Financial Services Representative - ALPHA KAPPA ALPHA SORORITY, INC.
Chicago, IL
About the Job
- Adheres to and conducts all business aligned with the Core Values of the Sponsoring Organization- Alpha Kappa Alpha’s Corporate Office.
- Will explain criteria and assist members and customers in opening new accounts.
- Adds to the Credit Union growth through cross selling Credit Union products and services.
- Assists in identifying prospects for and acquires new members to achieve monthly goals.
- Builds strong internal/external relationships through ownership of problem solving and follow through.
- Ensures adherence to compliance regulations, policies, and procedures.
- Assists with the conduct of the annual Member Satisfaction Survey to gain member feedback and prepares and communicates response actions.
- Responsible for monitoring the quality of member accounts and acts to prevent future fraudulent activity.
- Meets with and addresses members who have a complaint or concern about an occurrence.
- Assures the maintenance, confidentiality, and security of member files.
- Ensures all policies followed including cash handling, check hold policy, and compliance.
- Responsible for Password Management.
- Maintains awareness and knowledge required to perform the duties of the position including all aspects of the Bank Secrecy Act, Fair Lending, and Information Security.
- Fast paced and demanding.
- Oversees multiple operations at one time.
- Faces deadlines as mandated by regulatory and Credit Union standards.
- Majority of time will be spent in office; but during meetings and conventions, may work off-site.
- Initial travel may be required to enroll Credit Union members and customers.
- Initial start-up work hours may be long with a varying schedule; may be required to work more than 40 hours per week based on demand.
- Extended hours.
- May require flexible hours to meet customer needs.
- Bachelor's degree in finance, accounting, business management, preferred or equivalent work experience required.
- 1- year experience in banking, a credit union, or other related professional fields.
- Exemplary customer service orientation and skills.
- Excellent written, verbal communications and interpersonal skills.
- Must be detail-oriented with excellent organizational skills.
- Must be able to multi-task, meet tight deadlines, and maintain composure under pressure in a fast-paced environment.
- Knowledge of general office software, particularly the Microsoft Office Suite and the ability to use financial and registration software.
Visit our Career Opportunities page on our website https://aka1908.com/contact/employment/
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https://recruiting.paylocity.com/recruiting/jobs/Details/1867885/ALPHA-KAPPA-ALPHA-SORORITY-INC/Financial-Services-Representative
About ALPHA KAPPA ALPHA SORORITY, INC.:
Alpha Kappa Alpha Sorority, Incorporated had its humble beginnings as the vision of nine college students on the campus of Howard University in 1908. Since then, the sorority has flourished into a globally-impactful organization of nearly 300,000 college-trained members, bound by the bonds of sisterhood and empowered by a commitment to servant-leadership that is both domestic and international in its scope.As Alpha Kappa Alpha has grown, it has maintained its focus in two key arenas: the lifelong personal and professional development of each of its members; and galvanizing its membership into an organization of respected power and influence, consistently at the forefront of effective advocacy and social change that results in equality and equity for all citizens of the world.