Credit Union:

iQ Credit Union


Battle Ground, WA



Job Description:

Must be currently enrolled in an iQ High School Campus Branch Program.

Actively support our service and sales environment within the branch based on our Vision, Mission and Operating Principles of the Credit Union and our Retail Service Level Agreement.

Essential Duties:

  • Have an excellent knowledge of the features and benefits of Credit Union services and of selling skills.
  • Employ both to successfully cross-sell Credit Union services when assisting members in any capacity.
  • Meet specific performance objectives in member service and operations.
  • Actively participate in branch activities and weekly sales meetings to achieve specific detailed and measurable service and sales goals.
  • Be proactive by participating in an environment of respect and cohesive teamwork to ensure member loyalty and employee engagement.
  • Actively participate in monthly coaching and development planners to leverage talents and development opportunities. Commit to and successfully execute on agreed upon action plans with your manager.
  • Making service follow up calls to members on a regular basis.
  • Assist members with any inquiries, questions or problems to insure any account errors or problems are resolved. This includes any research and accuracy in cash handling policies and procedures.
  • Promptly and efficiently handle direct, phone, or written inquiries or requests from members or other staff.
  • Process deposits, withdrawals, loan payments and transfers received over the counter, through the mail, in night drop and by telephone.
  • Balance cash drawer at the end of the day. Accuracy of transactions is paramount.
  • Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.
  • Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.