Essential duties and responsibilities include but are not limited to:- Provide prompt, professional, accurate service and support to all members and associates in accordance with Clean Energy’s standards.
- Receive and service inbound calls, emails, and chats.
- Within established levels of authority, provide overrides, process transactions, resolve problems and answer questions regarding account issues and Credit Union products and services.
- Receive, inspect, and verify negotiable instruments for deposit, accept loan payments and perform a variety of other financial transactions as directed and in accordance with established policies and procedures.
- Maintain member account information and perform all types of account maintenance including but not limited to fraud claims, business account maintenance, and decedent account maintenance.
- Cultivate and maintain appropriate relationships with members and co-workers.
- A key component of this position is to ensure operational procedures are followed and that the Credit Union is following proper policies and procedures for transactions and audits.
- Ensure up-to-date knowledge of products and services by attending required training, retaining notifications of changes, and familiarity with all account disclosures.
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