Job Description

Key Responsibilities & Accountabilities

  • Member Services
    • Process over the counter financial services including deposits, withdrawals, loans, utility payments, money orders, credit card advances, calculation of foreign and domestic exchange, and cheque cashing.
    • Balance transactions such as ATM, night deposits, and the cash drawer on a daily basis.
    • Resolve routine problems with member accounts and deposit instruments referred by members and other branch staff.
  • Relationship Management
    • Differentiate between credit union and competitor products and services in terms of member needs.
    • Using an advice‑based approach, communicate product and service information to secure a sale of Access Credit Union’s products and services.
    • Utilize fact‑finding questions and techniques to overcome business objections; ask for sale.
    • Cross‑sell all credit union products; solicit new members; foster business develop...

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