Universal Branch Representative I - Genito Branch

About the role

The Universal Branch Representative performs the duties of both a Teller and Member Service Representative, delivering an exceptional member experience while supporting branch sales and service strategies.

Responsibilities

The role includes both Teller and Member Service Responsibilities.

Teller Responsibilities include:

• Establishing member relationships through quality service and cross-selling products/services
• Handling transactions proficiently and accurately, with good judgment and seeking approval when necessary
• Performing paying and receiving functions with accurate balancing and reporting
• Disbursing cash accurately and maintaining a cash drawer, balancing it daily
• Verifying and balancing assigned cash drawer daily with minimal cash variances
• Assisting in reconciling errors or discrepancies
• Evaluating needs of existing and prospective members and making daily referrals to Member Service Representatives

Member Service Responsibilities include:

• Opening Memberships and all types of deposit accounts
• Providing assistance and maintenance on all deposit and loan accounts
• Referral-based lending knowledge and assessing member financial needs to identify cross-sell opportunities
• Making appropriate referrals to deepen member relationships
• Engaging members and prospective members in a professional and courteous manner
• Demonstrating flexibility and leadership skills to maximize exceptional member experience
• Answering member inquiries and cross-selling products and services when appropriate

Requirements

• Required notary certification and staying informed of all notary rules and regulations
• Complying with all published enterprise level policies and procedures, including Risk Management policies
• Completing all required, ongoing enterprise level training, including BSA, OFAC, and Information Security
• Reporting all Risk Management Policy violations in accordance with policy
• Developing and maintaining a working knowledge of all applicable federal and state regulations, including corporate policies and procedures

Qualifications

The ideal candidate will have:

• Knowledge of products and services offered by financial institutions
• Satisfactory computer skills
• Positive and effective communication and public relations skills, cross-selling, problem-solving, and interpersonal skills
• Sound judgment and ability to handle difficult situations
• Ability to handle multiple tasks and maintain a professional appearance and manner

Minimum education and experience requirements include a high school diploma or equivalent, with some college education or business courses preferred, and customer/member service experience, preferably at a financial institution, with cash handling/business experience at a financial institution.

Physical Requirements

This job requires the ability to sit and stand for long periods of time, occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.