Branch Specialist

Bilingual employees are preferred but not required; those who complete a proficiency test receive a \$1.50/hour stipend in addition to the posted pay range.

About the role

The Universal Member Representative provides exceptional and accurate service through courteous and professional interactions. This role performs a combination of teller transactions, account services, and member support functions.

Responsibilities

• Assists members with establishing memberships, opening and maintaining personal and business accounts, and supporting all related account services (notary, IRA, wire transfers), including debit cards, digital/phone banking, check orders, and direct deposits. Also carries out lending responsibilities.
• Accurately processes a variety of teller transactions in accordance with cash handling procedures and policy (deposits, withdrawals, loan payments, check cashing, etc). Trained on cash recyclers, balances cash and work daily, and ensures proper documentation is signed.
• Manages cash and coin inventory, requests and verifies currency, follows cash control procedures and policy, and ensures workstation security. Maintains up-to-date knowledge of credit union procedures, services, and compliance requirements.
• Assists members with account inquiries, ATM access, including fraud claims and account disputes. Performs account maintenance and resolves issues efficiently. Adheres to procedures for safeguarding member information and data confidentiality.
• Provides basic guidance on credit union products and services. Cross-sells, offers tailored solutions, and refers members to appropriate departments for specialized services.

Performance Measurements

• Member accounts and loan requests are processed accurately, efficiently, and in compliance with policy.
• Cash drawer and workstation are consistently balanced and secured with minimal errors.
• Consistently meets or exceeds member service expectations and contributes to a positive and inclusive team environment.
• Referrals and cross-sells support product and service growth, meeting monthly referral goals.
• Adherence to operational and compliance standards is consistently demonstrated.
• Upholds cultural standards by fostering respect, inclusion, psychological safety, and collaboration in all interactions.

Requirements

• At least 1 year of financial services experience in customer or member-facing roles.
• Six months of cash handling experience in a financial or customer service setting preferred.
• High school diploma or equivalent required.
• Proficiency in Microsoft Office and branch systems; ability to use cash recyclers, adding machines, and standard office technology.
• Ability to process high volumes efficiently and accurately.

Skills

• Positive, professional communication style with strong interpersonal and organizational skills.
• Demonstrates empathy and responsiveness in a service setting.

Benefits

• \$1,500 sign-on bonus for full-time employment: \$500 after successful completion of onboarding/training (paid after two months of service), and \$1,000 after 6 months of continued full-time satisfactory service.