Charlotte Relationship Representative
Nashville, TN 
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Posted 3 days ago
Job Description
Charlotte Relationship Representative
Category Branch
Job Locations US-TN-Nashville
Job ID 2020-2575
Type Active - Full Time Hourly
About Us

Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with approximately $2.5 billion in assets.  With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners.  Approximately 650 employees serve more than 207,000 members from 28 Middle Tennessee locations and the Corporate Headquarters. 

Ascend recognizes that its employees are critical to the credit union's sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.

What We Offer

Thank you for your interest in a career with Ascend Federal Credit Union! Being employed by Ascend is vastly different than just holding a job. The credit union prides itself on providing employees rewarding career opportunities, competitive benefits and a unique work culture. The credit union's commitment to its employees is fostered by its commitment to the member-owners, ensuring dedicated and engaged employees to serve the membership. Ascend's vision to be the most loved credit union in our market by employees and members alike has earned the credit union distinctions including Federal Credit Union of the Year (NAFCU, 2015), Best Credit Union to Work For (2016, 2017, 2018 and 2019) and Training Top 125 (2015, 2016, 2017, 2018 and 2019).

 

Ascend offers a GREAT Total Rewards Package Including:

    Competitive compensation
  • Culture that prides itself on promoting from within
  • Bonus potential
  • 100% Company paid medical premiums and long term disability (Full-time)
  • Company paid life insurance and AD&D
  • Impressive 401(k) match program
  • Voluntary programs such as dental, vision, additional group term life, accident, cancer, short term disability and critical illness coverage (Full-time)
  • Paid Time Off that accrues based on length of service
  • Tuition assistance
  • Ten paid holidays each year (Full-time)
Overview

Create a positive member experience by ensuring that members receive friendly, accurate and timely assistance when opening and modifying all account types including business accounts, certificates, IRAs, Coverdell, HSAs, etc. as well as assisting members with other miscellaneous requests, services or functions including utilization of the ITM system as needed. Serve in the capacity of a teller and greeter as required.

Responsibilities
  • Represent the credit union to the member in a courteous and professional manner. Provide prompt, efficient and accurate service in the processing of transactions. 
  • Assist member with errors, complaints, account inquiries, Freedom and VISA card disputes or fraudulent transactions. Issue instant issue cards and re-pin cards via Card Wizard Instant Issue system. 
  • Open all consumer account types, certificates, IRAs, Coverdell, HSAs, etc. and explain various accounts and ownership options.
  • Cross offer credit union services to members by assessing their needs based on information obtained from member/potential member cues, cross-sell messages in Teller Navigator, as well as reviewing the new account credit report. Explain the different services and benefits of each product to increase the member's knowledge about all services in order for the credit union to become the member's PFI (primary financial institution) and build a successful long-term relationship.  
  • Discuss potential loan products and services and provide basic information to members or potential members including loan options, rates, terms, etc. 
  • Discuss and process requests for consumer loan extensions.
  • Perform other teller duties including balancing cash drawer daily, balancing and submitting electronic checks in E-Desk, process stop payments, process research requisitions, obtain statement copies, make advances on open-end loans and allow member access to safe deposit boxes. Process advances on credit cards including operation of the Verifone to obtain authorization from the credit card company. Sell and issue cashier's checks. Assist with audits and replenishment of cash dispense machines and recycler (if applicable).
  • Assist members in signing up for direct deposit and automatic transfers. Prepare the correct forms and maintenance the member's account accordingly. Forward documents to the correct department or employer if applicable.
  • Assist members with using the ITM machine (if applicable to branch).
  • Perform other duties as required or assigned.
Qualifications

Education:

  • High school graduate or equivalent.

Experience:

  • One to three years of similar or related experience.   

Knowledge, Skills and Abilities:

  • Must be accurate in all teller transactions including cash handling. 
  • Must communicate with members in a positive manner in dealing with member/teller transactions. 
  • Regular and reliable attendance is required. 
  • Working knowledge of computer programs including Microsoft Outlook and the internet. 
  • Must be able to operate or have ability to be trained to operate related office equipment including calculator, cash dispense machine, cash recycler, laser printer, receipt printers, check scanner, coin and currency counter, coin scan machine, computer terminal (PC), multifunction copier, imager, Verifone, telephone, Biometric Hand Passvault system and VISA Instant Issue machine.
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Ascend Federal Credit Union is an Equal Opportunity Employer. 


Ascend Federal Credit Union is an Equal Opportunity Employer. It is the policy of Ascend Federal Credit Union to recruit, hire, train and promote persons in all job classifications without regard to race, religion, sex, disability, national origin or any other characteristic protected by federal, state or local law.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
1 to 3 years
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