Universal Branch Representative
UniversalBranchRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Universal Branch Representative at Universal Branch Representative. Skills: Teller duties, Member service, Sales strategies. Perform teller duties. Perform member service duties”
What You'll Achieve.
Meet member needs; Expand relationships; Deepen member relationships; Maximize exceptional member experience; Ensure business goals are met; Meet individual sales goals; Meet individual service goals
Industry & Context.
problem solving; Sound judgment; Ability to handle difficult situations
Ability to sit and stand for long periods, Occasionally lifting up to 50 pounds, Frequently lifting up to 30 pounds
What They're Looking For.
Must Have
Satisfactory computer skills, Positive and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills, Sound judgment, Ability to handle difficult situations, Ability to handle multiple tasks, Professional appearance and manner, Minimum of high school diploma or equivalent, Customer/member service experience, Cash handlingusiness experience, Knowledge of TCD transaction and settlement procedures, Required notary certification, Comply with all published enterprise level policies and procedures, Complete all required, ongoing enterprise level training, Report all Risk Management Policy violations, Must develop and maintain a working knowledge of all applicable federal and state regulations, Stay up to date on all required loan documents, systems, credit reports and related lending documents
Nice to Have
Some college education or business courses, experience at a financial institution, Thorough understanding of products and services offered by financial institutions
What You'll Do.
Perform teller duties
Perform member service duties
Deliver exceptional member experience
Support branch sales strategies
Handle transactions proficiently and accurately
Disburse cash accurately
Balance cash drawer daily
Open deposit accounts
Provide assistance on accounts
Identify cross-sell opportunities
Make appropriate referrals
Engage members professionally
Answer member inquiries
Cross-sell products and services
Handle member transactions quickly
Answer phone professionally
Build member relationships
Perform follow-up calls
Meet performance expectations
Provide quality service
Handle troubleshooting
Deliver high quality service
Deliver needs based sales
Comply with policies and procedures
Complete required training
How You'll Work.
Team & Collaboration
Guide co-workers; Work with product team
Communication Scope
Positive and effective communication; Public relations skills; Interpersonal skills; Effective communication
Full Job Description
_**Job Description:**_ **PRIMARY FUNCTION:** **The Universal Branch Representative performs the duties of both a Teller and Member Service Representative (platform). This role is vital in the delivery of an exceptional member experience while supporting branch sales and service strategies.** **JOB DUTIES AND 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 any transaction exceeding assigned levels of authority * Performs paying and receiving functions with accurate balancing and reporting, including but not limited to deposits, check cashing, loan payments, miscellaneous sales, cash advances, etc. * Disburses cash accurately and maintains a cash drawer, balancing it daily * Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies. Maintains adequate cash and/or cash limits as required by VACU policy * Evaluates needs of existing and prospective members and makes daily referrals to Member Service Representatives _Member Service Responsibilities_ : * Responsible for opening Memberships * Responsible for opening all types of deposit accounts * Able to provide assistance and maintenance on all deposit and loan accounts * Referral based lending knowledge * Assesses each member’s financial needs to identify, cross-sell opportunities and expand relationships * Make appropriate referrals to deepen member relationships * Demonstrates the ability to make appropriate decisions in the best interest of VACU and the membership * Engage members and prospective members in a professional and courteous manner in person and over the phone * Demonstrates flexibility around the daily needs of the members and the branch * Possesses leadership skills to properly self-manage and guide co-workers consi
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