation; issuing ATM/Debit cards; closing accounts; completing the loan application process; delivering loan approvals, denials, and counter offer decisions; completing various loan packets for funding; and closing loans as needed;
  • Performs ATM, vault, branch capture, coin machine cleaning and maintenance, and other operational duties as assigned Starting Pay Starting pay for this position is up to $17.50 an hour, depending on experience. This position is eligible for a quarterly incentive plan. Benefits Amplify offers full-time employees the following benefits: medical/dental/vision insurance, flexible spending accounts for medical and daycare expenses, company-provided life and disability insurance, 401(k) plan with matching contributions, fully funded pension plan, profit sharing, paid time off, paid time off to volunteer in the community, paid holidays, discounted gym membership, tuition reimbursement, and a friendly, open work environment. Click here to learn more about our benefits. Team Member Testimonials Click here to read about some of your potential coworkers and why they enjoy working at Amplify. Job Requirements Education and Experience High school diploma or general education degree (GED) required. Some college or a college degree preferred. 1+ years of financial services experience required. Prior cash handling and lending experience preferred. This position requires an outgoing, sales-oriented personality and a genuine caring attitude for the well-being of others. Fluency in speaking and writing in Spanish is a plus. Software & Equipment Requirements To perform this job successfully, an individual must have knowledge and be proficient in the use of a personal computer; MS Office software; 10-key calculator and telephone. Prior experience with the following applications preferred but not necessary: FSP; Meridian Link LoansPQ, Ultra Data; and Credit Bureau Systems. Other Qualifications ---Must be bondable by a Credit Union.
    • Must pass a background check and a credit check as well as a fingerprint background check to be registered with the Nationwide Mortgage Licensing System.
    • Must be able to work the schedule stated above. This position requires an outgoing, sales-oriented personality as well as: ---Knowledge of the fundamentals of banking and lending;
    • Knowledge of financial services delivery; and
    • An ability to analyze statistical and financial data. Equal Employment Opportunity AMPLIFY is committed to providing equal employment opportunities (EEO) to all applicants without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age, disability, or status as a covered veteran in accordance with applicable federal, state and local laws.

Keywords: Amplify Credit Union, Austin , New Account Representative (LF 44), Other , Round Rock, Texas

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