- – Provide exceptional customer service and support to members at the counter.
- – Process financial transactions accurately, including cash balancing and data entry.
- – Present and cross-sell credit union products to meet members' financial needs.
- – Lead institution-wide fundraising strategies generating over $15 million annually.
- – Foster collaborative team environment and build relationships with key stakeholders.
- – Develop and implement advancement policies ensuring ethical management of funds.
- – Engage customers to identify their tech needs and recommend suitable solutions.
- – Achieve personal sales goals while collaborating with teammates for store success.
- – Maintain store operations and ensure a high level of customer service at all times.