Verity CU

Seattle, WA

Angela Lowe
angelal@veritycu.com

11/16/2017

Job Description:

VERITY CREDIT UNION
Call Center Representative

DEPARTMENT:     Northgate Headquarters – Call Center     
FACILITY:                Seattle, WA   
FLSA STATUS:      Non-Exempt

STARTING SALARY:  $15.00 / hour + Individual Incentives + Team & Company Bonuses + Great Benefits!

POSITION SUMMARY
Handles teller operations over the phone and remotely, including but not limited to deposits, withdrawals, loan payments, account transfers, issuing checks, cash advances, and responding to member inquiries. Has extensive member contact and suggests products and services to meet member needs. Exercises independent judgment in resolving issues and satisfying members.  
 
SOME ESSENTIAL JOB FUNCTIONS:
  • Greet members and guests in a professional and courteous manner
  • Accept savings and checking deposits 
  • Accept and properly apply loan payments
  • Issue checks, money orders, and cashier’s checks
  • Transfer funds between accounts
  • Process stop payments, make address changes, and reorder checks
  • Balance daily transactions
  • Answer member questions regarding accounts over the phone and follows through on member requests
  • Make concentrated effort to solve member problems
  • Promote the Verity’s services and cross-sell products
  • Counsel members on savings, savings alternatives, interest rates, and services offered at the Verity
  • Provide members with the forms necessary to transact business
  • Strictly adhere to established security procedures
    Attending work during regular business hours is a requirement of this position
  • Performs other job related duties as assigned
 
QUALIFICATIONS AND REQUIREMENTS:
Education and Experience
  • Experience in customer service preferred
  • Experience in a financial institution is preferred
  • Minimum of a High School diploma or equivalent
 
Knowledge, Skills, and Abilities
  • Dedicated to providing exceptional member service
  • Strong verbal, written, and interpersonal skills
  • Detail oriented and good organizational skills
  • Ability to create a connection with members remotely
  • Ability to work independently and as a team member
  • Ability to present a positive and professional image to all employees and members
  • Able to multitask with a variety of systems and resources
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Ability to organize and prioritize to meet work deadlines
  • Problem-solving skills
  • Knowledge of fundamentals of banking preferred
  • Knowledge of government and CU banking regulations and procedures preferred
  • Ability to use 10 key
 
PHYSICAL CONSIDERATIONS:
Verity Credit Union is committed to reasonably accommodate the physical aspects of any position. The following is a list of physical considerations that are normally encountered in this job:
  • Ability to effectively and efficiently communicate with diverse membership and staff
  • Ability to sit or stand for long periods of time
  • Ability to work on computers for a long period of time in an office environment
  • Ability to visually recognize and verify funds for endorsements and negotiability

     
    Washington is an At-Will Employment State

    Your employment is “at will”, meaning you are free to resign at any time, for any reason, with or without notice. Verity Credit Union is also free to conclude the employment relationship with you at any time, for any reason, with or without notice.

     
    No statement or promise by a credit union representative or board member may be interpreted as a change in the “at will” policy, nor would it constitute an employment or other contractual agreement.