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1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union's Cash Management policies and procedures d) Ensure that all member
Posted Today
1) Achievement in Balanced Scorecard Results 40% a. Meet specified goals for productivity, quality, leads and referrals with an emphasis on self service education. b. See scorecard addendum for details. 2) Develop and Build Member Relationships 40% a. Exhibit awareness of the daily and year to date service levels on all remote and E Commerce channels. b. Consistently educate members about the pro
Posted Today
1) Achievement in Balanced Scorecard Results 40% a. Meet specified goals for productivity, quality, leads and referrals with an emphasis on self service education. b. See scorecard addendum for details. 2) Develop and Build Member Relationships 40% a. Exhibit awareness of the daily and year to date service levels on all remote and E Commerce channels. b. Consistently educate members about the pro
Posted Today
1) Loss Prevention Compliance Monitoring & Reporting 45% a. Assist BSA Officer in the day to day monitoring of BSA/AML/Patriot Act compliance functions including the Office of Foreign Assets Control (OFAC), currency transaction reporting, filing and annual reviews of exemptions, Risk Scoring, and identifying and referring suspicious or fraudulent activity. b. Perform complex financial transaction
Posted Today
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union's Cash Management policies and procedures d) Ensure that all member
Posted Today
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union's Cash Management policies and procedures d) Ensure that all member
Posted Today
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union's Cash Management policies and procedures d) Ensure that all member
Posted Today
1) Achievement in Balanced Scorecard Results 50% a. Meet specified goals for product sales, referrals, and sales behaviors b. See current year scorecard for details. 2) Acquire, Develop, & Build Member Relationships 40% a. Consistently educate members about their financial choices. Appropriately analyzes their needs, and recommends appropriate financial& products and services. b. Educate members
Posted Today
1) Project Management and Reporting 40% a. Consult with Project Sponsor and business unit(s) to confirm components of initial project request are compatible with the Credit Union's goals, objectives and standards. b. Support Project Executive and Leadership Sponsor in understanding the overall cost of the project as it relates to the anticipated benefits of the project deliverables. c. Partner wit
Posted Today
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union's Cash Management policies and procedures d) Ensure that all member
Posted Today
1) Research & Examine Records & Titles Following State and Federal Regulations 80% a. Responsible for researching and compiling necessary information to prepare in house letter reports for home equity loans and rapid refinance Mortgage Loans. b. If it is determined that the property is eligible for an in house report, access E Title or Tapestry website utilizing member information and legal descri
Posted Today
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union's Cash Management policies and procedures d) Ensure that all member
Posted Today
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union's Cash Management policies and procedures d) Ensure that all member
Posted Today
1) Administration & Compliance of IRAs & Coverdell Education Savings Accounts (CESAs) 60% a. Serve as the primary resource to provide information and technical support to members and staff on IRAs and CESAs. b. Coordinate annual tax reporting for IRAs and CESAs and review tax information for accuracy in reporting. Process all tax corrections accurately and within specified time frames. c. Coordina
Posted Today
1) Direct the Sales and Business Development Activities of Mortgage Sales 30% a. Define market opportunities and sales efforts between UWCU and its loan sources, including realtors, builders, members and UWCU Community and Campus Relations personnel. b. Participate in the creation and implementation of business development plans to increase market share. c. Work closely with the Associate Vice Pre
Posted Today
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