Universal Branch Representative I - Farmville Branch

About the Role

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

Responsibilities

• Teller Responsibilities:
  • Establishes member relationships through quality service and cross-selling VACU products/services to meet member needs.
  • Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for transactions exceeding assigned authority levels.
  • Performs paying and receiving functions, including deposits, check cashing, loan payments, and cash advances, with accurate balancing and reporting.
  • Disburses cash accurately, maintains and balances a cash drawer daily, and assists in reconciling errors or discrepancies.
  • Evaluates needs of existing and prospective members and makes daily referrals to Member Service Representatives.
• Member Service Responsibilities:
  • Opens memberships and all types of deposit accounts.
  • Provides assistance and maintenance on deposit and loan accounts.
  • Assesses member financial needs to identify cross-sell opportunities and deepen relationships.
  • Engages members professionally in person and over the phone, demonstrating flexibility and leadership skills.
  • Answers inquiries, cross-sells products, and handles transactions efficiently within established policies.
  • Builds and retains relationships through follow-up calls and meeting performance expectations.
  • Handles troubleshooting and special assignments in support of the supervisor.
  • Ensures compliance with notary rules, risk management policies, and federal/state regulations.

Qualifications

• Knowledge: Thorough understanding of financial institution products and services preferred.
• Skills: Satisfactory computer skills, positive communication, cross-selling, problem-solving, and interpersonal skills.
• Abilities: Sound judgment, ability to handle difficult situations, multitask, and maintain a professional appearance.
• Education and Experience:
  • Minimum high school diploma or equivalent; some college or business courses preferred.
  • Customer/member service experience, preferably in a financial institution.
  • Cash handling/business experience and knowledge of TCD transaction procedures.

Physical Requirements

Ability to sit and stand for long periods, occasionally lift up to 50 pounds, and frequently lift up to 30 pounds.

Pay

$50,697.00–$56,003.00