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Auto Buying Customer Service Assistant  


Nature and Scope

Customer Service Assistant will report to the Lending Center Supervisor. This position must accurately complete the initial entry of loan applications received through Anytime Access (phone apps) and verify information for loan applications received via the Internet as well as make the initial contact with members applying through these channels.  These applications must also be distributed to the appropriate financial center or The Lending Center. This position is responsible for mailing adverse actions to members.  This position prepares The Lending Center’s work packets for the Accounting Department.  Also responsible for keeping inventory and ordering supplies.  This position is also responsible for many daily, weekly and monthly reports for Senior Management.


Specific Accountabilities

  • Deliver outstanding service to both internal and external service that meets or exceeds our Service Promises.
    • We promise to treat you with the respect deserving of an owner.
    • We promise to find ways to offer simplicity and convenience.
    • We promise to recognize your needs and recommend innovative solutions that will help you make smart financial choices.
    • We promise to ensure the security of your financial information.
    • We promise to take ownership of your request.
    • We promise to express our appreciation for the opportunity to serve you.
  • Completion of all required compliance training to include BSA.
  • Meet or exceed established sales and service goals.
  • Must possess effective knowledge of the Credit Union’s products and services.
  • Provide quality member service as CSA with a high degree of accuracy.
  • Set up new accounts and assist member with problems and questions.
  • Receive and enter loan applications, verify all necessary information
  • 50% of job requirements are to be concentrated in sales.
  • Maintain confidentiality in respect to members’ accounts.
  • Additional duties as assigned.
Position Requirements

Knowledge, Skills and Abilities

  • Ability to discuss AFCU 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.


Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Non-Exempt  
Location Allegacy Federal Credit Union - Headquarters  
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.

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