• Future Position - Relationship Representative Nashville Area

    Category Branch
    Job Locations US-TN-Nashville
    Job ID
    2018-1228
    Type
    Active - Full Time Hourly
  • Overview

    Create a positive member experience by ensuring that members receive friendly, accurate and timely assistance when opening and modifying all account types including business accounts, certificates, IRAs, Coverdell, HSAs, etc. as well as assisting members with other miscellaneous requests, services or functions including utilization of the PASSport VTM system as needed. Serve in the capacity of a teller and greeter as required.

     

    Ascend offers a GREAT Total Rewards Package Including:

    • Competitive compensation
    • Culture that prides itself on promoting from within
    • Bonus potential
    • 100% Company paid medical premiums for employees as well as life insurance, long term disability and AD&D
    • Impressive 401(k) match program
    • Voluntary programs such as dental, vision, additional group term life, accident, cancer, short term disability and critical illness coverage
    • Vacation and sick time that accrues based on length of service
    • Tuition assistance
    • Ten paid holidays each year

    Responsibilities

    • Represent the credit union to the member in a courteous and professional manner. Provide prompt, efficient and accurate service in the processing of transactions. 
    • Assist member with errors, complaints, account inquiries, Freedom and VISA card disputes or fraudulent transactions. Issue instant issue cards and re-pin cards via Card Wizard Instant Issue system. 
    • Open all consumer account types, certificates, IRAs, Coverdell, HSAs, etc. and explain various accounts and ownership options. 
    • As designated by manager, open business accounts determining correct entity type and offer products depending on business members’ needs. 
    • Cross offer credit union services to members by assessing their needs based on information obtained from member/potential member cues, cross-sell messages in Teller Navigator, as well as reviewing the new account credit report. Explain the different services and benefits of each product to increase the member’s knowledge about all services in order for the credit union to become the member’s PFI (primary financial institution) and build a successful long-term relationship.  
    • Discuss potential loan products and services and provide basic information to members or potential members including loan options, rates, terms, etc. 
    • Discuss and process requests for consumer loan extensions. 
    • Discuss and process home equity advances. 
    • Process stop payments, process research requisitions, obtain statement copies; make advances on open-end loans, process advances on credit cards including operation of the Verifone to obtain authorization from the credit card company. 
    • Follow policy and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) daily to ensure compliance with current regulations. 
    • Perform other duties as required or assigned.

    Qualifications

    Education:

    • High school graduate or equivalent.

    Experience:

    • One to three years of similar or related experience.   

    Knowledge, Skills and Abilities:

    • Must be accurate in all teller transactions including cash handling. 
    • Must communicate with members in a positive manner in dealing with member/teller transactions. 
    • Regular and reliable attendance is required. 
    • Working knowledge of computer programs including Microsoft Outlook and the internet. 
    • Must be able to operate or have ability to be trained to operate related office equipment including calculator, cash dispense machine, cash recycler, laser printer, receipt printers, check scanner, coin and currency counter, coin scan machine, computer terminal (PC), multifunction copier, imager, Verifone, telephone, Biometric Hand Passvault system and VISA Instant Issue machine.

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