# Relationship Banker - PSR at 7 17 Credit Union in Kent,… > Relationship Banker - PSR at 7 17 Credit Union in Kent, Ohio, United States. Category: Operations Jobs. View full job details and apply now on Confidential… Relationship Banker - PSR # Relationship Banker - PSR 7 17 Credit Union ## Job Description Job Summary: All job positions at 7 17 Credit Union may be assigned further duties with or without notice, verbally or in writing. Essential duties and responsibilities include the following. Primary Duties: 1. Maintains high accuracy and thoroughness in handling of all transactions and assigned duties, especially those dealing with cash and members' accounts 2. Assures privacy of member information in handling all transactions and assigned duties 3. Remains compliant with credit union policies and procedures. 4. Maintains a high level of courteousness and professionalism while greeting all members/visitors with a smile and refers to them by name as appropriate. 5. Receives members at assigned station(s) and determines the nature of the members' business. 6. Shows empathy and compassion toward members when assisting with requests, complaints, research, problems and follow-up to resolve matters to the member's satisfaction. 7. Handles personal and commercial account monetary transactions including but not limited to: 8. All cash and check deposits and transfers to accounts including all share/club accounts, checking accounts, money markets, IRA savings and HSA savings.All cash and check withdrawals and transfers from deposit accounts including all share/club accounts, checking accounts, money markets and non-IRA certificates of deposit.Check CashingVisa Cash Advances for members and non-membersProcesses non-commercial member account maintenance requests such as contact information and ownership changes made in person.Savings Bonds redemption for both members and non-membersShared branch deposits and withdrawals 9. Handles the following routine non-monetary transactions including but not limited to: 10. Debit card issuance, qualification, and lost and stolen cardsRemote delivery services including but not limited to application and initial set-up, demonstration, problem resolution and reporting service failures pertaining to existing remote delivery services to appropriate department experts.Assists members with direct deposit initiation, changes and payroll transfers.ACH initiation, changes and cancellation for internal and external payments.Check and ACH stop payment requests.Closes accounts using credit union defined procedures.Debit/credit card fraud, and other forms of fraud assistance.Dormant account process 11. Assists with required dual control processes within the branch operation 12. Scan current day's checks (accepted by all the office staff), balance corporate check totals and various other branch totals. 13. Order new and "reorder" checks for members with checking accounts; 14. Prepare and skip payment requests for Loan Servicing. 15. Opens and closes the computer terminal and accountable for assigned cash drawer monetary contents and balances to the terminal close report on a daily basis; 16. Maintains overall knowledge of the resources and services of the Credit Union as front-line first contact with members. 17. Meets or exceeds product and services relationship building, referral and production goals including but not limited to deposits, loans, payment protection, checking account options, Retirement and Investment services, electronic and remote delivery services, and other products/services at the acceptable level as determined by the Credit Union. 18. Demonstrates a thorough knowledge and proficiency of all Credit Union retail, non-IRA deposit products and services, electronic/remote delivery services, payments, use of credit union core processing system and other software required to perform the required functions within the expected time frame and method determined by the credit union. 19. Responsible for product knowledge and all operational functions associated with the qualification, processing, compliance, completion and submission of the following retail (non-commercial) deposit product requests to open, change, account ownership changes, closing accounts 20. New Membership AccountsAll Checking AccountsClub accountsNon-IRA Certificates of DepositsMoney Markets 21. Performs on-boarding of new memberships opened in the branch following the prescribed time frame and manner established by management. 22. Responsible for product knowledge and all operational functions associated with the evaluation, qualification, processing, submission, gathering of appropriate information needed for loan underwriting of the loan types including but not limited to: 23. Visa Credit Cards (secured and unsecured)Unsecured Personal LoansAll vehicle (auto, motorcycle, boat, RV, etc.) title secured loans for purpose of purchase, refinance, free & clear title, etc.Share Secured 24. Responsible for preparation of loan closing documents, conducting loan closings, performing loan disbursals and all post-closing procedures and follow-up of the loan types listed above. Complete an accurate loan application using online sources for collateral evaluation (N.A.D.A guide) and required information to be used as a basis for credit decisions; direct communication with members to discuss loan application status and/or underwriting conditions for pending; approved and denied loan applications; verification that all loan conditions are met and required documentation (e.g., income verification, title work, insurance verification, etc.) is received 25. Responsible for addressing member inquiries, problems or concerns regarding all product and services mentioned in above duties and directing requests for information or assistance beyond expected level of expertise to the appropriate individual or department 26. Generate additional member relationships by approved methods of outbound calling, including but not limited to using member referrals, assigned leads lists, onboarding, etc. This position manages the following jobs: Confidentiality Requirements: Travel Demands: Prerequisite Education: Prerequisite Experience: Required knowledge, skills and abilities once in the job Certifications, licenses required once in the job: Physical, Mental or Visual Demands: Working Conditions: ## Related Jobs Truck Driver - CDL Class A - Penske Logistics Penske Logistics CDL Project Manager - Operations Automation Projects Sky Chefs Manager CDL A Delivery Driver - $300/Day TransForce Inc. CDL CDL A Delivery Driver - $275/Day TransForce Inc. CDL Local CDL A Delivery Driver - $1790/week TransForce Inc. CDL Class A Delivery Driver Core-Mark Full Time Package Delivery Driver United Parcel Service Full Time Propane Delivery Driver - Sutherlin Carson Full Time ## Related Searches