Branch Specialist

Responsibilities

• Assists members with establishing memberships, opening and maintaining personal and business accounts, supporting all related account services (notary, IRA, wire transfers), including debit cards, digital/phone banking, check orders, and direct deposits, while also carrying 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).
• 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.
• Provides basic guidance on credit union products and services. Cross-sells, offers tailored solutions and refers members to appropriate departments for specialized services.

Requirements

• Experience: At least 1 year of financial services in customer or member-facing roles and six months of cash handling experience in a financial or customer service setting preferred.
• Education: High school diploma or equivalent required.
• Interpersonal Skills: Positive, professional communication style with strong interpersonal and organizational skills. Demonstrates empathy and Responsiveness In a Service Setting.
• Technical/Other Skills: 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.

Benefits

• Bilingual: Preferred not required. Bilingual employees are eligible to receive a stipend of \$1.50 per hour in addition to the posted pay range after completing a proficiency test.
• Sign on bonus: \$1,500.00 sign on bonus available for full-time employment. Eligibility for the bonus is \$500 after successful completion of onboarding/training to be paid with two months of service, and \$1,000 after 6 months of continued full-time satisfactory service.