Senior Branch Services Representative- Columbus, Ohio

Job Description

Job Description

SUMMARY :  Responsible for all member service duties, sales, and developing new and deepening existing member relationships in Columbus, OH microbranch.

ESSENTIAL FUNCTIONS :

• Opens, closes, and maintains single employee branch in Columbus, Ohio, partnering with site management when necessary.
• Opens new accounts, certificates of deposit, credit cards, consumer loans, and all other ancillary credit union products and services; answers member questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
• Prepares loan documentation, schedules closings, and closes consumer loans.
• Processes in-person transactions and requests via phone for members.
• Identifies and matches member product needs with ALEC products and services by interviewing members and discussing their financial needs, including making referrals to other staff members and departments to ensure member needs are met.
• Implements all sales strategies, including new products and services developed by management.
• Reviews credit reports for cross-sell opportunities.
• Works applicable sales leads from vendors and internal sources.
• Assists members with the use of the Interactive Teller Machine (ITM) / ATM.
• Consistently meets and often exceeds performance goals and actively participates in all sales campaigns.
• Schedules and holds regularly scheduled business development table events at various Columbus-based sponsor sites to drive new membership and deepen existing member relationships.
• Holds in-person and virtual education events on the credit union and other financial topics, including an Introduction to the Credit Union, Building Credit, and Budgeting.
• Coordinates with Mortgage Lending, ALEC Wealth Management, and Business Development to schedule and hold in-person Mortgage and Wealth Management seminars for the Columbus facilities.
• Partners with Business Development to develop key Columbus facility and Human Resources relationships.
• Maintains mastery level knowledge of all ALEC products, services, procedures, policies, and appropriate regulatory issues relating to daily job.
• Remains updated on all security procedures and equipment.
• Consistently provides exceptional member service to every member, internal and external, every time by adhering to the ALEC Service Model.
• Serves as members' single point of contact on all ALEC products and services.
• Demonstrates understanding of and commitment to the credit union’s ongoing mission, vision, and core values.

SECONDARY FUNCTIONS :

QUALIFICATIONS :

The base pay for this position is $20.09 to $33.49 per hour. In specific locations, the pay range may vary from the range posted. Click the link below to learn more about ALEC and our benefits.

https : / / www.alecu.org / membership / about / careers

Company Description

ALEC is one of the largest credit unions in Illinois backed by the strength and stability of over one billion in assets. Every day, we work hard to prove our commitment to provide the very best financial products and services to more than 30,000 ALEC members.

Setting the bar high is a proud tradition at ALEC that has resulted in the strong, loyal support of our members. We welcome bright, people-oriented professionals who want to build their career and help our credit union continue to expand its presence, offerings and the people it serves.

Company Description

ALEC is one of the largest credit unions in Illinois backed by the strength and stability of over one billion in assets. Every day, we work hard to prove our commitment to provide the very best financial products and services to more than 30,000 ALEC members.\r\n\r\nSetting the bar high is a proud tradition at ALEC that has resulted in the strong, loyal support of our members. We welcome bright, people-oriented professionals who want to build their career and help our credit union continue to expand its presence, offerings and the people it serves.