Credit Union:

Verity Credit Union





Job Description:


•    Adhere to the Verity Experience Process in every member interaction.
•    Listen to the member to understand their goals and help them build a plan to take action.
•    Originate, process, and onboard new members.
•    Originate, process and fund consumer, mortgage, and business loans.
•    Capture relevant member information and input it into our CRM system.
•    Protect our members’ confidence by adhering to security and compliance procedures.
•    Value our members’ time by accurately and efficiently processing transactions including wires, payments, and IRA distributions. 
•    Assists with the branch operations, audits, and opening/closing procedures.
•    Collaborates with branch team to achieve individual and team goals.
•    Perform other job related duties as assigned.


Experience and Education

  • Minimum of a High School diploma or equivalent.
  • Higher education in marketing, business, finance, communication, management is preferred.
  • Relationship-focused sales and business development experience is highly desired.
  • Three years of financial services work experience or more is a plus.

Knowledge, Skills, and Abilities

  • Strong sales, networking and business development skills.
  • Strong verbal and written communication skills.
  • Ability to interpret and analyze financial data.
  • Extensive knowledge of financial industry regulations and standards.
  • Ability to work independently and with a team.
  • Ability to organize and prioritize work in order to meet deadlines.
  • Present positive and professional image to staff and members.
  • Problem solving skills.


Verity Credit Union is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following is a list of physical considerations that are normally encountered in this job:

  • Effectively communicate with diverse staff, members, and vendors
  • Sitting or standing for long periods of time
  • Working on computers for a long period of time in an office environment
  • Ability to travel within a assigned market
  • Ability to lift and carry 50 pounds