Floating FSR I

POSITION PURPOSE:This role performs a broad variety of financial services such as opening and closing accounts, renewing certificates, and opening share draft accounts. Answers member questions regarding Credit Union products and services provided and performs a variety of account maintenance. Cross-sells Credit Union products and services and may perform limited teller functions. Assists or refers members with all questions or problems that arise in a courteous and professional manner. Performs more complex member transactions. Ensures member’s expectations are being exceeded with every interaction. This role requires someone who is flexible and willing to travel to accommodate branch scheduling needs. The minimum starting pay for this role is $22.50 per hour. At CPM Federal Credit Union, we consider experience, skills, and internal equity when determining final compensation. Candidates must be available Monday - Thursday 8 am - 5 pm, and Fridays 8 am - 6 pm. ESSENTIAL FUNCTIONS AND BASIC DUTIES:Reasonable accommodations may be made to enable individuals with disabilities to perform these essential duties.Performs teller functions as needed, actively cross-sells Credit Union products and services to members and assists in meeting their financial needs. Opens and closes accounts.Assumes responsibility for effectively and accurately receiving, reviewing, and processing loan applications.Coordinates and processes closings. Ensures that each loan is promptly and properly prepared, documented, processed, approved, and disbursed. Assists in servicing loans by processing such items as payoff, refinances, problem loan workout arrangements, address changes, payment extensions, collateral releases, and payment due date changes.Ensures that lending operations are conducted in accordance with established Credit Union policies and are legally compliant. Ensures that loan requests are properly documented.Performs all tasks accurately and proactively seeks to solve problems or assists anywhere needed.Opens new membership accounts and closes accounts, opens certificates, and sub shares as needed. PERFORMANCE MEASUREMENTS:Consistently meet/exceed member service and personal/team production goals.Lending functions are effectively performed in accordance with established Credit Union policies, procedures and with legal and regulatory requirements. Accuracy as it relates to opening new accounts and other account maintenance. Programs and services are properly and thoroughly explained, and members' needs accurately assessed. Members' problems are courteously and promptly resolved.Required reports are accurate and timely.Good working relationships exist with area personnel and with management. Area personnel are assisted as needed.Credit applications and related financial data are closely and effectively analyzed and evaluated.