POSITION DESCRIPTION

POSITION TITLE: Branch Manager

LOCATION: Berwick

CLASSIFICATION: Full Time, Exempt

EXPECTED HOURS OF WORK (Generally):
    Monday to Thursday: 7:30 AM to 4:45 PM
    Friday: 7:30 AM to 6:15 PM
    Saturday: 8:30 AM to 12:15 PM
    *Late Friday and Saturday hours generally on a rotational basis

REPORTING RELATIONSHIPS

POSITION REPORTS TO:  Chief Member Experience Officer

POSITIONS SUPERVISED: Lead Member Service Officer (MSR), Backup Lead MSR, MSR(s)

POSITION PURPOSE

The Branch Manager is responsible for overseeing the day-to-day function of the branch and conducting business development for their coverage area. The Branch Manager must coach and motivate staff to recognize and fulfill individual and Branch expectations and should meet their own individual goals and service expectations. This individual should identify and meet the needs of the Credit Union’s existing and prospective members and is ultimately responsible for all functions of the branch including answering inquiries about accounts (shares & loans), opening new accounts, offering consumer loans, and assisting with any member issues.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Manage all aspects of Branch operation, ensuring compliance with all Credit Union policies and procedures

• Develop the Branch staff and create a team atmosphere with the assigned branch and between branches.

• Develop and maintain relationships with potential and existing members, and community organizations (business development)

• Assist in building a working environment with clear goals, constant communication, feedback, and recognition.

• Provide feedback to management regarding marketing ideas and sales efforts.

• Participate in training of staff, evaluation of performance, and recommendations of appropriate action regarding promotions or disciplinary action as necessary.

• Understand and enforce applicable financial institution rules and regulations

• Assist in developing and maintaining an engaged and accountable workforce.

• Oversee the opening and closing of the branch and the work schedule(s) of the staff.

• Assist in the training and motivation of staff in cross-selling of the Credit Union’s products and services to strengthen member relationships and encourage participation in Credit Union events and fundraising activities

• Ensure staff completes all required training in a timely manner

• Seek consumer loan applications and provide appropriate follow-up.

• Provide branch support through the operation of a cash drawer, account maintenance and opening, loan maintenance and application, and other branch operations tasks as needed

• Represent the Credit Union in public relations activities and community events.

• Maintain a professional appearance among staff and when representing the Credit Union.

• Perform other duties as assigned.

PERFORMANCE MEASUREMENTS

1. Personal and branch profit goals are met or exceeded. Expenses are controlled and well managed.
2. Capitalizes on opportunities to increase member utilization, SEG penetration, and community involvement. Schedules on-sites and other events to engage the community and develop business.
3. Demonstrates ability to have effective open communication with all levels of the organization.
4. Takes ownership of member issues and one’s actions.
5. Fosters teamwork by cooperating and collaborating with others.
6. Conducts oneself with integrity, being honest, trustworthy, ethical, and dependable.
7. Demonstrates a service mindset showing genuine concern for the needs of the members, the team, and the Credit Union as a whole. Promotes the same within the team.
8. Maintains a high degree of confidentiality and promotes the same within the team.
9. Shows competency with policies, procedures, and regulations. Ensures team is knowledgeable in all related areas and that the branch is compliant.

QUALIFICATIONS

EDUCATION/CERTIFICATION: Bachelor’s Degree from a four-year college or equivalent experience

PREFFERRED KNOWLEDGE: 3 years management experience preferred

SKILLS/ABILITIES:

• Consumer Lending experience
• Excellent communication and interpersonal skills
• Detailed knowledge of financial institution rules and regulations with a willingness to comply
• Exhibit strong attention to detail and excellent organizational skills
• Ability to manage and motivate staff, including evaluations
• Strong business development skills
• Proven ability to work within a team
• Dedicated work ethic with personal and professional integrity
• Ability to undertake and complete multiple tasks, meeting deadlines
• Commitment to the credit union philosophy of “People Helping People”

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly or quickly.

AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

PHYSICAL STRENGTH: Sedentary work: sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

WORKING CONDITIONS

NONE: No hazardous or significantly unpleasant conditions (a typical office environment)

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

REASONING ABILITY: Ability to handle multiple complex issues and problems simultaneously

MATHEMATICS ABILITY: Ability to perform basic mathematical calculations

LANGUAGE ABILITY: Skillful in written and verbal communication

BENEFITS*:

• Comprehensive health, dental and vision benefits within thirty days
• Employee Assistance Program
• STD/LTD/Life Insurance
• Profit Sharing/401K with company match
• Paid sick time, paid family sick time
• Paid holidays
• Paid vacation
• In-house training sessions

*Part-time employees may not be eligible for all benefits

POSITION DESCRIPTION

POSITION TITLE: Lead Member Service Representative (MSR)

LOCATION: Berwick

CLASSIFICATION: Full Time, Non-Exempt

REPORTING RELATIONSHIPS

POSITION REPORTS TO:  Branch Manager

POSITIONS SUPERVISED: Branch MSRs

POSITION PURPOSE

The Lead MSR is responsible for the scheduling, training, and directing the workflows and assignments of the branch MSR team. The Lead MSR is a problem solver, capable of researching member complaints and system discrepancies.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Process transactions for members, including but not limited to, cash withdrawals, deposits, transfers, account opening, account maintenance, wires, and card maintenance requests.

• Provide written input and assist in the delivery of performance evaluations to employees in the branch MSR team.

• Be proficient in all responsibilities of an MSR. Lead by example through providing exceptional member service and participating in credit union sponsored activities and promotions.

• Schedule work assignments in a fair and consistent manner following approved work policies.

• Responsible for management of cash in the vault, ATM, and daily cash balancing.

• Ordering cash from the Federal Reserve and validating ordered and received cash will be performed as needed.

• On a periodic basis the Lead MSR will participate in audit cash counts.

• Subject Matter Expert in all processes relating to SOPs, core system functionality, policies, and appropriate regulations and laws relating to financial institutions.

• Perform any other duties as assigned.

PERFORMANCE MEASUREMENTS

1. Core System transaction competency. Lead MSRs will be proficient in all Core system transactions enabling them to provide solutions to all member transaction requests. This competency will be evaluated annually as part of the performance evaluation process. Executing the transaction correctly the first time will be the performance metric, along with over / short and voids.
2. Policy / Procedure/ Regulatory Knowledge. Lead MSRs will understand and uphold all policies and procedures related to the business they conduct. Lead MSRs will know and uphold all regulatory requirements, including, but not limited to, BSA, Funds Availability, and Regulation Z. This competency will be evaluated annually as part of the performance evaluation process.
3. Product / Service Knowledge. Lead MSRs will understand and promote all of the products and services offered by MC. This includes ongoing promotions, advertised specials, and community messaging. This competency will be evaluated annually as part of the performance evaluation process. Specifically:
   • Basic knowledge of products and services. Lead MSRs will service members by opening new accounts and referring members to the Loan Officer for lending products.
   • Basic knowledge on loan product offerings (Home Equity, 1^st Mortgage, Auto Loan, Student Loan, Credit Card, Personal Loan). Lead MSRs will assist in making the member an appointment with the Loan Officer.
   • Basic knowledge of MC electronic product offerings for Digital Banking, BillPay, Audio Banking, and remote deposit. Specifically, ability to enroll, unlock, reset, or de-enroll on a daily basis.
4. Demonstrate Leadership. Promote a cohesive and positive work atmosphere through the effective management of the MSR team. Provide support and feedback to MSRs within the team, assisting with establishing goals, providing training, completing performance evaluations, and other leadership duties.
5. Confidentiality Expectations. All member information is protected on a need-to-know basis. Lead MSRs must address this requirement with full attention. Violations in this area are grounds for termination.
6. Dependability. Accurately report time worked into the employer identified timecard system per established deadlines. Attendance and punctuality at work is critical.

QUALIFICATIONS

EDUCATION/CERTIFICATION: High school diploma or equivalent GED. Associates degree preferred but not required. 

