BayPort Credit Union hiring Relief Specialist - Universal ( Southside) in Newport News, Virginia, United States | LinkedIn (2024)

Job Details

DescriptionThe primary purpose of this position is to provide quality service to the Credit Union members and staff. This is accomplished by providing assistance to Credit Union branches that are in need of additional Courier, Teller, Member Service, Call Center, Consumer Lending, and Mortgage Servicing staff. The Relief Specialist is responsible for serving as a liaison between the member and the credit union; greeting and welcoming credit union members in a professional and timely manner; providing information to current as well as prospective members on membership eligibility, account types, loan products and any other services the Credit Union offers. Performing other duties as requested.

Responsibilities Include

• Serves as a liaison between the member and the credit union.
• This is accomplished by greeting and welcoming credit union members and visitors in a professional and timely manner; providing information to current as well as prospective members on membership eligibility, account types, loan products and any other services the Credit Union offers.
• Processes members’ transactions in a professional, accurate and timely manner.
• This is accomplished by completing duties to include but not limited to: account withdrawals, account deposits, loan payments, credit card payments, processing money orders, issuing and receiving cashier checks, check imaging, and responding to other inquiries related to members’ accounts.
• Serve as a courier, transporting documents, equipment, and various other items amongst the Credit Union branches and business partners.
• Maintains an organized workspace.
• This is accomplished by logging on and off of the teller station as necessary, keeping currency neat and organized in the cash drawer, ensuring that the teller station is adequately stocked with forms, supplies and brochures, balancing the cash drawer at the end of each shift, and refraining from eating or drinking at the teller station.
• Communicates with co-workers and supervisors to serve each member with the highest degree of accuracy and professionalism.
• This is accomplished by sharing knowledge regarding proper policies, procedures, changes, and other information with other co-workers so they may best meet members’ needs; working with other tellers and co-workers to obtain the necessary information to respond to members’ inquiries, and notifying co-workers and supervisors on any alerts or issues to be aware of.
• Responds to members’ requests, problems and concerns and/or directs them to the appropriate person for assistance.
• This is accomplished by providing information in-person, via email, and over the telephone to future and current members regarding credit union services or policies, handling requests from members for transfers of shares to loan payments, share withdrawals, check requests, share certificate transactions, line of credit advances, and any other requests received from members.
• Opens new accounts and answers any members’ questions regarding existing accounts.
• This is accomplished by providing members with all necessary information for membership, informing members’ of various account options and credit union services, assisting members in opening an account(s) to best meet their needs, and answering any inquires regarding existing accounts.
• Processes and maintains members’ loan requests.
• This is accomplished by interviewing loan applicants, explaining conditional loan approvals and denials, reviewing loan applications, processing loan requests, according to approval and/or loan stipulations with the respective interest rates and terms, contacting members to follow up on loan requests, educating members on Loan Protection Products and action steps, and quoting total loan payments to include Loan Protection Products.
• Cross-selling other products and services.
• This is accomplished by listening to members in order to best anticipate their needs, and then informing members of any products or services the credit union offers that they may utilize to meet these needs.

QualificationsRequired Knowledge: Knowledge of general credit union operational procedures to include cash handling, teller job-related duties, member service job-related duties, and loan processes and procedures.

Required Education: Education up to the equivalent of a four-year high school education.

Required Experience: Previous teller experience; prior member service experience preferred

Skills/Abilities: Accurate cash handling skills, ability to operate a PC, adding machine, credit card and check image equipment, calculator, currency counter and other job-related office equipment. Strong customer service skills to include telephone skills, well-organized and attentive to detail.

Other Requirements: Must provide one’s own mode of transportation for employment purposes. Must transport oneself to all locations of Credit Union business. Must maintain one’s own automobile insurance. Must sustain a valid driver’s license and a good driving record; provided by the Department of Motor Vehicles.

Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Communication, Diversity, Innovation, It’s On Me, and One Team.

This job description is not an all-inclusive list of all the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.