Union Pacific Streamliner Federal Credit Union (UPSFCU), founded in 1937, is a growing financial cooperative based in Omaha, Nebraska and serves the financial needs of the employee of Union Pacific Corporation, its subsidiaries, contractors and strategic partners and their families.
PURPOSE OF POSITION
UPSFCU is seeking a dynamic and experienced team member to join our credit union to serve as a Member Concierge. This front line position is responsible for providing members with accurate financial services by building member relationships through cross selling products and services. This position has a direct impact on organizational success through direct member interactions
ESSENTIAL DUTIES AND RESPONSIBILITIES
The following duties are normal for this position. These are not to be construed as exclusive or all inclusive. Other duties may be required and assigned.
- Demonstrate behavior consistent with CU values, Mission, Vision, Promise including presenting a professional image of the Credit Union.
- Ensure positive public perception of the Credit Union through building relationships and welcoming and greeting visitors.
- Process daily financial transactions (i.e. deposits, withdrawals, loan payments, advances, money orders, etc.) in an accurate and efficient manner.
- Prepare and complete all required paperwork and documentation with a high degree of accuracy.
- Responsible for establishing relationships with members by cross selling and referring products/services to exceed their financial needs.
- Generate sales and revenue by developing a positive member experience. Focus on the solutions that meet the needs of the member and personally strive to make each customer interaction the best experience of their day by consistently delivering on each step of the Member Experience Process
- Establish various accounts including but not limited to IRA’s, HSA’s, Long Term Savings, Trust Accounts, and Business Accounts upon member request
- Call on existing and potential members with focus on relationship development. Follow up on referrals Assist with branch security to include the facility, vault, and any other area.
- Knowledge of and adherence to security and robbery policies and procedures.
- Maintain high degree of confidentiality, security and internal control procedures.
- Achieve established sales and referral goals for deposit products and services.
SUPERVISORY RESPONSIBILITIES
- This position has no direct reports
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High school diploma or GED preferred.
- At least 1 year prior experience in a financial institution, preferably in a credit union environment.
- At least 1 year of cash handling, sales and customer service experience is required.
- Strong communication skills, including a proven ability to ask questions that solicit information.
- Ability to perform in a fast paced, team oriented environment with multiple interruptions.
- Self-starter, motivated to be a part of the sales and services team; as well as being able to work independently.
- Ability to handle problem-solving, accuracy and attention to detail.
- Strong motivation to provide quality customer service to members and public.
- Regular and predictable attendance is a required essential function of the job.
LANGUAGE ABILITY
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
