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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) 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
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1) Responsible for daily reconciliations, research and transaction adjustments 30% a. Reconcile Processing Center ledgers and investigate any variances. b. Investigate and follow up with all check processing dispute transactions referred by UWCU staff. c. Make necessary adjustments for members. d. Originate adjustments using the online Federal banking system and US Bank adjustment forms. e. Review
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) 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. Reporting & Financial Analysis 45% a. Prepare and review monthly and quarterly corporate financial reports used by the Executive Team, Board and subcommittees of the Board, senior management, and internal department management. b. Oversees monitoring of profitability, growth, expense, and loss performance results; alerts management to potential risks or gaps and recommends options for correctiv
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) 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) Recruitment and Staffing 60% a. With the guidance and support of the Employment Coordinator, conducts a variety of recruitment activities post jobs, preparing reports, participates in recruitment meetings and provides input on overall progress of hiring. b. Responsible for screening applications, coordinating interviews and conducting follow up with candidates. c. Perform all necessary checks
Posted Today
1) Loss Prevention & Investigation 50% a. Monitor suspicious activity through various alerts and reports and taking proactive actions to prevent deposit, card and/or account losses. b. Analyze fraud trends and initiate actions to prevent loss or abuse. c. Initiate and receive phone and written correspondence from account holders, branch personnel and other organizations regarding the fraudulent or
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) Underwriting and Queue Management 35% a. Effectively and efficiently decisions loans within department guidelines and standards. b. Maintains regulatory knowledge and compliance. c. Exhibits awareness and reacts appropriately to loan volume levels, incoming phone calls and emails to achieve and maintain service level standards. d. Prioritizes follow up with regard to urgency of where the loan i
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