REQUIRED KNOWLEDGE:

• Working knowledge of data processing procedures and personal computer applications
• 2 – 3 years prior MSR or teller experience
• Prior leadership experience preferred

SKILLS/ABILITIES:

• Excellent leadership and management skills
• Excellent written and verbal communication skills
• Excellent organizational, analytical, and problem-solving abilities
• Able to coordinate, manage, and direct others
• Dedicated work ethic with personal and professional integrity
• Ability to undertake and complete multiple tasks, meeting deadlines
• Experience with Microsoft Office Suite
• Strong desire to improve the lives and financial wellbeing of our diverse membership
• Commitment to the credit union philosophy of “People Helping People”

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly or quickly.

AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

PHYSICAL STRENGTH: Sedentary work: sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

WORKING CONDITIONS

NONE: No hazardous or significantly unpleasant conditions (a typical office environment)

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

REASONING ABILITY: Ability to deal with all members in a professional manner under any and all circumstances

MATHEMATICS ABILITY: Must be able to perform basic mathematical calculations free from errors or miscalculations

LANGUAGE ABILITY: Ability to communicate to all members in a clear and concise manner

BENEFITS*:

• Comprehensive health, dental and vision benefits within thirty days
• Employee Assistance Program
• STD/LTD/Life Insurance
• Profit Sharing/401K with company match
• Paid sick time, paid family sick time
• Paid holidays
• Paid vacation
• In-house training sessions

*Part-time employees may not be eligible for all benefits

POSITION DESCRIPTION

POSITION TITLE: Backup Lead Member Service Representative (MSR)

LOCATION: Berwick

CLASSIFICATION: Full Time, Non-Exempt

REPORTING RELATIONSHIPS

POSITION REPORTS TO:  Lead MSR

POSITIONS SUPERVISED: Branch MSRs

POSITION PURPOSE

The Backup Lead MSR is responsible for assisting the Lead MSR in directing the work flows and assignments of the branch MSR team. The Backup Lead MSR is a problem solver, capable of researching member complaints and system discrepancies. The Backup Lead MSR takes over the duties of the Lead MSR in their absence.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Deliver outstanding member service. From the moment of contact (phone, digital, or in-person) MSR will be fully engaged with the member providing their undivided attention and delivering superior service.
• Greet and welcome members to the Credit Union in a courteous, professional, positive, and timely manner.
• Process member transactions accurately and efficiently. Process withdrawals, deposits, transfers, cash advances, loan payments, cashier checks, money orders, savings bond redemption, wire transfers, etc.
• Verify transactions. Monitor deposit and withdrawal amounts; examine documents for endorsement and negotiability. Use a high attention to detail to avoid mistakes. If an error occurs, promptly respond to the issue and work to resolve the issue in a timely manner.
• Provide written input and assist in the delivery of performance evaluations to employees in the branch team, be proficient in all SOPs relating to all responsibilities of a Backup Lead MSR, schedule work assignments in a fair and consistent manner following approved work policies, and provide direction regarding member service expectations.
• Responsible for management of cash in the vault, ATM, and daily cash balancing. This requires detailed knowledge of the core delivery system, policies and procedures outlined in our cash SOPs.
• Vault access and control is the responsibility of the Backup Lead MSR.
• Ordering cash from the Federal Reserve and validating ordered and received cash will be performed on an as need basis.
• Perform any other duties as assigned by supervisor.

