As an Online Relationship Agent, you are responsible to work loan and deposit applications originated through the on-line channel and to cross-sell additional Credit Union products and services. In addition, you are responsible for interviewing and qualifying members for consumer loans and other products within the requirements of the policies established by the Credit Union, ensuring member satisfaction through courteous, accurate, and efficient service, and being responsible for mentoring Hire Ahead Financial Service Officers.
Bachelor's Degree preferred. 1-3 years sales experience preferred. Lending experience preferred. The ability to work under pressure while staying organized for optimal performance. Excellent communication and people skills are a necessity.
Must be able to achieve minimum monthly sales expectations established by the Member Relationship Manager. Be professional and courteous in manner, while focused on quality, and quantity of work performed. Be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by Idaho Central Credit Union.
Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.). Sit for extended periods of time. Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc. Repetitive motion using wrists, hands, and fingers. Reach keyboards. Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).
(Keywords: Bank, Banking, Finance, Member Relationship)
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at Idaho Central Credit Union to obtain employment.
Idaho Central Credit Union is a dynamic financial institution that is focused on helping our members achieve financial success. Established in 1940 we have become the largest and fastest growing financial institution in the state of Idaho. ICCU was voted for large companies the Best Place to work in Idaho. We have also been named by S&P Global Marketing Intelligence as the top performing credit union in the nation. We are a talent based organization looking for talented individuals to help our members achieve financial success.