The Branch Service Representative will assume, but not be limited to, the following responsibilities :
- Responds to members requests for information on various products and services, answers questions, conducts basic research on members accounts and / or refers members to appropriate individual for solution.
- Receives members at assigned teller station, determines nature of members business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers.
- Processes Visa cash advances and loan payments, and updates member address information.
- Opens v arious credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
- Interviews loan applicants, advise 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.
- Determines members financial needs and provides products and service information to meet those needs.
The successful candidate will possess the following education, knowledge and skillsets :
Minimum two years experience of financial institution experienceExcellent written and verbal communication, customer service and sales skillsPersonal computer proficiency with Microsoft Word and ExcelExcellent critical thinking skillsFull-Time position; must be available to work Monday-Saturday as schedule will vary based on the needs of the branch.We provide competitive compensation and benefits package that includes :
Health, dental, and vision plans401(k) planLife insurancePaid Time Off (PTO) PlanPaid holidaysEducational ReimbursementEOE
Job Posted by ApplicantPro