Universal Service Representative (Financial Service Rep)
Heritage Family Credit Union · South Londonderry, VT · 1 mo ago
$25/hrFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: "Who We're Looking For" (maybe About the role). "What You'll Be Doing" (Responsibilities). Benefits listed. Salary Range (Pay). No explicit Schedule. No explicit Requirements/Qualifications/Skills separate; but we could infer from "Who We're Looking For" includes relationship building, problem solver, etc. Could treat that as Requirements or Skills. But we must not invent content; we can only use what's present. The "Who We're Looking For" bullet points: strong relationship building skills, problem solver extraordinaire, strive to reach identified goals. Those are more like qualifications/skills. We could put them under Requirements or Skills. But we need to decide which heading to use. Since they are qualifications/skills, we could put under "Requirements" or "Skills". The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can choose whichever fits. The posting has "Who We're Looking For" which is like qualifications/skills. Could map to "Requirements". Also there is a "Position Summary" and "Essential Functions" which are responsibilities. So we can have sections: About the role (maybe brief intro?), Responsibilities, Requirements, Benefits, Pay. No Schedule. No Qualifications separate if we used Requirements. Could also have Qualifications if we separate but we risk duplication. Better to have: About the role (short paragraph summarizing role), Responsibilities (What You'll Be Doing + Essential Functions), Requirements (Who We're Looking For), Benefits, Pay.
We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate: navigation, cookie, legal, EEO, etc. The posting includes some fluff like "Heritage Family Credit Union is a dynamic..." that's substantive about organization; could be part of About the role? Might be okay to include as part of About the role. But we need to preserve all substantive info; we can include that in About the role paragraph.
We need to output only HTML fragment, no markdown fences.
Let's extract content:
From posting:
- Who We're Looking For: bullet points (actually sentences):
- We are seeking a dedicated team player to join our Londonderry branch as a Universal Service Representative (USR).
- The Ideal Candidate Will Have strong relationship building skills to position themself as a trusted resource for members and teammates
- Be a problem solver extraordinaire who will consistently work to deliver exceptional service through proven and creative strategies
- Strive to reach identified goals and objectives through strong individual initiative and collaborative team effort
We could combine into a paragraph or list. Since it's a list of qualities, we can use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: "Who We're Looking For" (maybe About the role). "What You'll Be Doing" (Responsibilities). Benefits listed. Salary Range (Pay). No explicit Schedule. No explicit Requirements/Qualifications/Skills separate; but we could infer from "Who We're Looking For" includes relationship building, problem solver, etc. Could treat that as Requirements or Skills. But we must not invent content; we can only use what's present. The "Who We're Looking For" bullet points: strong relationship building skills, problem solver extraordinaire, strive to reach identified goals. Those are more like qualifications/skills. We could put them under Requirements or Skills. But we need to decide which heading to use. Since they are qualifications/skills, we could put under "Requirements" or "Skills". The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can choose whichever fits. The posting has "Who We're Looking For" which is like qualifications/skills. Could map to "Requirements". Also there is a "Position Summary" and "Essential Functions" which are responsibilities. So we can have sections: About the role (maybe brief intro?), Responsibilities, Requirements, Benefits, Pay. No Schedule. No Qualifications separate if we used Requirements. Could also have Qualifications if we separate but we risk duplication. Better to have: About the role (short paragraph summarizing role), Responsibilities (What You'll Be Doing + Essential Functions), Requirements (Who We're Looking For), Benefits, Pay.
We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate: navigation, cookie, legal, EEO, etc. The posting includes some fluff like "Heritage Family Credit Union is a dynamic..." that's substantive about organization; could be part of About the role? Might be okay to include as part of About the role. But we need to preserve all substantive info; we can include that in About the role paragraph.
We need to output only HTML fragment, no markdown fences.
Let's extract content:
From posting:
- Who We're Looking For: bullet points (actually sentences):
- We are seeking a dedicated team player to join our Londonderry branch as a Universal Service Representative (USR).
- The Ideal Candidate Will Have strong relationship building skills to position themself as a trusted resource for members and teammates
- Be a problem solver extraordinaire who will consistently work to deliver exceptional service through proven and creative strategies
- Strive to reach identified goals and objectives through strong individual initiative and collaborative team effort
We could combine into a paragraph or list. Since it's a list of qualities, we can use - .
- What You'll Be Doing: paragraph about frontline advocate, etc. Then list of tasks:
- Partnering with individuals and businesses in the community to open new memberships
- Working with members through their consumer lending process from application to loan closing, and identifying other financial goals that we may be able to support
- Providing assistance to members in a compassionate manner in order to provide resolutions to more in-depth issues, as well as education on how to achieve better financial success in the future
Also later there is Position Summary and Essential Functions with many duties. We need to preserve all substantive info; we should include those as part of Responsibilities.
Let's collect responsibilities from "What You'll Be Doing" and the Position Summary/Essential Functions.
Position Summary: "The Universal Service Representative is a retail service position that is responsible for providing world class member experience to both credit union members and co-workers. This position performs a broad variety of financial service functions to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner and transacting with a high degree of accuracy. In addition to demonstrating a high level of proficiency, duties also include cross-selling products appropriate to members needs and providing installment and revolving consumer loans. Address member questions regarding products and services and perform a variety of account maintenance duties."
Essential Functions list (many). We'll need to include them as list items.
Let's extract essential functions bullet points (they are sentences separated by periods). We'll convert each to
- .
Essential Functions:
- Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction.
- Service members promptly, accurately and efficiently with account inquiries, loan requests, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more.
- Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly.
- Assist with new employee onboarding and training when necessary.
- Work closely with other team members to meet branch goals, enhance the overall member experience and ensure all daily operations of a branch are completed.
