1st Community Federal Credit Union ยท 2 months ago
Branch Clerk
Eldorado, TX, USA
Full-time
Onsite
Entry Level
2+ years exp1st Community Federal Credit Union is a financial institution that provides various services to its members. They are seeking a Branch Clerk to deliver high-quality service by greeting members, processing loans, and maintaining accurate transaction records.
BankingCredit CardsDebit CardsFinancial ServicesInsurance
Responsibilities
Greets members, loan applicants and other visitors to the Credit Union. Represents the Credit Union in a courteous and professional manner
Follows the expectations set in the Member Service Values
Assists members and potential members, providing services such as answering questions, quoting rates, providing balances, researching and resolving problems related to member services and accounts
Consistently listens to members and observes documents looking for ways to help members identify and satisfy their financial service needs by cross-selling other Credit Union services
Receives loan requests in person or by telephone or receives information from loan officer. Ensures loan application is current, and that all information is complete. Pulls credit report if needed and forwards all documents necessary for Loan Officer review
Opens a variety of accounts, such as savings, checking, term share certificates, money market accounts, IRAs, and club accounts. Signs members up for services such as direct deposit, Texas Teller, ATMs, CU Easy, Bill Payer, Master Money debit card. Provides information on all relevant products and services
Sets up and maintains loan files, prints necessary forms, explains forms and terms to member, posts loan, disburses funds, records on loan minutes sheet. Follows up on loan documents which have not been returned. Communicates with Loan Officer and member as necessary
Monitors loans to ascertain that all documents, files, and computer records are accurate and complete
Orders checks for members. Handles checking account problems, such as stop payments
Assists members in reconciling checking accounts
Follows through on all problems and requests for service or loan information, ensuring member satisfaction
Performs clerical work associated with paying drafts and sending drafts for collection
Balances all work daily, including cash and other instruments
Qualification
Required
High school diploma or equivalent
Two years applicable public contact experience in customer service
One year cash handling, preferably with at least one year in a financial institution
Company
1st Community Federal Credit Union
1st Community Federal Credit Union offers accounts, loans, ATMs, insurance, cards, online banking, and other banking-related services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase