Company
UniversalBranchRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Universal Branch Representative. Skills: Teller duties, Member Service Representative duties, Exceptional member experience delivery, Branch sales and service strategies. Performs the duties of both a Teller and Member Service Representative (platform). Establishes member relationships through quality service and cross selling VACU products/services to meet member needs”
What You'll Achieve.
Support branch sales and service strategies; Meet member needs; Expand relationships; Deepen member relationships; Maximize exceptional member experience; Ensure business goals and individual member service and sales goals are consistently met; Deliver high quality service and needs based sales to members
Industry & Context.
Problem solving
Ability to sit and stand for long periods of time, Occasionally lifting up to 50 pounds and/or up to 30 pounds frequently
What They're Looking For.
Must Have
Required notary certification, Must stay informed of all notary rules and regulations, Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies, Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security, Report all Risk Management Policy violations in accordance with policy, Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures, 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 preferred, Customer/member service experience, preferably at a financial institution, Cash handlingusiness experience at a financial institution, Knowledge of TCD transaction and settlement procedures
What You'll Do.
Performs the duties of both a Teller and Member Service Representative (platform)
Establishes member relationships through quality service and cross selling VACU products/services to meet member needs
Handles each transaction proficiently and accurately
Performs paying and receiving functions with accurate balancing and reporting
Disburses cash accurately and maintains a cash drawer
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
Responsible for opening Memberships
Responsible for opening all types of deposit accounts
Able to provide assistance and maintenance on all deposit and loan accounts
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 consistently
Possesses lobby leadership skills in order to maximize exceptional member experience
Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform and teller line
including Security and Information Security
Answers member inquiries and cross-sells products and services of the credit union when appropriate
Responsible for handling member transactions quickly and efficiently in a courteous manner within established policies and procedures and to identify and assist in member needs in a proficient and professional manner
Meets member needs by maintaining appropriate knowledge of all VACU products and services
Answers the phone and responds to member phone inquiries professionally and accurately
Building and retaining member relationships by performing follow – up and courtesy calls to members
Meets expectations in all areas of teller and MSR performance documentation including service quality
Provides quality service by following all member service expectations
Handles troubleshooting and special assignments in support of supervisor
Responsible for ensuring that business goals and individual member service and sales goals are consistently met
Responsible for delivering high quality service and needs based sales to members
Comply with all published enterprise level policies and procedures
Complete all required
ongoing enterprise level training
Report all Risk Management Policy violations in accordance with policy
Develop and maintain a working knowledge of all applicable federal and state regulations
Stay up to date on all required loan documents
credit reports and related lending documents
Other duties may be required and assigned by the supervisor
How You'll Work.
Communication Scope
Positive and effective communication; Public relations skills
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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