Job Description

*** This role is reserved exclusively for current employees of Workers Federal Credit Union (WCU). External candidates will not be considered at this time. ***

Job Title: Premier Banking, Support

Department: Premier Banking

Department Location: Littleton, MA

Reports to: VP, Premier Banking

Career Stream: Individual Contributor

Classification: Hybrid

Pay Grade: 08

FLSA Status: Non-Exempt

Pay Grade Range: $24.32 - $30.39

Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Function:

Responsible for providing coordinated sales and service support to our Premier Banking team, including direct and indirect communication with credit union members and prospects by assisting the Premier Banking team's efforts to identify existing and new members who qualify for the Premier Banking program.

Essential Duties and Responsibilities:

• Assist the Relationship Managers, VP and credit union employees with efforts to promote Premier Banking services, including the opening of all Mortgage memberships.

• Monitor referrals, review daily reports for potential enrollment opportunities. Schedule appointments and prepare materials for member meetings. Communicate with members based on the needs of the department.

• Provide administrative support to all Relationship Managers, including follow-up with existing members, accurately completing paperwork and data input, and other administrative tasks as needed. Process members transactions as requested. Manage external and interoffice mail correspondence.

• Provide high quality service in all interactions with members and personnel in other departments of the credit union. Handle routine member inquiries; effectively working with the back-office support personnel to ensure a high degree of quality service and member satisfaction

• Conduct all business, while protecting the confidentiality of information, by following rules and regulations set forth by the Credit Union, your Program Manager, and other regulatory agencies. Capture relevant member data and informational notes, along with appropriate documents in the member contact record on core platform

• Maintain a current knowledge of Premier Banking products and services, as well as other products and services offered by the credit union. Maintain knowledge and stay abreast of developments in the financial industry

• Review department documentation for accuracy and compliance. Upload documents to ensure adherence to internal standards set by the organization. Open accounts and perform account maintenance as directed.

• Provide regular feedback to management to help improve workflow processes and levels of service.

• Regularly demonstrate behaviors as defined by the credit union's Fundamentals, which are part of the Workers Wisdom culture program.

• Assume additional responsibilities as requested.

Education

• HS diploma or equivalent required.

Knowledge/Skills/Experience Requirements:

Minimum of two years of administrative office experience in a financial service or sales environment preferred. Solid knowledge of Premier Banking products and procedures. Detail-oriented, strong work ethic and self -motivated. Strong interpersonal skills. Excellent written and oral communication skills required. Proficiency with personal computer applications including MS Word, Excel and PowerPoint. HS diploma or equivalent.

Physical Activities/Requirements:

Able to communicate orally with co-workers and members. Able to operate computer keyboard and other office machines that require finger dexterity and repetitive motion. Visual acuity necessary to prepare/inspect documents. Occasional lifting up to 20 lbs. Sedentary work, sitting most of the time.

Equipment Used:

General office equipment.

Work Environment:

• This job operates in a professional office environment
• This role is currently classified as a Hybrid position. However, the classification is subject to change based on business needs.

About Workers Credit Union : Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members . We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!

Benefits:

• Comprehensive medical, dental and vision plans
• Basic life and AD&D insurance, short-term disability and long-term disability
• 15+ days of paid time off (PTO) per year
• Up to 16 hours of volunteer time off (VTO) per year
• 11+ paid holidays
• 401(k) that includes a Safe Harbor Match of up to 4%.
• Tuition Reimbursement Program
• Mental health resources including an Employee Assistance Program (EAP)
• Individualized learning and development programs

EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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