Provide member-facing account services including opening/closing accounts, processing transactions and non-monetary requests, educating members on products, handling loan interviews/processing within policy, resolving member inquiries, and supporting sales and lending goals across branch and phone center.

Provide member-facing financial services including account openings/closures, transactional support, loan interviewing/processing within policy, cross-sell products, resolve inquiries, and meet sales and lending goals while adhering to regulations.