Universal Branch Representative

Banking

UniversalBranchRepresentative-PartTime-30Hours

$31–45k ~AI est. Roanoke, Virginia, United States PART TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Banking
Problems you'll solve

Problem solving; Sound judgment; Handle difficult situations; Handle multiple tasks; Troubleshooting

Eligibility Requirements

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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