USF Federal Credit Union
  • 08-Aug-2018 to 07-Sep-2018 (EST)
  • Contact Center
  • Tampa, FL, USA
  • Part Time

Position Summary:

Under general supervision, ensures compliance with internal controls, operational procedures and established risk management policies, procedures and regulations. Performs a broad variety of member service functions such as opening new share and share draft accounts, Understands the features and benefits of credit union products and services. Conducts the transactions on member accounts accurately. Is accountable for the accuracy and completeness of all member transactions and is recorded and entered accurately within all internal systems. Proficient with internal systems such as Symitar, Evolve, Data Navigator, Bill Pay, Online Banking, DocuSign, etc. Troubleshoots ATM, credit and debit card products. Processes both fraud and disputed transactions. Interprets credit reports to qualify potential members and cross-sell products and services. Corresponds with members using variety of communication channels such as telephone, email, and facsimile. Accurately processes wire transfer requests. Apply the proper telephone etiquette to satisfy various member situations, Follow appropriate call/work flow to meet quality expectations on all member interactions, May enter loan applications into the system when loan officers are not available then forward them in the system for decisioning, Provides members with professional service and assures that all members, staff and visitors are treated with consideration and respect.

Essential Functions & Additional Responsibilities

40% Assists members and potential members with credit union products and services via telephone, electronic mail, and facsimilie communications. Resolves issues that are within their authority; refers issues that are beyond their authority to their manager.

35% Provides exceptional service for members and provides team support in meeting service standards.

10% Cross-sells USF FCU products and services to meet member needs. Proficient in using all business systems including but not limited to Symitar, Evolve, Billy Pay, SWBC, DocuSign, etc.

5% May be required to cross train and work in other areas or departments.

5% Adheres to all compliance and regulations. Follows Red Flag procedures, OFAC procedures, and properly identifies members using CIP.

5% Performs other job related duties as assigned.

Education:

• High School Diploma or education equivalent to High School Diploma

Experience:

• One year to three (1-3) years of similar or related experience in a financial institution.

Other Skills:

• Experience with Microsoft Word, Power Point, Excel and Outlook.
• Strong oral and written communication skills are essential to the position.
• Ability to effectively deal with people under adverse and stressful conditions.
• Must be a Notary or be able to become one upon employment.
• Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

 

 

USF Federal Credit Union
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