Business Services Deposit Specialist na AmFirst Federal Credit Union

Essential Functions & Responsibilities:

• Assist and/or open business share and checking accounts according to the guidelines outlined in the Business Account Manual. Perform document review for complex business structures and assist branch personnel with interpreting that information. Act as a subject matter expert for branch personnel in assistance of opening and/or qualifying new accounts and making changes to existing accounts as necessary.
• Perform reviews on file maintenance related tasks for Business Services. Review and track new, overdrawn, dormant, and closed accounts as necessary. Assist in the coordination of Deposit Services related functions such as returned mail, deceased accounts, account maintenance, and routine associated daily tasks. Provide member support for any online banking issues or questions.
• Assist members and/or the branch network as necessary with issues or questions concerning their accounts, explaining service charges, statement concerns, product features, etc. This could include training in person, onsite, and in group settings.
• Maintain compliance with related regulations and credit union policies and procedures. This could include assistance in updates, revisions and/or creation of related manuals.
• Performs other job related duties as assigned.

Performance Measurements:

1. Review and complete business new account documents with no unresolved errors according to established department standards.
2. Develop, maintain, and demonstrate a working knowledge of credit union new business account standards, policies, procedures, and applicable state and federal government rules and regulations. Promote a sales culture within the branches/call center by example. Help develop staff to recognize these opportunities.
3. Manage and achieve service standard goals, cross-selling goals, transactional goals, and other key performance indicators as required.
4. Provide informed, professional and accurate service and support to all members and associates.
5. Keep management informed of any key issues, trends, or service issues impacting the membership and/or causing negative impact to the department or credit union.

Knowledge and Skills:

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

Education: A high school education or GED.

Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills: Must have strong knowledge of financial institution deposit products and the associated regulations governing those products.

Must have strong verbal and written skills.

Must have experience reviewing business entity and account related documents.

Must have strong critical thinking and problem-solving skills to meet member needs.

Must be able to navigate multiple computer systems, applications and utilize search tools to find information needs.

Physical Requirements: Light lifting required.