Pioneer Federal Credit Union is the 5th largest credit union with headquarters in Idaho and has served Southwest Idaho since 1954. We are experiencing rapid growth and expansion through our unparalleled commitment to the communities we serve, as well as our commitment to our team members. Team member benefit packages include an excellent compensation package, health, dental and vision insurance, free life insurance, free long-term disability, generous PTO accrual starting your first year, paid holidays, tuition reimbursement, childcare reimbursement, team member discounts, a 401(k) employer match up to 8% and so much more!As a progressive financial institution, we are seeking a dynamic individual to fulfill the role of Account & Loan Representative for our* Caldwell Branch.*The Account & Loan Representative will greet and assist members and potential members with their Credit Union needs; explains services, sets up new accounts, responds to problems, assists members with their loan applications; processes loan disbursements and directs members to the appropriate team members. This position is responsible for offering and explaining electronic and video services for members convenience. Must be proficient with Pioneers electronic channels to include, but not limited to home banking, mobile banking, and my Pioneer Personal Assistant products. Assists other team members with a variety of duties.*
Responsibilities Include: **
Open and perform maintenance on consumer and business accounts and loans. Analyze credit reports, looking for opportunities to deepen member relationships and assist members in bringing other products to Pioneer by asking open-ended questions to discover member needs and achieve strategic objectives. Utilize follow up practices on all new loans and deposit accounts for increased sales, proactively identify issues or concerns and asking for referrals. Protect the member and Pioneer through sales of additional loan add-on products. Perform prompt and accurate account and loan maintenance functions.
Experience: Minimum one (1) year of similar or related experience.
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Education: *A high school education or GED
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Interpersonal Skills: *A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.Other Skills: This position requires excellent public relations skills, knowledge of Credit Union services and products, organizational skills to ensure the proper recording and dissemination of required information. Efficiency and accuracy, as well as professionalism in communication, is vital to the successful execution of this position.
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Physical Requirements: *Very light physical effort. Typical of most office jobs. Work in comfortable positions. May include constant standing.Work Environment: Normal light, heat, air, and space in the work environment.Location: 416 S. KIMBALL, Caldwell, ID 83605Job Type: Full-time
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