Universal Representative

Responsibilities

• Consistently produces a high volume of sales production while servicing both on the teller line and platform.
• Serves as a point of contact for member inquiries, guiding them through any process, sales, service, and any channel, phone, branch, OLB, mobile.
• Assists with initiating and completing a variety of services, including but not limited to account maintenance, debit card and check orders, wire transfers, ACH requests, and fraud inquires.
• May open new memberships and accounts depending upon branch traffic needs.
• Educates members about self-banking options including Online Banking, Mobile Banking, e-Statements, ATMs, and Remote Deposit Capture, as appropriate, and encourages member adoption.
• Handles outbound call lists weekly to increase member awareness of product offerings that best fit their financial needs.
• Aids in the call center queue, to include SMS & chat, on a rotation basis when assigned.
• Maintains cash over & short log and reports out of balance conditions according to procedure under the supervision of management.
• Resolves problems that are within their authority to resolve and refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Opens and closes safe deposit boxes for members where applicable.
• Escorts members to their safe deposit box for entry.
• Adheres to all safe deposit box procedures.
• Performs other job related duties as assigned.

Qualifications

• One year to three years of similar or related experience.
• A high school education or GED.
• Able to operate a 10-key calculator and computer keyboard.

Compensation & Benefits

• Competitive hourly rate listed in job posting.
• Comprehensive benefits package including medical, dental, vision, free and voluntary life and disability insurance, 401k with match, and paid time off.
• Birthdays off, tuition reimbursement, and more.

Schedule & Training

• Shift includes 32-40 hours per week between Monday - Friday (8am - 6pm), Saturday (9am - 12pm).
• Hours will be based on the needs of the department.
• The position provides a training program at one of our training locations.