Branch Specialist Floater I

About the role

This is an on-site role at Tower. The Branch Specialist travels to all branch locations and the Member Service Center, serving in multiple branch roles as a Teller, Branch Representative, and Branch MSR, as needed.

Responsibilities

• Serves as a primary contact for all potential, new, and existing Members and services all share and loan requests.
• Performs teller duties and maintains teller standards.
• Cross-sells a full range of financial products and services to Members.
• Maintains individual sales and referral standards to meet company goals.
• Ensures proper identification and eligibility requirements of members by following Credit Union policies and procedures for member identification and follows established security measures to guarantee the confidentiality of our membership.
• Provides on-the-job coaching, evaluation, and documentation of the achievements of new and existing Tellers and MSR's.
• Supports both new and existing employees on the job, to enhance skill level, ensure optimum performance and/or diagnose performance issues.
• Responds promptly to member inquiries and performs file maintenance for information regarding a full range of products/services to include: savings, checking, certificates, IRAs, loans, etc.
• Determines the credit worthiness of applicants, evaluates the sufficiency of collateral, verifies that the required documents have been received and completes and prepares disclosures, Truth and Lending statements, financing statements, addendums, liens and any other loan documents needed for disbursement.
• Possesses knowledge and ability to perform and/or assist with balancing and audits of ATM at all branch locations.
• Acts as interim Senior Teller or MSR in absence of same.
• Assists with balancing of ATM’s and ensure all negotiable instruments are secured in the vault.

Requirements

• High school diploma or an equivalency certificate.
• One year of experience providing direct customer/member service preferably in a business office setting.
• Or, an equivalent combination of education and experience.
• Demonstrated interpersonal skills to positively represent the Credit Union during member interaction.
• Ability to effectively operate PC (using a Windows Operating system) and other office equipment.

Qualifications

• High school diploma or equivalency certificate.
• One year of experience providing direct customer/member service preferably in a business office setting.
• Or, an equivalent combination of education and experience.
• Demonstrated interpersonal skills to positively represent the Credit Union during member interaction.
• Ability to effectively operate PC (using a Windows Operating system) and other office equipment.

Skills

• Ability to operate PC in a Microsoft Windows environment.
• Ability to operate Microsoft Office applications (Word, Excel, PowerPoint) with proficiency.
• Ability to use computer-based training and e-learning programs/resources using developmental software, relevant Internet and Intranet applications.
• Ability to enter data, sort and extract, understand the application of and interpret for other information derived from data base systems.
• Ability to map PC workstations when floating between multiple and varied locations.
• Ability to operate branch site with no other Senior or Supervisor.
• Ability to make sound judgments while conducting member transactions.
• Ability to lead branch team and direct staff members in daily branch operations, train, coach and motivate team.
• Ability to handle physical security of branch and adhere to all controls in place.
• Ability to serve as branch resource for more complex computer and system related issues.
• Strong facilitation skills.
• Demonstrates sound knowledge, understanding and application of training and organizational development concepts and theories, adult learning principles, team building and needs analysis.
• Demonstrates capability to access and utilize technology resources in support of employee learning and development presentations and within training plan design.
• Ability to prioritize, organize and handle multiple tasks.
• Ability to read and comprehend procedure manuals simple instructions, short correspondence and memos.
• Ability to provide explanation or instruction in a one-on-one or training situation.
• Must possess excellent public speaking and presentation skills to support Training facilitation on the job.
• Ability to present information and respond to questions from various organizational levels to influence opinions or build a basis.

Benefits

All full-time positions include exceptionally low medical premiums in addition to a whole host of other benefits. Tower is offering a $1000 Signing/Retaining bonus as of 1/20/2025.

Pay

Hiring Range - $23.06/hr - $28.83/hr

Schedule

HOURS FOR POSITION: Monday - Thursday 8:45am-5:15pm, Friday 8:45am- 6:15pm, Saturday 8:30am-1:3opm .Alternating Wednesday/ Saturday off