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Capital Credit Union · 1 day ago

Universal Employee

Green Bay, WI

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Capital Credit Union is committed to doing the right thing for its members and the community. The Universal Employee role involves assisting members with their transactional and consumer lending needs while promoting the Credit Union's products and services. This position requires building financial relationships and ensuring accurate processing of member transactions.

Banking

Work & Life Balance

No H1B

Responsibilities

Assists members with their transactional needs in person and over the phone. These may include but are not limited to deposits, withdrawals, loan payments, check cashing, transfers and more. Processes members’ transactions accurately and efficiently

Assists members with stop payments, account research, ACH items, pre-authorized transfers, wire transfers, account discrepancies and other account maintenance items

Assists members with their deposit side needs, including, but not limited to, IRA/HSA products, deceased accounts, and trust accounts

Assists members with their consumer loan needs, including, but not limited to, signature loans, consolidations loans, and secured loans

Interprets key documents and makes decisions based on policies and member data

Promotes applicable Credit Union products and services. Presents necessary information suited to members’ needs, including, but not limited to, consumer loans, debt protection, GAP, shares, share drafts, share certificates, IRA’s, HSA’s, Credit Card, home banking and more

Concentrates on building financial relationships with members while using a member advocacy approach

Spots needs and refers members to Mortgage Lenders, Financial Solutions Representatives and Commercial Lending

Corresponds with membership on eligibility requirements for accounts, loans and denials of credit

Actively attends meetings and training sessions to keep up to date and responsible for policies, procedures and regulations, including, but not limited to, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC)

Balances a cash drawer, including operating a cash recycler

Assists the branch with opening and closing procedures

Strives to help the members from start to finish with all of their banking needs

Qualification

Consumer lendingTransaction processingAnalytical abilityInterpersonal skillsMultitaskingSales skillsIndependent judgmentAttention to detailCommunication skills

Required

Ability to read, write, and comprehend detailed and technical instructions, short correspondence, and memos; the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education

Ability to pass a federal criminal background check and be listed on the Federal Mortgage Loan Officer registry as required by The S.A.F.E. Act

Ability to operate an on-line computer terminal, word processing, email, and adding machine as normally acquired through a basic course or one to three months of on-the-job experience

Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience

Ability to concentrate on and pay close attention to detail for over fifty percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy

Ability to multitask and switch from one task to the next easily

Analytical ability necessary to research and resolve member problems and determine the appropriate course of action

Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members in various degrees of stressful situations. Requires strong communication/listening skills to deal diplomatically and effectively with sensitive situations. Demonstrates strong motivation and sales skills

Ability to exercise a high degree of independent judgment when addressing member concerns. Must be supportive of the overall business objectives

Company

Capital Credit Union

Capital Credit Union is a not-for-profit financial institution in Northeastern Wisconsin, which focuses on the needs of over 120,000 members and growing.

Founded in 1927

Green Bay, WI, US

201-500 employees