Willing to assist in other areas of the operation as needed.
Actively participate in direct service to the membership through phone and digital communication channels
Must maintain acceptable performance level based on Key Performance Indicators (KPI’s) and achieve and maintain standards as directed by management.
Participate in training and continuing education.
Soft skills and call quality must be maintained at an acceptable level.
Must develop a strong understanding of organizational goals and philosophy and make recommendations consistent with those goals.
Must develop a strong understanding of CXone platform.
Maintain a current and comprehensive knowledge of credit union products and services and possess an ability to educate members and make recommendations based on their needs. May need to consult with mentor depending on the nature of the recommendation.
Knowledgeable in basic Financial Advisory and Real Estate Services (i.e., insurance, retirement planning, investment services, trust, and mortgage services) and able to provide quality referrals.
Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor.
Regular attendance and punctuality are mandatory.
Complete additional tasks assigned by management and other administrative duties as needed.
Additional Modules Required
The following modules should be completed at this level and are required prior to advancement to the next level:
SECU's Member Facing Websites
Share Term Certificates
Account Titling & Designations
Buy/Sell
Branch Security Measures
Funds Transfer
Member Identification
Stop Payments & Stop Cautions
Wires
Cash Handling
Check Acceptance
Holds
MARGO Platform
MARGO Teller
New Accounts
Minimum Requirements
Must have high school diploma or GED equivalent.
Preferred – Bachelor’s degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
Entry level position with no experience required.
Must possess an aptitude for meeting people and developing member confidence, respect, and trust in Credit Union.
Must have good communication skills, both verbal and written.
Ability to think critically and use problem solving skills.
Must complete the Credit Unions Core Module Program within 12 months of hire date as a condition of employment.
Job Environment
Office setting with physical proximity to other employees and members. Some background noise from other employees, printers, telephone and coin machine.
Physical Demands
Must be able to comprehend and carry out job demands.
Job requires a substantial amount of sitting.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Use hands and fingers to press telephone keypad and lift telephone receiver.
Must be able to comprehend phone calls.
Must be able to lift 10-15 pounds.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
