Major Gift Officer - Higher Ed. jobs in York, PA

Looking to be part of a team? Join 1st Ed Credit Union for competitive wages, 401k plan and many other great benefits!

Position Summary

Builds valued financial relationships with our members by actively recommending and cross-selling 1st Ed products and services that best meet our members’ financial needs while providing outstanding professional service and answering all member inquiries.

Essential Functions

• Answers all incoming calls in a professional, timely and courteous manner; following established standards and guidelines for excellent member relations and efficiency.
• Understands the credit union’s financial goals and strategic direction.
• Proactively supports the “sales and service” culture.
• Utilizes account information to ask pertinent questions to assess member’s financial needs to offer the best products and services to cross-sell.
• Actively cross-sells and opens credit union products, establishes all services to members and potential members to meet their financial needs.
• Consistently achieves threshold levels of sales goals and member services performance standards and training requirements.
• Accepts and enters consumer loan applications when needed and provides loan pay-off information to appropriate parties.
• Understands all security and responsibilities of the departments within the credit union and maintains a working knowledge of compliance/regulations in area of responsibility.
• Maintains up-to-date knowledge of all credit union products and services along with the benefits and features of each.
• Understands and follows all credit union policies and procedures.
• Appropriately refers escalated service issues to the supervisor.
• Processes all service requests for members such as stop payments, check orders, address changes, card ordering and account maintenance.
• Provides accurate information regarding our loan and savings rates, fees, account balances, and activity.
• Processes all transaction requests for members, such as payments, transfers, deposits, cash advances, outgoing wires, and withdrawals with accuracy and in accordance to our policy and procedure guidelines.
• Establishes mobile banking and bill pay services for members and provides assistance and guidance in their use.
• Performs the teller duties as assigned.
• Adheres to approved cash handling skills and ensures cash teller drawer is accurately balanced each day.
• Provides efficient and professional service to all members in relation to all branch functions including teller processing and member services.
• Maintains a safe work environment and reports any unsafe conditions immediately.
• Ensures the timely opening and close of the branch daily, including maintaining a professional work area at the branch.
• Accurately opens and closes memberships as needed.
• Assists in completion of CTR’s and SAR’s as needed.
• Accurately completes and submits time sheets.
• Conducts Shared Branching transactions when needed.

Job Type: Part-time

Pay: $13.00 - $15.00 per hour

Expected hours: 20 – 25 per week

Benefits:

• 401(k)
• Flexible schedule

Schedule:

• 8 hour shift

Education:

• High school or equivalent (Preferred)

Experience:

• Cash handling: 1 year (Preferred)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Preferred)
• Sales and service: 1 year (Preferred)

Work Location: In person