Relief Assistant
Partner Colorado Credit Union
- Arvada, CO
- Permanent
- Full-time
- Establish membership eligibility; open all types of accounts to include savings, checking, DBA, time deposits, IRA's, trust accounts, etc.
- Demonstrates a high level of product and service expertise.
- See the “Big Picture” of member retention and organization growth.
- Offer alternatives to members and create “win-win” situations.
- Identify solutions and do the right thing, making sound decisions in resolving account problems and issues.
- Serve the members' timely, always going the extra mile to make experience fulfilling and satisfying for the member.
- Counsel and conduct financial reviews and/or advise members regarding loan requests, personal budgets, and family finance. Refer members' to budget counseling centers when needed.
- Comprehend and comply with all Federal and State lending regulations, and all Partner policies and procedures.
- Ensure that all loan documents are signed and reviewed by processing prior to the members departure.
- Assist members' with transaction, account problems, questions, accurately and efficiently including but not limited to: checkbook imbalances, removing; adding joint owners, payroll and transfer transactions, research, death claims, safe deposit boxes, etc.
- Perform transactions as requested by members to include: Deposits, Withdrawals, Transfers, Payments, Statement Prints, etc.
- Close accounts as requested.
- Ensure consistent implementation of Hold Policy.
- Perform ALL duties requested by the branch you are assisting, including making outbound calls, financial reviews, and product recommendations.
- Ensure each step of the secret shops is performed on EVERY transaction.
- Saturday hours may be required. problems, questions, accurately and efficiently including but not limited to: checkbook imbalances, removing; adding joint owners, payroll and transfer transactions, research, death claims, safe deposit boxes, etc.
- Must be knowledgeable with all types of loan documents, credit reports, and lending regulations such as Reg B (equal credit opportunity) Reg Z (truth in lending), UCCC (uniform consumer credit code) Reg E (electronic funds transfer) and Reg CC (availability of funds).
- Must be able to prioritize and organize multiple tasks effectively.
- Must be able to work quickly and accurately to serve members in a timely fashion.
- Ability to tactfully question and actively listen to members, or employees to determine specific needs/concerns and bring resolution to them.
- Ability to work with minimum supervision, meet deadlines, work effectively as a team member, resolve problems, soothe irate members, make decisions, and deal effectively with the public.
- Ability to communicate clearly, concisely, and professionally in verbal and written form.
- Practices professional written and oral communication.
- Displays professionalism in appearance and demeanor.
- Ability to work with different levels of management.