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Skyward Careers

JOB SUMMARY:

  • Accurately and efficiently process transactions such as customer deposits and cashing checks
  • Assist members with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate

JOB RESPONSIBILITIES:

  • Inform and educate members on how to conduct simple transactions through self-service technologies
  • Follow established policies, procedures and guidelines to protect both our members and Skyward Credit Union
  • Listen carefully and connect with members to understand their top financial priorities and to uncover products and solutions that will benefit them
  • High level of confidentiality required due to level of position
  • Perform other duties as assigned

EDUCATION/ EXPERIENCE:

  • High school graduate or GED required; some college preferred
  • Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment

QUALIFICATIONS:

  • Ability to respond and assist customers with inquiries and/or problem resolution
  • Ability to work effectively as a team member
  • Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
  • Ability to sell customers on meeting with a sales associate to learn about products/services
  • Strong communication skills (including verbal and non-verbal) and active listening skills
  • Careful attention to detail and time management
  • Proficiency in basic computer skill

Schedule: Full-time

Job Level: Individual Contributor

Shift: First Shift

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Job Summary

  • Provide exceptional service to credit union members by answering incoming phone calls promptly, determining member needs, and routing calls to the appropriate staff.
  • Greet members when they enter the lobby and direct them to the appropriate department.
  • Coordinate available loan processors to assist members wanting to apply for a loan.

Responsibilities

  • Greet members in lobby or on the telephone.
  • Retrieve voice mail from multiple phone numbers.
  • Provide general information regarding credit union services and policies.
  • Assure proper care, cleanliness and security of work area and equipment.
  • Working in a team environment.
  • Ordering supplies.
  • Able to work efficiently with little supervision.
  • Maintain Skyward calendar with vacations and meetings.
  • High level of confidentiality required due to level of position.
  • Perform other duties as assigned.

Qualifications

  • High School education or equivalent.
  • This position requires a minimum of 6 months experience as a receptionist.
  • Proficiency with MS Office Suite
  • Answer multi-line phones
  • Must be able to multi-task on a daily basis
  • Must be able to work autonomously while contributing to team initiatives
  • Professional level communication both written & verbal combined with excellent interpersonal skills.

Schedule: Full-time

Job Level: Individual Contributor

Shift: First Shift

Travel: No

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Description

Talks to loan applicants, evaluates their needs to determine the best product available. Gather all information necessary and forward to the loan officer for a decision. Prepare documents and close loans. Look for refinance opportunities and cross sell other credit union products and services.

Qualifications

High school education or equivalent required. Six months previous financial institution experience required. Direct experience in loan processing preferred.

Schedule: Full-time

Job Level: Individual Contributor

Shift: First Shift

Travel: No

Apply Now