Universal Ambassador I (10004) at AltaOne… · Ridgecrest

Summary: AltaOne Federal Credit Union is seeking a Universal Ambassador I to assist members with a wide variety of services and advise them on how to best utilize company products and services to meet their personal financial goals. The role involves opening accounts, providing customer service, and ensuring compliance with company policies and regulations.

Responsibilities:
- Open various new accounts, process necessary information and educate the members as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
- Explain and expedite the opening, closing, transfer, and rollover of IRA certificates
- Assist with wide variety of customer services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist members with checkbooks, process credit card/loan applications for members, manages outgoing wires, solve fraud issues, notary, close accounts, etc
- Assist members with opening CDs and educate members as to penalties, earnings, etc
- Provide backup to tellers upon request
- Set up auto transfers and sign up customers for ACH transfers and wires
- Use every member contact as an opportunity to advise members about additional services or programs that might benefit them
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Required Qualifications:
- Six months to two years of similar or related experience, including time spent in preparatory positions
- A high school degree or GED is required
- Courtesy, tact, and diplomacy are essential elements of the job
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs
- Must be capable of climbing/descending stairs in emergency situation
- Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator
- Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary
- Must be able to work extended hours whenever required or requested by management
- Must be capable of regular, reliable and timely attendance
- Must be able to perform job functions independently and with limited supervision
- Must work effectively as part of a team
- Must be able to read and carry out various written instructions and follow oral instructions
- Must be able to speak clearly and deliver information in a logical and understandable sequence
- Must be able to perform basic financial calculations with accuracy
- Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization
- Must demonstrate highest levels of customer service and discretion when dealing with the public
- Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace
- Must be capable of exercising highest level of discretion on confidential matters

Required Skills: Opening and closing bank accounts, Processing credit card and loan applications, Managing outgoing wires, Notary services, Bank Secrecy Act, Patriot Act, Office of Foreign Assets Control, Handling IRA certificates, Handling Certificates of Deposit (CDs), Customer service in banking, Courtesy