PERFORMANCE MEASUREMENTS

1. Core System transaction competency. Backup Lead MSRs will be proficient in all Core system transactions enabling them to provide solutions to all member transaction requests. This competency will be evaluated annually as part of the performance evaluation process. Executing the transaction correctly the first time will be the performance metric, along with over / short and voids.
2. Policy / Procedure/ Regulatory Knowledge. Lead MSRs will understand and uphold all policies and procedures related to the business they conduct. Lead MSRs will know and uphold all regulatory requirements, including, but not limited to, BSA, Funds Availability, and Regulation Z. This competency will be evaluated annually as part of the performance evaluation process.
3. Product / Service Knowledge. Backup Lead MSRs will understand and promote all of the products and services offered by MC. This includes ongoing promotions, advertised specials, and community messaging. This competency will be evaluated annually as part of the performance evaluation process. Specifically:
   • Basic knowledge of products and services. Backup Lead MSRs will service members by opening new accounts and referring members to the Loan Officer for lending products.
   • Basic knowledge on loan product offerings (Home Equity, 1^st Mortgage, Auto Loan, Student Loan, Credit Card, Personal Loan). Backup Lead MSRs will assist in making the member an appointment with the Loan Officer.
   • Basic knowledge of MC electronic product offerings for Digital Banking, BillPay, Audio Banking, and remote deposit. Specifically, ability to enroll, unlock, reset, or de-enroll on a daily basis.
4. Demonstrate Leadership. Promote a cohesive and positive work atmosphere through the effective management of the MSR team. In conjunction with the Lead MSR, provide support and feedback to MSRs within the team, assisting with establishing goals, providing training, and other leadership duties.
5. Confidentiality Expectations. All member information is protected on a need-to-know basis. Backup Lead MSRs must address this requirement with full attention. Violations in this area are grounds for termination.
6. Dependability. Accurately report time worked into the employer identified timecard system per established deadlines. Attendance and punctuality at work is critical.

QUALIFICATIONS

EDUCATION/CERTIFICATION: High school diploma or equivalent GED. Associates degree preferred but not required. 

REQUIRED KNOWLEDGE:

• Working knowledge of data processing procedures and personal computer applications
• 2 – 3 years prior MSR or teller experience
• Prior leadership experience preferred

SKILLS/ABILITIES:

• Excellent leadership and management skills
• Excellent written and verbal communication skills
• Excellent organizational, analytical and problem-solving abilities
• Able to coordinate, manage and direct others
• Dedicated work ethic with personal and professional integrity
• Ability to undertake and complete multiple tasks, meeting deadlines
• Strong desire to improve the lives and financial wellbeing of our diverse membership
• Commitment to the credit union philosophy “People Helping People”

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly or quickly.

AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

PHYSICAL STRENGTH: Sedentary work: sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

WORKING CONDITIONS

NONE: No hazardous or significantly unpleasant conditions (a typical office environment)

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

REASONING ABILITY: Ability to deal with all members in a professional manner under any and all circumstances

MATHEMATICS ABILITY: Must be able to perform basic mathematical calculations free from errors or miscalculations

LANGUAGE ABILITY: Ability to communicate to all members in a clear and concise manner

BENEFITS*:

• Comprehensive health, dental and vision benefits within thirty days
• Employee Assistance Program
• STD/LTD/Life Insurance
• Profit Sharing/401K with company match
• Paid sick time, paid family sick time
• Paid holidays
• Paid vacation
• In-house training sessions

*Part-time employees may not be eligible for all benefits

POSITION DESCRIPTION

POSITION TITLE: Member Service Representative (MSR)

