Location: Gilmer, TX
Company: Credit Union Texas
This role entails full responsibility for all learning initiatives, as well as additional job duties specific to the East Texas region, ensuring comprehensive support for our organizational goals. Major Duties and Essential Functions Able to create a positive learning environment by incorporating a variety of learning methodologies, which align solutions with course objectives and learner needs.
Facilitates virtually and in person new hire system knowledge training. This may include systems such as our core (Symitar Episys), our CRM (Salesforce), and Online Banking. In addition, perform product and service specific training for our checking and loan products. Designs, develops and delivers
training and development efforts via various delivery channels including in person, e Learning and virtual training. Maintains in-depth, expert level knowledge of credit union policies, procedures, systems, product and services to primarily support branches and back office departments.
Works with department leaders to coordinate and schedule employees for onsite and offsite training workshops. Maintains records, monitors and reports progress of employees under guidance during training and development periods. Collaborate with management, internal stakeholders and subject matter experts to backss, identify and evaluate technical and systems training gaps and needs to provide high-quality,
enhanced and knowledge-based training content and programs.
Partner with business units and leaders to develop area department specific training modules and training courses as needed due to regulation or process change. Occasional overnight travel may be required to all new and existing branch locations to attend off-site meetings, trainings, and project-related activities, in all as necessary. Positions directly supervised: N/A Specific knowledge, skills and abilities required for this position: Demonstrated success in developing, conducting and backssing training programs, virtual e Learning and instructor led. Excellent knowledge of Adult Learning Theories such as A.
D. D. I. E and Instructional Design models. Knowledge of Financial functions including Teller, MSR functions, new accounts, member service, loan products, and credit union systems and programs. Highly effective and engaging presentation skills and innovative training design skills. Ability to successfully communicate with staff at all levels of the organization effectively and respectfully. The ability to translate complex information into easily understandable and applied knowledge is a must. APTD Certification highly preferred. Candidates must live in or be prepared for a relocation to the East Texas market to fulfill job requirements effectively.
Education: Bachelor's degree in a Business, Finance or Education. Learning and Experience: Minimum of 3 years of financial institution experience with 2 plus years' experience within Learning and Development. Physical Activities and Requirements of this Position CATEGORY DESCRIPTION Finger Dexterity Using primarily just the fingers to make small movements such as typing, picking up small objects, or filing paper documents. Grasping Using fingers and palm on an object. Talking Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
Repetitive Motions Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Hearing Able to hear average or normal conversations and receive ordinary information. Average Visual Abilities Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Must be able to look at a computer screen for extended periods of time Sedentary Work While performing the duties of this job, the employee will frequently talk or hear, sit for extended periods of time, use hands to handle or feel, and reach with hands or arms.
The employee will occasionally, stand and walk, climb or balance, and stoop, bend, kneel, or crouch. The employee will occasionally lift and move up to 10 pounds. Working Conditions of this Position Description Office environment. No hazardous or significantly unpleasant conditions. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense and logic. Detailed Ability to define problems, conduct research, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of regulatory documents and instructions.
Mathematical Ability: The level of ability required to perform math skills and operations. Basic Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to read, analyze, and interpret legal, regulatory and technical documents and reports. Ability to respond to common inquiries or complaints from office staff, regulatory agencies, or vendors. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)
to adequately perform backssment of financial needs. Corresponds with or interviews applicant or creditors to resolve questions regarding application information. Cross-sells the Banks' products/services. Service: Exhibits superior customer service as an Austin Bank team member.
Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs. Helps promote a loyal relationship between the customer and Austin bank. Provides prompt, efficient, and friendly service to customers and potentials customers. Open deposit accounts, process teller transactions, take loan applications, respond to customer
inquiries, resolve issues, recognize and refer cross-sell opportunities as appropriate. Performs all transactions according to specified guidance and prepares all required documentation.
Answers telephone calls taking messages, forwarding calls or providing assistance to customers as needed. Approves loans within specified limits or refers to specified lender for approval. Cross-trains in other areas in order to provide assistance. Provides back up as needed to insure quality customer service. Operations: Participates in developing a teamwork atmosphere with co-workers as part of branch location by attending meetings, participating in discussions, treating co-workers with respect
and courtesy, and contributing to departmental goals. Has a clear understanding of banking regulations pertaining to deposit and loan products.
