Universal Agent

Universal Agent

Requirements

• Six months to two years of similar or related experience, including time spent in preparatory positions.
• A high school degree or GED is required.
• Bilingual highly preferred.

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, interview members and process applications for all types of credit cards and consumer loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. 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.
• Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity.
• Answer and route telephone calls, take messages, provide information and direct calls to appropriate staff as necessary.
• Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Preferred Qualifications

• Bilingual highly preferred.