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Universal Service Officer Wilsonville Branch

Company: TwinStar Credit Union
Location: Wilsonville
Posted on: July 14, 2018

Job Description:

Do you enjoy working in various environments where you make a difference by helping the members you serve? Are you a candidate with a proven record of meeting goals in a sales and service oriented environment?

If so, TwinStar Credit Union is looking for a Universal Service Officer to fill an opening in our Wilsonville Branch.

We are looking for candidates who are able to:

  • Build valued financial relationships with our members by actively recommending and cross-selling credit union products and services that best meet our members' financial needs. This position will also perform routine member transactions including deposits, withdrawals, loan payments, transfers, and check cashing.
  • Greets members upon entrance to credit union in a courteous, timely, and professional manner; determines the member's needs and assists members or directs the member to the appropriate person.
  • Opens new share accounts (savings, checking, money market, certificate, business, organizational, and benefit accounts, individual retirement, trust accounts, estate, custodial, and guardianship accounts) or closes existing accounts by gathering and entering necessary information into computer system; and processes necessary paperwork.
  • Posts transactions on computer system including deposits, withdrawals, loan payments, transfers, check cashing, credit and cash advances; and handles money orders, and cashier's check purchases.
  • Creates and maintains a professional and effective business relationship with the member; provides members an opportunity to establish financial goals through recommending credit union programs to meet their specific needs (Financial Planning, BALANCE program, Business Services and 1st Mortgage, Home Advantage etc.).
  • Teaches members how to best utilize newest technology by assisting them in set up and troubleshooting (tablets, smartphones, laptops, computers, etc.).
  • Evaluates and verifies loan applications and credit criteria. Determines value of collateral. Approves loans within limits of authority and notifies applicants of loan decisions. Requests additional information, if required.
  • Coordinates and processes closings. Ensures that each loan is promptly and properly prepared, documented, processed, approved and disbursed.This position is typically scheduled for 5 days per week Monday through Friday and occasional Saturdays.

    This is a base, plus incentive position with a payout schedule based on production and performance. TwinStar Credit Union offers full-time employees medical, dental & vision insurance, paid vacation & sick leave and holidays

    Background reviews, including criminal and credit histories, will be conducted prior to selection, post interview.

    This position is Open Until Filled.

    Please click below to submit your application. TwinStar Credit Union only accepts completed applications for currently posted position openings. A resume WILL NOT replace any section of the application.TwinStar Credit Union is an Equal Employment Opportunity employer. It is our policy to provide equal opportunity to all employees and applicants and to prohibit any discrimination because of race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status. Employees and applicants will be treated on the basis of their job-related qualifications, ability and performance.

    Job Posted by ApplicantPro

    Keywords: TwinStar Credit Union, Portland, Universal Service Officer Wilsonville Branch, Other, Wilsonville, Oregon

    Click here to apply!

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