Universal Branch Representative I Koger 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
• 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
• Assessing each member’s financial needs to identify cross-sell opportunities and expand relationships
• Making appropriate referrals to deepen member relationships
• Engaging members and prospective members in a professional and courteous manner
• Demonstrating flexibility around the daily needs of the members and the branch
• Posessing leadership skills to properly self-manage and guide co-workers consistently
• Answering member inquiries and cross-selling products and services of the credit union when appropriate

Requirements

• Thorough understanding of products and services offered by financial institutions preferred
• Satisfactory computer skills required
• 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

Qualifications

Minimum of high school diploma or equivalent, with some college education or business courses preferred. Customer/member service experience, preferably at a financial institution, and cash handling/business experience at a financial institution are also preferred.

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.

Pay

The salary range for this position is $50,697 - $56,003.