$33,904 - $56,149 yearly
California Coast Credit Union
Escondido, CA, USA
JOB OBJECTIVE (brief statement of the core job responsibilities to be accomplished):
This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union’s policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES (reporting structure):
• This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position.
NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities):
• Processes member transactions. Performs account file maintenance and handles member issues.
• Identifies cross-selling opportunities, referring members to Personal Financial Representatives.
• Meets/exceeds established monthly/annual sales and service goals.
• Maintains a...