Branch Coverage Specialist

Peak Credit Union

2d•Hybrid

About The Position

This position delivers exceptional member service by meeting members’ needs through our sales and service culture. Actively recommends products and services to help members build valued financial relationships. Performs a variety of tasks including transactions, resolve member concerns, following proper procedures to minimize errors, reduce fraud, and promote the credit union philosophy of “people helping people” and objectives. Travels to multiple branch locations to fill critical staffing needs throughout the Branch Network.

Requirements

A minimum of two (2) years’ experience in a related field, including exposure to sales, service, cash handling, consumer loans, residential, business services, and operations in a credit union or other financial institution.
Demonstrated ability to build strong relationships with members to identify member needs and cross-sell products and services.
Must be fully proficient in all credit union systems and applicable hardware and able to adapt to consistently changing work environment, leadership, and role expectations.

Nice To Haves

Working knowledge of the credit union products and services.
Demonstrated ability to learn and grow in an environment with frequent changes and competing demands.
Demonstrated openness to feedback with the ability to respond with professionalism and dignity when delivering information to members and co-workers.
Demonstrated ability to timely problem solve and make decisions relevant to role and experience.
Demonstrated ability to embrace and promote a positive, collaborative work environment.
Demonstrated ability to role model our core values, maintain and confidentiality with minimal supervision.
Ability to back up leadership (point of contact) and mentor of developing co-workers.

Responsibilities

Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.
Identifies and originates all products and services offered by the credit union.
Receives, processes, and posts member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner. Maintains accurate records of all transactions.
Processes cash orders with management oversight, completes wire transactions, and check reconciliation through teller capture/check 21.
Balances cash drawer and daily transactions. Assists management with certifications, key assignments, and balancing the vault, cash dispensers etc.
Completes all required training. Follows all security procedures and processes, including but not limited to, BSA regulations, including completing CTR and SAR reports when applicable.
Records detailed notes to document member interactions, complex situations, complaints and transactions to minimize lapses in employee communication or member service.
Takes a proactive approach to learning new credit union systems/processes.
Maintains a professional image and engages as a positive team member.
Mentors others on product knowledge, identifying needs and cross selling skills. Sets an example for all Staff (e.g., cross selling and member relations skills, punctuality, professionalism, etc.).
Provides on-site and remote assistance to various branches and departments as needed, including traveling to different locations to support operations.
All other duties as assigned.

Benefits

Medical, dental, vision and life insurance coverage.
Medical, Dental, and Vision insurance paid at 100% by company for employee only coverage.
Health Care FSA (HCFSA)
Health Savings Account (HSA) with employer contributions
Dependent Care FSA (DCFSA)
Life and AD&D insurance
401k plan
8 hours of vacation per month
8 hours of sick leave per month
11 paid holidays
1 floating holiday
16 hours of self-care time
16 hours of volunteer time