Shire Jobs

OMNI Community Credit Union

Description:SUMMARY:This part-time position offers up to 29 hours per week and is an exciting opportunity to make a meaningful impact on the financial well-being of our members. As a Personal Advisor, you will process financial transactions, provide expert product recommendations, and resolve account inquiries. Your role will center on guiding members through our wide range of financial services, empowering them to achieve their goals. You'll represent the Credit Union with professionalism, helping to build lasting member relationships Requirements:ESSENTIAL DUTIES AND RESPONSIBILITIES: ATTENDANCE: Punctuality and consistent presence are essential to ensuring members receive timely service. Physical presence on site is required.PROFESSIONALISM: Be the welcoming face of our Credit Union. Always project a friendly, professional demeanor to members, coworkers, board members, and visitors.MEMBER SERVICE: Efficiently handles a variety of member service transactions (in-person, inbound, outbound and online), including deposits, withdrawals, account maintenance, and cross offers. Proactively assist members with questions and challenges related to loan services, fraud protection, wire transfers, card services, and more. Proficiently and effectively process a variety of basic or common member service transactions, via phone, digitally, or in person. SALES AND SERVICE:BUILD RELATIONSHIPS & CROSS-OFFER: Develop strong, meaningful relationships with members by understanding their financial needs. Actively cross-sell products and services that align with their goals. Help members make informed decisions about savings accounts, loans, credit union products, and other financial services.ADVISE MEMBERS: Serve as an advisor, providing guidance on how members can best use our servicessuch as online banking, mobile app. Advising ideal options regarding consumer lending needs, mortgage needs or investment options along with certificates of deposit, checking accounts, money market accounts, debit cards and other OMNI products or servicesto achieve financial success. Take the time to explain terms, interest rates, account benefits, and product features to ensure members feel confident in their financial decisions.APPLICATION ASSISTANCE & DATA VERIFICATION: Assist members with product and service applications, explaining the process, verifying necessary documentation, and making sure everything is accurate.CASH HANDLING: Maintain and balance cash drawers, ensuring accuracy and security in all transactions. Safeguard cash and negotiable instruments according to established procedures.COMPLIANCE & CONFIDENTIALITY: Follow all policies and regulations, including but not limited to, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Maintain confidentiality and safeguard member data and credit union information.OFFICE DUTIES: Assist with general administrative tasks, such as filing, data input, answering phones, and other routine office activities, ensuring smooth operations.TRAINING & MENTORSHIP: Assist in training new employees as necessary and stay up to date with ongoing training to ensure service excellence.Completes new hire training and training with mentor, digital channel and phone training, completes training to learn credit union products and services. Additional training may be offered.TEAM COLLABORATION: Work cooperatively with colleagues to support team goals and maintain a positive work environment.OTHER DUTIES: Perform additional duties as assigned by managers or supervisors.SUPERVISORY RESPONSIBILITIES:NonePERFORMANCE STANDARDS:KNOWLEDGE: Demonstrate a thorough understanding of Credit Union products and services, with the ability to assist members in maximizing the value of these offerings.MEMBER FOCUS: Show a cooperative, positive attitude toward members and Credit Union employees always.PROFESSIONALISM: Maintain a professional appearance and demeanor that reflects t