Branch Counselor

Essential Functions

• Aids members of Farmers Credit Union by maintaining and executing knowledge of products and services.
• Handles day-to-day transactions for members, including deposits, withdrawals, and transfers.
• Answers member inquiries and provides information in accordance with Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account-related needs.
• Supports the loan process by gathering necessary documentation, running credit reports, and determining loan rates.
• Balances cash drawer, branch vault, ATM, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements.
• Takes personal responsibility to ensure that member issues are handled properly at the first point of contact.
• Uses strong service skills to build and deepen financial relationships with members and makes every interaction engaging, positive, and educational.
• Provides a high level of service and is committed to increasing member satisfaction and achieving successful results in the Member Service Surveys.
• Demonstrates adherence to the branch service and standards in addition to enforcing and modeling the Credit Union's mission statement and core values.
• May provide support to the chat/online channel by assisting with member inquiries.
• Manages assigned member base and proactively uncovers additional financial needs to target and achieve individual sales goals and support branch sales goals.
• Expands membership, shares, and consumer loan growth through outbound calling, marketing, and referrals, and enhances existing relationships with credit union members in the branch by identifying financial needs and recommending financial solutions.
• Conducts sales presentations to new and existing Farmers/Select Employer Group employees to generate business.
• Provides recommendations to improve the Credit Union's awareness in the Farmer's building and community.

Education

• A High School Diploma or equivalent is required.

Experience

• At least one year of experience in customer service, sales activities, and cash handling, preferably in a financial institution.