Evergreen Representative

The Core Values of Forest Area Federal Credit Union are:

Respect

Integrity

Empowerment

Passion

Innovation

With the foundation of our values in-place, we confidently articulate our Mission:

“Strengthening Our Communities; Investing In Your Success”

Position Purpose

Communicate and correspond with members on a regular basis, through the CU’s online platform/phones. Assist members with account opening, account changes, adding joint owners, discrepancies, and other inquiries.

Job Functions

Promote credit union products and services based on member needs as determined from member interviews.  Maintain current knowledge of all credit union’s services and policies.  Council members on interest rates and cross‐sell services offered at the credit union.

Open new share accounts and certificates. Assist members in the completion of Individual Retirement Account and Share Certificate applications.

Process new account information including ordering checks, verifying eligibility, checking for appropriate signatures, filing cards, mailing welcome letters, etc.  Type, laminate, and mail membership cards to members.  Print starter or temporary checks for members.  Assist members with Instant Issue debit cards and Credit cards.

Assist members with discrepancies and complaints.  Make corrections and refunds on accounts if necessary.

Answer and transfer telephone calls to the appropriate person and record and relay messages.

Maintain the phone system; resolve equipment problems, program machines, send faxes as requested, and assist others in phone and fax machine use.

Organize, perform filing, and maintain general and administrative files and records.  Produce a variety of letters, memoranda, and reports.

Open all types of new accounts, including checking, savings, and specialty accounts.

Assist the E-Consumer Lender.

Performs other duties as assigned.

Assist employees with questions regarding account opening policy and procedures. Communicate any changes to staff when needed.

Periodic reviews of accounts that are opened. Paying close attention to detail and required documentation.