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The Polish National Credit Union · 1 month ago

Relationship Specialist - Member Service Representative

Chicopee, MA

Full-time

Onsite

Entry Level

1+ years exp

Polish National Credit Union is a member-owned credit union that provides a range of personal and business banking services. The Relationship Specialist will conduct member account functions, assist with various member services, and actively promote credit union products to enhance member financial well-being.

CommunitiesCredit BureauFinancial ServicesNon Profit

Responsibilities

Conduct all member account functions, including teller transactions, processing requests for new accounts and services, providing counseling, and cross-selling appropriate products or services to benefit the member and achieve established sales goals. Review all documentation for completeness and accuracy according to the organization’s compliance guidelines. Ensures that the teller cashbox balances daily. Researches and resolves cashbox errors as necessary

Assist with a wide variety of member services including regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions, and disputes, solve fraud issues, serve as notary public, close accounts, etc

Exhibit strong, advanced knowledge of all Credit Union products and services. Actively promote and cross-sell additional products and services based on member needs that are obtained from member interviews. Commit to improving the financial life of each member you serve by asking open-ended questions to uncover additional needs

Assist the branch in meeting or exceeding sales and service goals as established by the Credit Union

Demonstrate enthusiastic support of core purpose, core values and long-term objectives

Maintain positive working relationships with other departments

Represent the Credit Union to members in a courteous and professional manner while providing prompt, efficient, and accurate service during all member interactions. This includes promoting PNCU to potential members during business development functions or on-sites

Maintain a strong, advanced knowledge of all aspects of IRA’s

Maintain a strong, advanced knowledge of and be able to successfully originate and close all consumer loans

Maintain a strong, advanced knowledge of legal aspects of deposit accounts including POA, Personal Representatives, etc

Order the appropriate amounts and types of cash for the branch and maintain proper documentation of all currency received and disbursed

Maintain overall control and accountability for all vault reconcilements including ATM, coin machine, TCR, and Main vault. Periodically audit branch vaults/safes as required by policy

Provide in-person and telephone support in general and specific service-related information concerning credit union services and policies

Open and close the building in accordance with set hours and tests security equipment monthly

Remain in compliance with all applicable federal and state regulations, as well as credit union policies and procedures

Responsible for compliance with all applicable federal and state regulations, as well as credit union policies and procedures

Responsible for completion of all required compliance training, as well as completion of ongoing compliance training which may be assigned throughout the year

Qualification

Credit Union ExperienceConsumer Lending OriginationMortgage OriginationMLO RegistrationMicrosoft OfficeOrganizational SkillsProblem-Solving SkillsInterpersonal SkillsCommunication SkillsAttention to Detail