- Accurately handle daily transactions, including deposits, withdrawals, payments, and transfers.
- Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives.
- Proactively identify, promote, explain and cross-sell credit union products and services.
- Open new accounts and loans with a high level of proficiency, including, but not limited to consumer and business share draft accounts, term share certificates, debit cards and more.
- Ensure all account and loan documentation are gathered timely and reviewed for completion and accuracy.
- Complete account and loan checklists and QCs in a timely manner.
- Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products.
- Assist other department staff as needed, respond to email an (cut off). The text ends abruptly: "Assist other department staff as needed, respond to email an". Probably incomplete; we should preserve as is? It's incomplete sentence; but we must preserve all substantive information; we can include that fragment as is.
We also have Benefits list:
- Paid time off in addition to paid federal holidays
- Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
- 401k match
- Ongoing training opportunities
- 8 hours of volunteer time with an organization important to you
- Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)
Pay: Salary Range: $26.00 per hour, may be eligible for quarterly retail incentive
No schedule.
Now we need to decide sections.
About the role: Could include introductory sentences: "We are seeking a dedicated team player to join our Londonderry branch as a Universal Service Representative (USR)." plus maybe description of Heritage Family Credit Union mission. That seems appropriate.
Responsibilities: combine "What You'll Be Doing", Position Summary, Essential Functions.
Requirements: "Who We're Looking For" bullet points.
Benefits: list.
Pay: paragraph.
We must not include headings with empty content. Ensure each heading has content.
Now produce HTML:
About the role
We are seeking a dedicated team player to join our Londonderry branch as a Universal Service Representative (USR). Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community.
Responsibilities
- Partnering with individuals and businesses in the community to open new memberships
- Working with members through their consumer lending process from application to loan closing, and identifying other financial goals that we may be able to support
- Providing assistance to members in a compassionate manner in order to provide resolutions to more in-depth issues, as well as education on how to achieve better financial success in the future
- The Universal Service Representative is a retail service position that is responsible for providing world class member experience to both credit union members and co-workers. This position performs a broad variety of financial service functions to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner and transacting with a high degree of accuracy. In addition to demonstrating a high level of proficiency, duties also include cross-selling products appropriate to members needs and providing installment and revolving consumer loans. Address member questions regarding products and services and perform a variety of account maintenance duties.
- Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction.
- Service members promptly, accurately and efficiently with account inquiries, loan requests, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more.
- Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly.
- Assist with new employee onboarding and training when necessary.
- Work closely with other team members to meet branch goals, enhance the overall member experience and ensure all daily operations of a branch are completed.
- Accurately handle daily transactions, including deposits, withdrawals, payments, and transfers.
- Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives.
- Proactively identify, promote, explain and cross-sell credit union products and services.
- Open new accounts and loans with a high level of proficiency, including, but not limited to consumer and business share draft accounts, term share certificates, debit cards and more.
- Ensure all account and loan documentation are gathered timely and reviewed for completion and accuracy.
- Complete account and loan checklists and QCs in a timely manner.
- Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products.
- Assist other department staff as needed, respond to email an
Requirements
- Strong relationship building skills to position yourself as a trusted resource for members and teammates
- Problem solver extraordinaire who will consistently work to deliver exceptional service through proven and creative strategies
- Strive to reach identified goals and objectives through strong individual initiative and collaborative team effort
Benefits
- Paid time off in addition to paid federal holidays
- Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
- 401k match
- Ongoing training opportunities
- 8 hours of volunteer time with an organization important to you
- Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)
Pay
Salary Range: $26.00 per hour, may be eligible for quarterly retail incentive
We should not include Schedule heading.
Check for any repeated content: We have duplicated some
About the role
We are seeking a dedicated team player to join our Londonderry branch as a Universal Service Representative (USR). Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community.
Responsibilities
- Partnering with individuals and businesses in the community to open new memberships
- Working with members through their consumer lending process from application to loan closing, and identifying other financial goals that we may be able to support
- Providing assistance to members in a compassionate manner in order to provide resolutions to more in-depth issues, as well as education on how to achieve better financial success in the future
- The Universal Service Representative is a retail service position that is responsible for providing world class member experience to both credit union members and co-workers. This position performs a broad variety of financial service functions to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner and transacting with a high degree of accuracy. In addition to demonstrating a high level of proficiency, duties also include cross-selling products appropriate to members needs and providing installment and revolving consumer loans. Address member questions regarding products and services and perform a variety of account maintenance duties.
- Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction.
- Service members promptly, accurately and efficiently with account inquiries, loan requests, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more.
- Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly.
- Assist with new employee onboarding and training when necessary.
- Work closely with other team members to meet branch goals, enhance the overall member experience and ensure all daily operations of a branch are completed.
- Accurately handle daily transactions, including deposits, withdrawals, payments, and transfers.
- Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives.
- Proactively identify, promote, explain and cross-sell credit union products and services.
- Open new accounts and loans with a high level of proficiency, including, but not limited to consumer and business share draft accounts, term share certificates, debit cards and more.
- Ensure all account and loan documentation are gathered timely and reviewed for completion and accuracy.
- Complete account and loan checklists and QCs in a timely manner.
- Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products.
- Assist other department staff as needed, respond to email an
Requirements
- Strong relationship building skills to position yourself as a trusted resource for members and teammates
- Problem solver extraordinaire who will consistently work to deliver exceptional service through proven and creative strategies
- Strive to reach identified goals and objectives through strong individual initiative and collaborative team effort
Benefits
- Paid time off in addition to paid federal holidays
- Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
- 401k match
- Ongoing training opportunities
- 8 hours of volunteer time with an organization important to you
- Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)
Pay
Salary Range: $26.00 per hour, may be eligible for quarterly retail incentive
We should not include Schedule heading. Check for any repeated content: We have duplicated some