AltaOne Federal Credit Union · 9 hours ago
Universal Ambassador I (9767)
Bakersfield Ming MSC - Bakersfield, CA 93309
Full-time
Onsite
New Grad, Entry Level
$17.69/hr - $25.73/hr
0+ years expAltaOne Federal Credit Union is seeking a Universal Ambassador I to assist members with a wide variety of services and advise them on utilizing company products to meet their financial goals. The role involves opening accounts, providing customer service, and ensuring compliance with regulations.
CreditFinanceFinancial ServicesNon Profit
Responsibilities
Open various new accounts, process necessary information and educate the members as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
Explain and expedite the opening, closing, transfer, and rollover of IRA certificates
Assist with wide variety of customer services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist members with checkbooks, process credit card/loan applications for members, manages outgoing wires, solve fraud issues, notary, close accounts, etc
Assist members with opening CDs and educate members as to penalties, earnings, etc
Provide backup to tellers upon request
Set up auto transfers and sign up customers for ACH transfers and wires
Use every member contact as an opportunity to advise members about additional services or programs that might benefit them
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Qualification
Required
Six months to two years of similar or related experience, including time spent in preparatory positions
A high school degree or GED is required
Courtesy, tact, and diplomacy are essential elements of the job
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs
Must be capable of climbing/descending stairs in emergency situation
Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary
Must be able to work extended hours whenever required or requested by management
Must be capable of regular, reliable and timely attendance
Must be able to perform job functions independently and with limited supervision
Must work effectively as part of a team
Must be able to read and carry out various written instructions and follow oral instructions
Must be able to speak clearly and deliver information in a logical and understandable sequence
Must be able to perform basic financial calculations with accuracy
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization
Must demonstrate highest levels of customer service and discretion when dealing with the public
Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace
Must be capable of exercising highest level of discretion on confidential matters
Company
AltaOne Federal Credit Union
AltaOne Federal Credit Union offers financial services, loans and support both for member businesses and individuals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$11.98MKey Investors
Community Development Financial Institutions Fund
2024-07-01Debt Financing· $9.5M
2023-04-10Grant· $2.48M
Leadership Team
Stephanie Sievers
CEO
John Curl, CFA
Chief Financial Officer
Recent News
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