Member Experience Officer (Teller / Loan Officer)

LOCATIONMissoula Branch2805 N Reserve StMissoula, MT 59808SCHEDULEFull time: Monday- Friday 8:45am-6:15pm; Rotating Saturdays 8:45am-2:15pmTo be effective, an individual must be able to perform each job duty successfully.Provides quality service (AAA) to members and potential membersFollows-up (222) member interactions with thank you notes and phone callsPrepares and disburses loans within lending limits and credit union guidelinesComplies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her positionActs as a liaison to Business ServicesCompletes annual product knowledge, Membership and Loan TrainingCompletes credit analysis and recommendationsRepresents the credit union in a professional manner while dealing with members andpotential members.Handles all transactions with accuracy and courtesy, while maintain privacy and security.Fulfills member requests for products and services while looking for ways to grow member relationships and accomplish credit union objectives.Reaches out to the community through outbound phone calls and by attending SEG events.Performs other duties as assignedKNOWLEDGE, SKILLS, and ABILITIESThe requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence. Ability to multi-task and maintain composure while handling all member activities and requestsExperienceAt least one year of retail banking or related sales experienceEducationHS diploma or equivalentLicenses, Certificates, Registrations, TrainingsTo be completed during the first 60 days:MAU MSR Certification Package, MAU Teller Branch Checklist, MAU Products & Services MAUTeller Follow-up Training, MAU MSR Sales CertificationAnnual FSR CertificationItems to be completed generally during the first 6 months:New Account Training IRA TrainingLoan TrainingLoan Follow-up TrainingMAU Annual Learning PlanNotary PublicNMLS CertificationMust be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act RegistrationComputer/Office Equipment SkillsBasic computer operating skillsBeginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)Type a minimum of 35 words per minute preferredSymitar experience preferredManagerial ResponsibilityHave no supervisory/managerial responsibilitiesOther Skills and AbilitiesThorough knowledge of credit union policies, procedures and regulations.Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.Ability to perform mathematical calculations.Ability to communicate effectively using written and verbal communicationPHYSICAL ABILITIES / WORKING CONDITIONSPhysical DemandsAbility to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistentlyAbility to stand, walk, kneel and crouch occasionallyVision RequirementsClose vision (clear vision at 20 inches or less)Distance Vision (clear vision at 20 feet or more)Weight Lifted or Force ExertedAbility to lift up to 10 pounds consistently and up to 50 pounds occasionallyEnvironmentalThere are no unusually environmental factorsNoise EnvironmentModerate noise (business office with computers and printers, light traffic)

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