Universal Branch Representative

PRIMARY FUNCTION

The Universal Branch Representative performs the duties of both a Teller and Member Service Representative (platform). This role is vital in the delivery of an exceptional member experience while supporting branch sales and service strategies.

JOB DUTIES AND RESPONSIBILITIES

• Teller Responsibilities:
  • Establishes member relationships through quality service and cross selling
  • Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority
  • Performs paying and receiving functions with accurate balancing and reporting, including but not limited to deposits, check cashing, loan payments, miscellaneous sales, cash advances, etc.
  • Disbursts cash accurately and maintains a cash drawer, balancing it daily
  • Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies. Maintains adequate cash and/or cash limits as required by VACU policy
  • Evaluates needs of existing and prospective members and makes daily referrals to Member Service Representatives
• Member Service Responsibilities:
  • Responsible for opening Memberships
  • Responsible for opening all types of deposit accounts
  • Able to provide assistance and maintenance on all deposit and loan accounts
  • Referral based lending knowledge
  • Affords each member’s financial needs to identify, cross-sell opportunities and expand relationships
  • Makes appropriate referrals to deepen member relationships
  • Demonstrates the ability to make appropriate decisions in the best interest of VACU and the membership
  • Engages members and prospective members in a professional and courteous manner in person and over the phone
  • Possesses leadership skills to properly self-manage and guide co-workers consistently
  • Possesses lobby leadership skills in order to maximize exceptional member experience
  • Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform and teller line, including Security and Information Security
  • Answers member inquiries and cross-sells products and services of the credit union when appropriate. Responsible for handling member transactions quickly and efficiently in a courteous manner within established policies and procedures and to identify and assist in member needs in a proficient and professional manner
  • Maintains appropriate knowledge of all VACU products and services
  • Answers the phone and responds to member phone inquiries professionally and accurately
  • Buys and retains member relationships by performing follow – up and courtesy calls to members
  • Mets member needs by maintaining appropriate knowledge of all VACU products and services
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
  • Mets expectations in all areas of teller and MSR performance documentation including service quality,