Easter Seals Jobs

The Account Specialist I is responsible for delivering excellent member experience through a wide range of teller-based transactions, including receiving and dispensing funds. The Account Specialist I must maintain accurate transactional records and follow all credit union processes, policies, and procedures while serving the members. This position requires excellent communication skills to effectively engage and recognize the member's needs and ensure that they are offered products and services that will assist the member with reaching financial wellness. The Account Specialist I works collaboratively with their branch team to ensure that the member experience is superior and goals are achieved.

Essential Job Functions

• Engaged Communication: Ensure that engagement between co-workers and members is meaningful, focusing on listening to learn and offering quality solutions.
• GREAT Service Standards: Commitment to offering superior member experience while following all the GREAT service standards.
• Accurately Process Teller Activity: Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue deposit receipts. Cash checks: verify endorsement, receive proper identification, and ensure validity. Answer member inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations, and consumer privacy policies.
• Focus on Purpose/Mission: Focused on the credit union's purpose and mission statement of creating financial wellness in our community through everyday banking.
• Scorecard Accountability: Cross-offer new checking, lending, and product referrals to members consistent with individual and branch goals.
• Focused on Attention to Detail: Ensure that all transaction activity is done accurately. Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices.
• Diversity, Equity, and Inclusion: Committed to supporting an inclusive culture.
• Core Process, Policy, and Procedure Review and Recommendations: Responsible for following all core processes, policies, and procedures, including policies and procedures for customer identification and all BSA requirements.
• Community Advocate: Serves as a credit union representative while in the community.

• Branch Support: Commitment to working all assigned hours and having the flexibility to work from any credit union location within 20 miles of the home branch. Willingness to mentor and support other team members.

   

Competencies Required

People-focused and Strong Communication: Empathetically seek understanding of what members and employees require, expect, and use available resources, policies, and opportunities in their best interest without compromising institutional core values and core focus.

Achiever, Initiative, and Goal Driven: The employee drives for results and success, is committed to their job, sets high-performance standards, pursues aggressive goals, works hard to achieve them, displays a high level of effort and commitment to work, and takes ownership. Committed to executing individual scorecard goals as well as achieving branch goals.

Focused, Accuracy, and Attention to Detail: Thoroughness and accuracy in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.

Trustworthy, Reliability, and Confidentiality: Personally responsible; completes work in a timely, con