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Traveling Member Experience Officer

Company: Mountain America Credit Union
Location: Meridian
Posted on: January 13, 2019

Job Description:

Please reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-325-6310 and every reasonable effort will be made to accommodate your needs in a timely manner. Job Summary A MEO acts as a universal employee able to handle and administer all branch operations and systems in a very proficient manner. Job Description LOCATION Home branch- Meridian Branch 55 E Franklin Rd Meridian, ID 83642 This position will cover branches from Boise, ID to Nampa, ID SCHEDULE Full time; Tuesday- Friday 9:00am-6:00pm; Saturdays 9:00am-2:00pm To be effective, an individual must be able to perform each job duty successfully. Provides quality service (AAA) to members and potential members Follows-up (222) member interactions with thank you notes and phone calls Prepares and disburses loans within lending limits and credit union guidelines Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position Acts as a liaison to Business Services Completes annual product knowledge, Membership and Loan Training Completes credit analysis and recommendations Represents the credit union in a professional manner while dealing with members and potential members. Handles all transactions with accuracy and courtesy, while maintain privacy and security. Fulfills member requests for products and services while looking for ways to grow member relationships and accomplish credit union objectives. Reaches out to the community through outbound phone calls and by attending SEG events. Travels to and works in different branch locations 80% of the time Performs other duties as assigned KNOWLEDGE, SKILLS, and ABILITIES The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence. Ability to multi-task and maintain composure while handling all member activities and requests Experience At least one year of retail banking or related sales experience Education HS diploma or equivalent Licenses, Certificates, Registrations, Trainings To be completed during the first 60 days: MAU MSR Certification Package, MAU Teller Branch Checklist, MAU Products & Services MAU Teller Follow-up Training, MAU MSR Sales Certification Annual FSR Certification Items to be completed generally during the first 6 months: New Account Training IRA Training Loan Training Loan Follow-up Training MAU Annual Learning Plan Notary Public NMLS Certification Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration Computer/Office Equipment Skills Basic computer operating skills Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel) Type a minimum of 35 words per minute preferred Symitar experience preferred Managerial Responsibility Have no supervisory/managerial responsibilities Other Skills and Abilities Thorough knowledge of credit union policies, procedures and regulations. Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service. Ability to perform mathematical calculations. Ability to communicate effectively using written and verbal communication PHYSICAL ABILITIES / WORKING CONDITIONS Physical Demands Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently Ability to stand, walk, kneel and crouch occasionally Vision Requirements Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more) Weight Lifted or Force Exerted Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally Environmental There are no unusually environmental factors Noise Environment Moderate noise (business office with computers and printers, light traffic) Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

Keywords: Mountain America Credit Union, Meridian , Traveling Member Experience Officer, Other , Meridian, Idaho

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