Sr Personal Banker / Senior Branch Service Representative
The Sr Personal Banker / Senior Branch Service Representative will assume, but not be limited to, the following responsibilities :
- Receives and verifies sufficient cash from supervisor or designee, to handle daily cash disbursements. Balances cash receipts and prepares daily work summary envelopes.
- Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
- Interviews loan applicants, counsels members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to loan officers.
- Discloses and funds approved loans. In the event a loan is denied, explains reason for loan decision.
- Assists with the maintenance, control, and security of vault cash, including ordering of cash and verifying shipments upon arrival.
- Assists to maintain appropriate control over Instant Issue ATM cards, checking account starter kits, cashier's checks, money orders, etc., while maintaining appropriate supply levels.
- Assists to complete daily reports, such as large deposits / withdrawals, dormant accounts, new / closed accounts, etc.
The successful candidate will possess the following education, knowledge and skillsets :
High school diploma, GED, or equivalentMinimum four years' experience as a teller, loan processor, new accounts representative, or telephone representative in a financial institutionBasic math and 10-key skillsExcellent customer service and sales skillsPersonal computer proficiency in programs such as Microsoft Word and ExcelAdditional Information :
Full Time, Monday-Saturday, must be flexible with scheduleWe provide competitive compensation and benefits package that includes :
Health, dental, and vision plans401(k) planLife insurancePaid Time Off (PTO) PlanPaid holidaysEOE