Processes member financial requests including establishing new member relationships and closing loans; online banking, eStatement and bill pay set-ups; research requests; stop payments; notary services; wire transfers and monetary transactions. Processes or forwards consumer loan requests. Answers questions and solves problems for members by listening to problems, collecting data, securing answers and reporting results.
Identifies the financial needs of new and existing members through open-ended interviewing techniques and utilizes tools (e.g. the credit bureau) to identify appropriate products and services for each member. Presents appropriate features and benefits, and explains Westerra products and services to meet identified needs. Asks for action and closes or refers. (“Cross sells”). Meets minimum sales expectations as defined by the Incentive Compensation Plan.
Other duties as needed or assigned
Consistently demonstrates the Westerra Way Experience and complies with all policies and regulations
Position Titles That Report To This Positions: Number of Positions
Education Experience and Certification:
High School Diploma or GED
1-2 Year(s) customer/member service skills
Banking or credit union experience preferred