Branch Specialist

About the role

The Branch Specialist serves as a central resource for delivering exceptional support to both employees and members across all transactional activities. The Specialist fosters a consultative service culture by actively identifying member needs and offering guidance on products and solutions.

Responsibilities

• Works independently with precision and efficiency, interpreting Credit Union policies and procedures to address member inquiries effectively.
• Assists in onboarding new products/services while maintaining strict confidentiality and robust document control to safeguard members and card data.
• Promotes a culture that encourages the effective use of technology among members by educating and guiding them on how to leverage technology for their benefit.
• Maintains high service standards and ensures member satisfaction.
• Contributes to organizational growth by providing top-tier and full service to members.
• Identifies member needs and promotes products and services to enhance overall member experience.
• Affixes signatures on documents, completes end-of-day settlement, prepares and verifies cash shipment, reviews and generates operational reports for accuracy, ensures proper maintenance, balancing, functionality of Teller Cash Recyclers, Kiosks and Coin Machines to support secure and efficient branch operations.
• Ensures adherence to all credit union policies, procedures, and regulatory requirements.

Requirements

• Associates, High School (Required)
• 2-4 years’ experience in a position requiring similar knowledge, skills, and abilities.

Qualifications

• Any equivalent combination of experience and education.

Skills

• Proficiency in KeyStone, Image Center and Microsoft Office.

Benefits

• 100% on-site.
• Schedule: 7.5 hours per day, Monday thru Friday.
• Shifts will be assigned based on seniority.

Pay

• N/A

Schedule

• 7.5 hours per day, Monday thru Friday.
• 100% on-site.
• Shifts will be assigned based on seniority.