LOCATION: Berwick, may be asked to cover at other locations if needed

CLASSIFICATION: Full Time, Non-Exempt

REPORTING RELATIONSHIPS

POSITION REPORTS TO:  Lead MSR

POSITIONS SUPERVISED: None

POSITION PURPOSE

The Member Service Representative (MSR) is a primary service delivery employee focused on delivering solutions to potential and existing members in a positive and professional manner. The MSR will perform a wide range of transactional duties to serve the member by receiving or paying out funds with high accuracy. This role demands a high level of focus in three areas: attention to detail, technical expertise, and engaged and courteous service. MSRs may be asked to travel between branches as necessary to meet business needs.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Deliver outstanding member service. From the moment of contact (phone, digital, or in-person) MSR will be fully engaged with the member providing their undivided attention and delivering superior service.  
• Greet and welcome members to the Credit Union in a courteous, professional, positive, and timely manner. 
• Process member transactions accurately and efficiently. Process withdrawals, deposits, transfers, cash advances, loan payments, cashier checks, money orders, savings bond redemption, wire transfers, etc.  
• Verify transactions. Monitor deposit and withdrawal amounts; examine documents for endorsement and negotiability.  Use a high attention to detail to avoid mistakes. If an error occurs, promptly respond to the issue and work to resolve the issue in a timely manner. 
• Perform account openings and maintenance as needed. Order credit union products for members as requested. Recommend products and services to help improve members’ financial wellbeing. 
• Maintain privacy of member’s account information 
• Assist members by answering questions. Actively listen and collect data to ensure member satisfaction. 
• Actively participate in Credit Union events and volunteering/fundraising opportunities 
• Accurately balance cash drawer at end of each shift.   
• Maintain an up-to-date and comprehensive knowledge on all Credit Union products and services; as well as knowledge of all related policies, procedures, and regulations.  
• Demonstrate a willingness to travel between assigned locations to help the team. Arrive at the assigned location on time with a professional appearance.  
• Have a positive, respectful attitude with all members, staff, and management personnel. Communicate effectively with team members and management. 
• Exemplify qualities such as honesty, integrity, willingness to learn, and accountability. 
• Perform other duties as assigned.  

PERFORMANCE MEASUREMENTS

1. Core System Competency. MSRs will be proficient in all Core system transactions enabling them to complete all member transaction requests. MSRs are expected to complete transactions efficiently and accurately. Voids, drawer differences, and other mistakes will be considered during evaluations. This competency will be evaluated annually as part of the performance evaluation process.

2. Policy, Procedure & Regulatory Knowledge. MSRs will understand and uphold all policy and procedures related to the business they conduct. MSRs will understand all Credit Union compliance procedures. Specifically, BSA, Funds Availability Policy, Reg Z, etc. This competency will be evaluated annually as part of the performance evaluation process.

3. Product & Service Knowledge. MSRs will understand and promote all products and services offered by MC. This includes ongoing promotions, advertised specials, and community messaging. MSRs will assist members with the utilization of all products and services, as requested. This competency will be evaluated annually as part of the performance evaluation process.

4. Communication Expectations. MSRs will maintain open and honest communication with members, staff, and Credit Union management. Communication tools and Credit Union technology will be used for business purposes only and in a respectful manner. This expectation will be evaluated annually as part of the performance evaluation process.

5. Confidentiality Expectations. All member information is protected on a need-to-know basis. MSRs must address this requirement with full attention. Violations in this area are grounds for termination.

QUALIFICATIONS

EDUCATION/CERTIFICATION: High school diploma or equivalent.

REQUIRED KNOWLEDGE: Financial Services experience is preferred but not required

EXPERIENCE REQUIRED: Financial Services experience is preferred but not required

SKILLS/ABILITIES:

• Customer service skills 
• Accurate cash handling 
• Excellent written and verbal communication skills 
• Excellent organizational and problem-solving abilities 
• Microsoft Office Suite experience 
• Dedicated work ethic with personal and professional integrity 
• Ability to undertake and complete multiple tasks while meeting deadlines 
• Strong desire to improve the lives and financial wellbeing of our diverse membership 
• Commitment to the Credit Union philosophy of “People Helping People”. 
• General office equipment skills  

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly or quickly

AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

PHYSICAL STRENGTH: Sedentary work: sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

WORKING CONDITIONS

NONE: No hazardous or significantly unpleasant conditions (a typical office environment)

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

REASONING ABILITY: Ability to deal with all members in a professional manner under any and all circumstances

MATHEMATICS ABILITY: Must be able to perform basic mathematical calculations free from errors or miscalculations

LANGUAGE ABILITY: Ability to communicate to all members in a clear and concise manner

BENEFITS*:

• Comprehensive health, dental and vision benefits within thirty days
• Employee Assistance Program
• STD/LTD/Life Insurance
• Profit Sharing/401K with company match
• Paid sick time, paid family sick time
• Paid holidays
• Paid vacation
• In-house training sessions

