Universal Agent - full time / South Orlando

Please fill in the information below and use the navigational buttons to continue.
Warning: Using your browser's Back and Forward buttons may produce undesirable results.

SUMMARY:

Under supervision and accordance with existing procedures and systems, provides a variety of member service functions involving the receipting and/or disbursing of funds (i.e. check, money order, travelers’ checks). Work involves constant and direct dealing with credit union members and potential members, and requires the ability to accurately record information and communicate effectively. Work may be performed on the teller platform and will be required to work 1 to 2 Saturdays per month at a branch.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES: 

·         Presents a positive and professional image when interacting with members and other credit union employees.

·         Provides quality service to all members.

·         Provides one or more of the following services for members, in person, by telephone or by mail:    

Ø    Processes deposits to share, share draft, and other savings accounts.

Ø    Disburses cash or check withdrawals.

Ø    Provides travelers’ checks, money orders, Visa & MasterCard cash advances.

Ø    Receives loan payments and service charge payments for services.

Ø    Process transfers between accounts as required.

Ø    Processes automatic distribution forms, recording allotments according to member's request.

Ø    Redeems US Savings Bonds

Ø    Close Accounts

Ø    Open new accounts, sub-shares, certificates

Ø    Processes new loan and credit card applications

Ø    Basic knowledge of real estate and business lending

Ø    Cross sells additional products from credit bureau reports and other reports

Ø    Performs outbound calls to generate new business and follow up on member interactions.

  • Operates on‑line teller terminal and accurately records amounts received and prepares reports of transactions.
  • Daily opens and closes his/her Teller terminal, accounts for cash assigned, received, disbursed.  Accurately balances to teller terminal close report and remits daily work to Teller Supervisor for disposition.
  • Performs such other duties as might be assigned from time to time, including but not limited to, check encoding, ATM machine balancing, address changes, filing, answer telephone, process mail, and assist employees in other departments as required.

EDUCATION and/or EXPERIENCE:

High school diploma or general education degree (GED); plus one to two years of teller experience and/or training, new account and lending experience, and sales experience; or equivalent combination of education and experience. Bi-lingual language skills a plus.
CFE Federal Credit Union is an Equal Opportunity Employer.

 
First Name *
Last Name *  
Email Address *  
Country  
Address Line 1  
Address Line 2  
City  
State  
Zip Code  
 
* required fields
 
Disabled Back Button     Cancel Button     Disabled Finish Button     Next Button