Careers

This position delivers superior service to First Service members at all times. The ideal candidate will present a positive, efficient and professional front line atmosphere; leaving the member with the feeling they are our number one priority. He or she should treat all internal and external members with respect and courtesy.

Experience: Up to six months of experience in the banking industry and/or cash handling experience.

Education: A high school education or GED. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Analytical ability to quickly assess member’s financial needs and offer solutions.

This position provides the Branch Manager with support, assistance and leadership regarding all aspects of branch operations to ensure superior service is provided to all internal and external members. Assure the financial service needs of each member are promptly, accurately, and courteously fulfilled.

• Responsible for the maintenance and security of the branch facility and its contents in the absence of the Branch Manager.
• Responsible for maintaining vault and ATM cash, as well as all consigned items at the Branch.

Experience: One year to three years of similar or related experience.

Education: A high school education or GED; one to two years college preferred. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Analytical ability to quickly assess member’s financial needs and offer solutions.

Provide Branch Manager with support, assistance and leadership regarding all aspects of branch operations to ensure superior service is provided to all internal and external members. Assure the financial service needs of each member are promptly, accurately, and courteously fulfilled. Responsible for the maintenance and security of the branch facility and its contents in the absence of the Branch Manager. Responsible for maintaining vault and ATM cash, as well as all consigned items at the Branch.

Essential Functions and Responsibilities:
Support Branch Manager in all areas of member service operations, including but not limited to member services, staff performance management, compliance and facilities. Responsible for daily coordination of Tellers and Teller duties including cross-selling. Actively educate and inform members on all credit union products and actively cross-sell all products/services to meet monthly production goals. Assist member(s) with account inquiries in a timely and accurate manner and perform all functions associated with account maintenance as requested including but not limited to personal and account data changes, address changes, and account closures. Maintain vault and ATM cash in an accurate manner. Responsible for replenishing and verifying cash shipments from Federal Reserve under dual control system. Balance and service coin machine (where applicable). Perform regular unannounced audits on Teller cash drawers, ATM, and vault cash. Assist Tellers in all phases of their duties including balancing cash drawer and end of day procedures. Responsible for ensuring compliance issues are properly administered in the member services area. Resolve and follow-up on member complaints and issues to insure the highest quality member service. Assist with account opening responsibilities. Perform other job duties as assigned.

Experience: One year to three years of similar or related experience.

Education: A high school education or GED; one to two years college preferred. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Analytical ability to quickly assess member’s financial needs and offer solutions.

Other Skills:
- Customer-service skills
- Detail-oriented
- Multi-tasking

Review consumer loan applications and make sound lending decisions according to credit union policies. Provide guidance to the Loan Advisors, Financial Service Representatives and Loan Processors.

Essential Functions & Responsibilities:

Responsible for reviewing consumer loan applications, making appropriate credit decisions based on lending policy and credit worthiness. Review loan applications through our Indirect channels, and be familiar with their LOS and program guidelines. Review Home Equity and Home Improvement loans and make appropriate decisions based on lending guidelines; remain knowledgeable of the application process and products. Performance Measurements: Remain current on changes within the legal, regulatory, economic, competitive, and technology environments which may affect consumer lending program. Responsible for remaining current on Compliance courses, and having a passing grade on all examinations. Review and decision consumer direct and indirect loans, as well as home improvement and equity loans, assuring that these loans meet all requirements as outlined in credit union policy.

Knowledge and Skills:

Experience: A minimum of five years of lending background in a financial institution of related field. Formal training should be supplemented with continuing education.

Education : Equivalent to a college degree (BS or BA in a relevant field). Must be knowledgeable of Bank Secrecy Act, Anti-Money Laundering Regulations, Fair Credit Reporting ACT, Equal Credit Opportunity Act, OFAC, and be familiar with Fair Lending Laws and Regulations.

Other Skills: Knowledge of laws and regulations affecting credit union operations and loan underwriting and regulatory compliance. Ability to analyze statistical and financial data. Ability to gather, assembles, correlate, and analyze facts and develop solutions. Analyze and interpret Credit Bureau Systems. Must be proficient in Microsoft Office products, including but not limited to Word, Excel, email and Outlook.

EOE

This position accommodates member needs via telephone, fax, and live chat request including loans and account services. As well as cross selling of First Service products and services.

Experience: Minimum two years call center experience, preferably in a credit union environment

To improve overall employee effectiveness/performance through the application of individual and group training techniques and programs, consistent with the Credit Union's organizational priorities.

Essential Functions & Responsibilities:

Conducts on-the-job training, including use of computers and software; conducts training for customer service and cross-selling, compliance with applicable laws, rules and regulations, and refresher and system upgrading training. Creates curriculum for job specific training and determines instructional methods, utilizing individual training, group instructions and demonstrations, and online training. Evaluates and assists management in the design of training manuals and related materials, training classes, and training procedures as needed. Tracks the progress of trainees through routine tests, observation, and feedback from supervisors; evaluates the effectiveness of the training and ensures all employees complete annual training requirements. Completes required reports and documents; attends meetings as required. Travel to other Branch sites as required.

Experience: Three years to five years of similar or related experience.

Education: Equivalent to a college degree (BS or BA in a relevant field).

Other Skills: Must possess excellent communication skills. Must be able to operate related computer software and business equipment including 10-key, telephone, slide, film, overhead projector, and other related training aids.

EOE