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Reports To: Varies by location
Primary Functions: Perform insurance sales functions.
Duties and Responsibilities:
- Obtain quote information from Client.
- Complete Marshall Swift RCE if necessary.
- Quote risk & prepare application.
- Request photos of dwellings.
- Meet with clients to complete application and other required forms.
- Cross sell other insurance products offered by the agency or credit union.
- Mail or upload application to Insurance Company (if applicable: send...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports To: Varies by location
Primary Functions: Answering the telephone and managing the switchboard. Greeting and escorting clients and visitors to the proper party. Maintaining the professional image of the Credit Union to callers and visitors. Assist the AVP in administrative support and marketing activities for the mortgage office.
Duties and Responsibilities:
- Act as receptionist for the company; handle incoming calls and/or transfer of calls in a professional and courteous manner.
- Assist and direct clients to appropriate individuals, and schedule and coordinate...
Reports to: Consumer Lending Account Support Supervisor
Functions Supervised: None
Reports to: Vice President, Member Service Center
Functions Supervised: Member Service Center
Primary Functions: Prepares and produces staffing forecasts, as well as comparative data on results vs. forecasts, identifies opportunities for improvement and recommends staffing and scheduling solutions. The position assists in developing a culture where what is scheduled gets done, ensuring that ideal employee is available to assist members at first contact. The manager builds staffing levels that promote an experience that members enjoy using.
Duties and...
Reports to: Corporate Relations Manager
Functions Supervised: None
Primary Functions: Assist in developing and implementing corporate and employee events, creating and distributing corporate communications, and performing administrative functions as assigned.
Duties and Responsibilities:
- Provide support for employee programs, events, and activities.
- Produce internal and external communications to fulfill necessary...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports to: Varies by location
Functions Supervised: Branch Services and Staff
Primary Functions: Responsible for overseeing branch operations, emphasizing employee engagement, mentoring staff for career pathing opportunities, and achieving the credit union's business and financial objectives. Foster a positive member and employee experience, through empathetic and personalized service with every interaction that aligns with Global Credit Union Management Philosophy. Report on branch activities, conduct community outreach, and consult with members to provide financial...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports To: Varies by location
Primary Functions: Maintenance of credit union facilities.
Duties and Responsibilities:
- Inspect and maintain credit union facilities. Prepare periodic facility inspection and conditions reports as required.
- Perform higher level maintenance and repairs on credit union facilities to ensure they are maintained in a manner that is consistent with member and management expectations.
- Ensure assigned maintenance activities are completed in a timely and efficient...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports to: Branch Manager
Functions Supervised: Branch Activities and Staff
Primary Functions:Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences. Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Global Credit Union Management Philosophy. Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales...
Reports To: Senior Special Credits Control Officer
Primary Functions: Perform collection activity on assigned accounts.
Duties and Responsibilities:
- Contact members regarding delinquent financial obligations and make arrangements for repayment.
- Respond to member inquiries regarding financial obligations owed to the credit union.
- Perform "skip-traces" as required.
- Analyze and initiate documentation necessary for refinancing loans and loan extension requests.
- Analyze and recommend to supervisors, when appropriate, adverse actions on accounts to include,...
Reports To: Regional Vice President, A U M C
This is a Supervisory Position
Functions Supervised: Mortgage Loan Originators and Office Operations
Primary Functions: Originate mortgage loans and manage branch office operations.
Duties and Responsibilities:
- Sell mortgage loan services to the real estate community and promote the general business interests of the company.
- Foster positive office interactions and model successful sales...
Reports To: Facilities Manager I - AK
Functions Supervised: Mechanical Projects and Mechanical Systems Specialist Primary Functions
Primary Functions: Maintenance and Repair of Mechanical Systems for Credit Union Facilities
Duties and Responsibilities:
- Inspect and maintain credit union facilities. Prepare facility inspection and condition reports as required.
- Establish and implement a Preventive Maintenance program.
- Perform maintenance and...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports To: Regional Vice President, A U M C
This is a Supervisory Position
Functions Supervised: Mortgage Loan Originators and Office Operations
Primary Functions: Originate mortgage loans and manage branch office operations.
Duties and Responsibilities:
- Sell mortgage loan services to the real estate community and promote the general business interests of the company.
- Foster positive office interactions and model successful sales...
Reports To: Regional Vice President, A U M C
This is a Supervisory Position
Functions Supervised: Mortgage Loan Originators and Office Operations
Primary Functions: Originate mortgage loans and manage branch office operations.
Duties and Responsibilities:
- Sell mortgage loan services to the real estate community and promote the general business interests of the company.
- Foster positive office interactions and model successful sales...