Branch Counselor

Farmers Insurance Federal Credit Union•Merced, CA

15d

About The Position

Join Farmers Credit Union as a Branch Counselor (BC) and become a driving force behind exceptional member service and meaningful financial guidance. As the heartbeat of the branch, you’ll support members through everyday transactions, offer smart financial solutions, and help cultivate strong, lasting relationships. If you’re passionate about helping people, thrive in a collaborative environment, and are excited by both service and sales, this role is your chance to shine. Step into a position where every interaction matters and where your work truly helps others achieve financial well-being.

Requirements

High School Diploma or Equivalent required
At least one year experience in customer service, sales activities, and cash handling preferably in a financial institution.

Responsibilities

Assists members of Farmers Credit Union through maintaining and executing knowledge of products and services.
Performs day to day transactions for members including, but not limited to, deposits, withdrawals and transfers.
Answers member inquiries and provides information in accordance with Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account-related needs.
Assists members with all aspects of the loan process such as gathering necessary documentation, running credit reports, and determining loan rates.
Balances cash drawer, branch vault, ATM, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements.
Takes personal responsibility to ensure that member issues are handled properly at the first point of contact.
A BC will use their strong service skills to build and deepen the financial relationships with our members and make every interaction with them an engaging, positive and an educational experience.
Consistently provides a high level of service and is committed to increasing member satisfaction and achieving successful results in the Member Service Surveys.
Demonstrates adherence to the branch service and standards in addition to enforcement and modeling of our mission statement and core values.
May provide support to the chat/online channel by assisting with member inquiries.
Targets and achieves individual sales goals and supports branch sales goals by managing assigned member base and proactively uncovering additional financial needs.
BCs will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, marketing, and referrals.
They will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions.
Conduct sales presentations to new and existing Farmers/Select Employer Group employees to generate business.
Provide recommendations to improve the credit union’s awareness in the Farmer’s building and community.