Routing #272476433

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2023 AAACU Team Photo

Job Openings: Financial Experience Trainee (High School Student) - Owl's Nest - Oscoda

Location of Position:Oscoda, MI
Salary:$11.12 / hour

Duties:

A Financial Experience Trainee will be a current high school student that will work at our Owl's Nest branch (inside Oscoda high school) and in our Oscoda office.

 

Advises new and existing members with their financial wellness needs, opens and closes various types of accounts, processes transactions, resolves account problems, and provides advice regarding other products and services of the Credit Union. Follows the Credit Union mission and promise statements.

 

Assists members with opening and closing accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed, along with recommondations for resolution. Advises members on products and services that will meet their financial needs. Maintains accurate member account information and prepares requried reports for management. Acts as liaison between members and various departments. Cross-sells Credit Union products and services. Performs a variety of miscellaneous tasks including filing, copying, data input, and answering the telephone. Performs other job related duties as assigned.

 

Provides informed, prompt, and accurate services to all members and associates by greeting and waiting on members in a timely manner. Opens individual accounts, certificates of deposit, and other Credit Union products or services in accordance with Credit Union policies and procedures, ensuring all related forms and documents are filed/scanned in a timely manner. Carries out assigned duties and responsibilities with minimal errors according to established Credit Union standards. Actively advises members on products and services to acheive or exceed 100% of all established individual, brand and Credit Union strategic performance goals. Proactively seeks opportunities to identify appropriate products and services for the greater benefit of the member. Maintains a dependable record of attendance and timeliness. Maintains a professional work environment and businesslike appearance.


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