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Title

Customer Service Assistant 

Description

Sign-On Bonus Available!  We are offering a $500 Sign-on Bonus for joining our Financial Center team in February or March 2022! Bonus to be paid after 90 days of employment.

 

Job Description

The primary purpose of this position is to assist Allegacy Federal Credit Union in living out its mission, “to help you make smart financial choices” and support the expected behaviors of the brand culture. To achieve this goal the employee must provide outstanding service to both internal and external members. A key component of this position is to identify the financial needs of the member and recommend an appropriate credit union solution. The consumer-lending assistant is responsible for opening, closing and account maintenance on consumer loans including personal, equity, mortgage, and auto. In addition, this position is responsible for assisting members with monetary transactions and handling multiple tasks, which requires a high degree of organizational skills. This individual must provide excellent customer service and sell Allegacy’s products and services that meet the member’s specific needs. This position will require face-to-face contact with the membership on a daily basis.

Specific Accountabilities

  • Deliver outstanding service to both internal and external service that meets or exceeds our Service Promises.
  • Completion of all required compliance training.
  • Meet or exceed established sales and service goals.
  • Must possess effective knowledge of the Credit Union’s products and services.
  • Provide quality banking services high degree of accuracy.
  • Set up new accounts and assist member with problems and questions.
  • Receive and enter loan applications, verify all necessary information before member leaves office.
  • Operate Teller window as needed.
  • Assist members with opening and entering Safe Deposit boxes.
  • Maintain confidentiality in respect to members’ accounts.
  • Additional duties as assigned.
 
Position Requirements

Knowledge, Skills and Abilities

  • Ability to discuss Credit Union products and services.
  • Demonstrate strong interpersonal skills, with abilities to handle complaints and problems.
  • Demonstrated successful sales performance.
  • Strong problem solving skills.
  • Ability to diffuse anger quickly and effectively.
  • Ability to handle conflict in a professional manner

Education and Experience

  • Two years experience in a financial center or customer service environment.
  • Demonstrate a general working knowledge of all financial services, teller activities and financial center operations.
  • Eligible to be registered as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System.

Our workforce is required to be fully vaccinated for Covid-19, with only very limited exemptions for legally recognized medical reasons or sincerely held religious beliefs.

 
Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Non-Exempt  
Location 043 - Winston Salem Area  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

 
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade


This position is currently not accepting applications.

To search for an open position, please go to http://AllegacyFederalCreditUnion.appone.com



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