Job Description
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 member’s 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 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.
- 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 as a teller, loan processor, new accounts representative, or telephone representative in a financial institution
- Basic math, personal computer and 10-key skills
- Excellent customer service and sales skills
**Must be available to work Monday-Saturday as schedule will vary based on the need of the branch.
We provide competitive compensation and benefits package that includes:
- Health, dental, and vision plans
- 401(k) plan
- Life insurance
- Paid Time Off (PTO) Plan
- Paid holidays
EOE
Job Posted by ApplicantPro