Express Team MSR II

COMMUNITY FIRST CREDIT UNION OF FLORIDA • Jacksonville, FL

13d

About The Position

To assist members and potential members with telephone inquiries; by explaining products and services, responding to problems, directing phone calls to the appropriate area, and consistently demonstrating CML Sales and Service culture skills daily.

Requirements

• One to three years of similar or related experience.
• A high school degree or equivalent.
• A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Responsibilities

• Receive incoming phone calls, answers account, product, service, and loan questions, calculates payments, and takes loan applications on the phone from members and potential members. Processes loan papers, mails to members or directs to loan officers for disbursement.
• Maintains member account information on the computer system. Assures that appropriate records are maintained and required reports are prepared. Makes lending recommendations for loan acceptations within credit union policies and guidelines. Identifies cross sell opportunities and cross sells services to members.
• Assists other departments as needed. Performs other related duties as assigned.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees