Credit Union Branch Counselor

Job Title:? Credit Union Branch Counselor

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Summary:?

Performs teller duties, performs loan officer functions within individually approved authority limits, cross sells Credit Union services and products to members and potential members; performs in a support role for the lending function on those loan applications where lending authority is insufficient and resolves member inquiries and complaints when possible.

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Essential Job Functions:

?Performs any and all teller functions including cash deposits and withdrawals, check deposits and withdrawals, money order sales, travelers cheque-sales, cashier's check sales, and cross selling of services and products.? Disburses line-of-credit and MasterCard advances.Opens and loads certificate account details on computer system.Responsible for accurate cash and transaction balancing daily in accordance with the Credit Union's minimum teller balancing standards.Gathers any or all necessary loan application support documentation for forwarding to appropriate lending officers.Answers member inquiries concerning loan policies and procedures.Carries out home office policy and procedure directives as necessary, including the effective administration of member privacy, confidentiality of transactions, and security of Credit Union hardware and software.Provides feedback or recommendations to the supervisor for changes in branch operating policies and procedures.Performs appropriate member account (file maintenance) changes.Assists supervisor in training incoming employees.Assists lead branch counselor in regional marketing promotional activities.? Prepares periodic marketing reports.Performs other functions as assigned.

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Education Requirements:

High School diploma or equivalent.

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Experience Requirements:

Two years of general office experience, including six months of exp. with a consumer financial institution.

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