Ensures all documentation on new loan and/or deposit accounts is complete and accurate according to policy. Maintains an organized and adequately supplied work area. Maintains compliance with Bank policies, procedures, goals and objectives. Adheres to procedures for customer confidentiality. Enhances professional growth and development through participation in education programs, current literature, and in-service meetings, etc. Austin Bank Job UNIVE002255 by e Quest
to understand and comply with regulatory requirements for financial transactions, most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP) as it relates to specific job functions. Exhibits superior customer service as an Austin Bank team member.
Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs. Helps promote a loyal relationship between the customer and Austin bank. Participates in developing a teamwork atmosphere with co-workers as part of department/branch location by attending meetings, participating in discussions, treating co-workers with respect and courtesy,
and contributing to departmental goals. Has a responsibility to stay abreast of company communications by reading publications, announcements and company e-mails, etc.
Takes advantage of appropriate communication channels regarding bank related business matters. Develop personal skills and capabilities through on-going training, as provided by the company or elsewhere subject to Company approval. Uphold and safeguard the organizations values particularly relating to ethics, integrity, and confidentiality both internally and externally. Greets customers and provides superior customer service. Processes night depository, ATM, and Bank-by-mail deposits. Receives checks and cash for deposit,
verifies amount, examines checks for proper endorsements and issues receipt for deposit amount.
Places holds on checks accepted for deposits, if warranted, in accordance with regulations. Cashes checks after verification of customer signatures and balances. Obtains positive identification of payee. Obtains information and completes Currency Transaction Reports for submission to BSA Officer. Prepares Suspicious Activity Reports when applicable. Maintains teller cash drawer within required limits. Explains, promotes and/or sells bank products or services such as travelers checks, savings bonds, money orders and cashier's checks, etc. Maintains appropriate log of cash sale of Cashier's Checks and travelers checks per requirements of Bank Secrecy Act.
Accepts utility bill and loan payments. Processes TT&L, EFTPS payments and cash advances. Places stop payments on checks and drafts as requested by customer. Balances teller cash drawer and cash vault daily. Accepts information for outgoing wire transfers. Assists customers in preparing documentation on debit card disputes. Assists in filing bank records/documentation. Verifies next day new account information and account file maintenance. Opens/processes mail as required. Answers telephone calls taking messages, forwarding calls or providing assistance to customers.
Cross-trains in other areas. Maintains confidentiality at all times. Reports to work regularly and promptly. Contributes as a team player. Enhances professional growth and development through participation in educational programs, current literature, and in-service meetings, etc. Maintains established department and Bank policies, procedures and objectives and quality assurance Austin Bank Job TELLE002258 by e Quest
out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents Resolve customer transactions, which are not consistent with Bank policy or outside of teller authority through the appropriate procedures.
Respond to customer account inquiries. Identify and pursue selling and cross-selling opportunities with Bank customers and prospective customers. Provide assistance to other personnel during peak hours. Assist customers both on the telephone
and in the Bank with balance information, account inquiries and telephone transfers. Assist loan customers with loan and payoff information, amount of loan payment due and line of credit balances.
Reconcile a variety of bank reports on a weekly and/or monthly basis as needed Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations. Perform clerical tasks such as typing, and filing. Perform the duties of a Paying and Receiving Teller which include: Preparing the teller station by completing balancing sheets, counting cash in the drawer and signing
on to the computer. Accepting and processing account deposits and withdrawals.
Issuing Cashier checks, Traveler ’s checks and money orders. Processing commercial deposits and order for change. Cashing checks for banking customers and/or checks issued to our customers. Balancing cash assigned to the teller station daily and completing the closing transactions. It is expected that the incumbent shall perform other duties as assigned within their capabilities as determined by management. QUALIFICATIONS High School Diploma or equivalent required. Knowledge of Windows based software, ability to use a personal computer and 10 key by touch and be detail oriented and highly accurate.
Previous experience handling cash in a customer service environment preferred. Knowledge of principles and processes for providing customer and personal services, meeting quality standards for services, and evaluation of customer satisfaction; Knowledge of principles and methods for showing, promoting, and selling products or services preferred.
Banking jobs refer to positions within banks and financial institutions that deal with money management, investment services, and customer transactions. These roles can range from tellers and customer service reps to investment bankers and financial analysts. Key characteristics of banking jobs include a strong focus on accuracy, customer service, regulatory compliance, and oftentimes, a fast-paced environment. Employees in the banking sector typically need strong numerical skills, attention to detail, and the ability to understand complex financial products and services. With the rise of fintech, banking jobs are also evolving to include more technology-driven positions.
