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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in member service, loan processing, and financial product knowledge while maintaining compliance with federal regulations. Exhibits strong communication skills and the ability to analyze member needs for effective cross-selling of Credit Union products.
Highest-signal resume keywords
Loan ProcessingMember ServiceCross-SellingFinancial Product KnowledgeRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Application Data GatheringCredit Report AnalysisMath SkillsComputer ProficiencyManual Dexterity
Soft Skills
Excellent Communication SkillsPeople SkillsSelf-MotivatedTeam CollaborationProfessional Appearance
Tools & Technologies
VideoChatTen Key CalculatorBasic Office Machines
Certifications & Qualifications
Bachelor’s Degree or Equivalent ExperienceEligibility for Membership at ICCU
Industry Keywords
Federal RegulationsBank Secrecy ActUSA Patriot ActCredit Union ServicesSales and Insurance Penetration Goals
About the role
Key responsibilities & impact- Ensure member satisfaction through courteous, accurate, and efficient service
- Interview and qualify members for loans of all types within established loan policies
- Assist members with opening new accounts and completing transactions through the online VideoChat channel
- Communicate professionally with members by phone, text message, and email
- Gather complete and accurate loan application data and make recommendations to Underwriting
- Review members’ financial situations and goals and make recommendations
- Interview and review mortgage applicants and hand off mortgage applications
- Gather verification documents from members and real estate partners
- Open new accounts, certificates, IRAs, and business accounts
- Pull credit reports and analyze eligibility for accounts and applicable cross-sell opportunities
- Maintain in-depth knowledge of deposit, loan, mortgage, and business products
- Research and correct member account problems
- Cross-sell Credit Union products and services and maintain sales and insurance penetration goals
- Keep the manager informed of member needs, suggestions, and escalations
- Process member wire transfers
- Assist members with VideoChat transactions and questions
- Contribute to an upbeat, energetic, cooperative, and positive team culture
Requirements
What you’ll need- Bachelor’s Degree or equivalent experience is preferred
- One to two years of sales or customer service experience is preferred
- Knowledge of federal regulations and general lending policies
- Ability in math, ten key calculator, typewriter, and computer
- Excellent communication and people skills
- Ability to always maintain the confidentiality of Credit Union and member records
- Good knowledge of Credit Union services
- Professional appearance, attendance, quality, and quantity of work performed
- Self-motivated and takes steps to continually expand knowledge of financial industry
- Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU
- Must be eligible for membership at ICCU to obtain employment
- Ability to perform manual dexterity tasks, sit for extended periods, lift 20–40 pounds, perform repetitive wrist/hand/finger motions, reach keyboards, and operate basic office machines
Benefits
Comp & perks- Competitive Pay
- Medical, Dental, & Vision Insurance
- Generous Paid Time Off
- 11 Paid Holidays
- Matching 401K AND Pension
- Tuition Reimbursement
- Employee Assistance Program
- Employee Wellness Program
- Paid Group Life and Disability Insurance
- Awesome Culture
- Business Discounts