Universal Branch Representative
Banking
UniversalBranchRepresentative-PartTime-30Hours
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Universal Branch Representative - Part Time - 30 Hours at Universal Branch Representative. Skills: Sales, Member service, Teller functions. Perform teller duties. Perform member service duties”
What You'll Achieve.
Meet member service and sales goals
Industry & Context.
Problem solving; Sound judgment; Handle difficult situations; Handle multiple tasks; Troubleshooting
Occasionally lifting up to 50 pounds, Frequently lifting up to 30 pounds, Sit and stand for long periods
What They're Looking For.
Must Have
High school diploma or equivalent, Customer/member service experience, Cash handling business experience, Knowledge of TCD transaction and settlement procedures, Required notary certification
Nice to Have
Some college education or business courses, Financial institution experience, Knowledge of products and services offered by financial institutions
What You'll Do.
Perform teller duties
Perform member service duties
Establish member relationships
Handle transactions proficiently and accurately
Perform paying and receiving functions
Disburse cash accurately
Verify and balance cash drawer
Assist in reconciling errors
Evaluate member needs
Open deposit accounts
Provide assistance and maintenance on accounts
Assess financial needs
Identify cross-sell opportunities
Make appropriate referrals
Engage members professionally
Answer member inquiries
Cross-sell products and services
Handle member transactions quickly
Maintain knowledge of products
Answer phone professionally
Respond to phone inquiries
Build and retain member relationships
Perform follow-up calls
Perform courtesy calls
Meet performance expectations
Provide quality service
Handle troubleshooting
Handle special assignments
Ensure business goals are met
Meet individual sales goals
Deliver high quality service
Deliver needs based sales
Stay informed of notary rules
Comply with enterprise policies
Complete enterprise training
Report policy violations
Develop working knowledge of regulations
Stay up to date on loan documents
Stay up to date on systems
Stay up to date on credit reports
How You'll Work.
Team & Collaboration
Guide co-workers
Communication Scope
Public relations
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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