*Part-time employees may not be eligible for all benefits

POSITION DESCRIPTION

POSITION TITLE: Loan Officer

LOCATION: Berwick

CLASSIFICATION: Full Time, Non-Exempt

REPORTING RELATIONSHIPS

POSITION REPORTS TO: Consumer and Indirect Lending Manager

POSITIONS SUPERVISED: None

POSITION PURPOSE

The Loan Officer performs activities related to decisioning loan requests with the goal of achieving the optimal outcome for the Credit Union and the Borrower, working within established lending authorities, exception guidelines, and regulatory requirements.  They are responsible for consumer and real estate lending.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Evaluate borrower needs & to discuss appropriate loan products. Take loan applications in person or over the phone and obtain related documentation, as well as pre-qualify loan applications and issue pre-approval notifications as necessary. Demonstrate a positive attitude to build new and maintain existing relationships.

• Develop relationships with centers of influence (realtors, attorneys, accountants), and other referral sources for the purpose of increasing loan business.

• Cross-sell and refer other Credit Union products, as appropriate, and introduce new borrowers to the Manager of the branch most convenient to the borrower’s property address.

• Consistently demonstrate effective and appropriate verbal and written communication skills.

• Ensure all files and data input meet compliance and regulatory guidelines.

• Input loan data into various processing and underwriting systems

• Monitor individual pipeline of applications that are placed into processing.

• Assist with the evaluation of current procedures and workflow changes and the implementation of those changes, as requested.

• Assist borrowers with problems or questions regarding lending services.

• Establish a close working relationship with other loan department personnel to ensure an efficient flow of files and member service.

• Stay informed of competitors’ programs as well as external market trends relating to lending.

• Participate in promotions, activities, and other campaigns as requested.

• Work with the Marketing Department on initiating various activities to increase business.

• Complete consumer and commercial mortgage transactions

• Open new member accounts, as needed, to assist the MSR line.

• Perform any other duties as assigned

PERFORMANCE MEASUREMENTS

1. Policies, goals, and procedures are established which further the strategic plans and objectives supporting the mission and vision of the Board of Directors of MC Federal Credit Union.

2. Profit growth goals are met or exceeded. Expenses are controlled and well managed.

3. Ability to have effective open communications with all levels of the organization.

4. Be accountable by taking ownership of member issues and responsibility for one’s actions.

5. Foster teamwork by cooperating and collaborating with other employees.

6. Conducts oneself with integrity by being honest, trustworthy, and ethical in all work activities and interactions.

7. Work with a service orientation by having a genuine concern for the needs of one’s members and by being friendly, professional, and following through on commitments.

QUALIFICATIONS

EDUCATION/CERTIFICATION: Bachelor’s Degree from a four-year college or equivalent experience

REQUIRED KNOWLEDGE: 

• A proven track record of successful loan sales production
• Working knowledge of the Microsoft Office
• Active Mortgage Loan Originator registration with the NMLS preferred.

SKILLS/ABILITIES:

• Excellent written and verbal communication skills
• Excellent organizational, analytical, and problem-solving abilities
• Strong member service skills
• Dedicated work ethic with personal and professional integrity
• Ability to undertake and complete multiple tasks, meeting deadlines
• Strong desire to improve the lives and financial wellbeing of our diverse membership
• Commitment to the credit union philosophy of “People Helping People”

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly or quickly

AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

PHYSICAL STRENGTH: Sedentary work: sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

WORKING CONDITIONS

NONE: No hazardous or significantly unpleasant conditions (a typical office environment)

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

REASONING ABILITY: Ability to understand the borrower’s needs and develop and implement a loan program for those particular needs.

MATHEMATICS ABILITY: Ability to perform basic math functions and calculations, including determining interest rates and loan payback amounts.

LANGUAGE ABILITY: Ability to speak fluently to any and all members, business partners, and potential clients, and to communicate effectively in front of an audience when necessary.

BENEFITS*:

• Comprehensive health, dental and vision benefits within thirty days
• Employee Assistance Program
• STD/LTD/Life Insurance
• Profit Sharing/401K with company match
• Paid sick time, paid family sick time
• Paid holidays
• Paid vacation
• In-house training sessions

*Part-time employees may not be eligible for all benefits