Branch Member Experience Rep.
About The Position
This position is for a front-line branch representative responsible for resolving product or service-related problems by clarifying member issues, determining causes, explaining solutions, expediting corrections, and ensuring resolution. The role also acts as a branch lobby manager, answering member questions and providing information on available products and services. The ideal candidate will be an independent thinker with strong decision-making skills, excelling in a broad range of activities including phone support, new account opening, and serving members through multiple branch and virtual channels.
Requirements
- High School Diploma General Educational Development (GED) Required
- 1 to 3 years of similar or related experience within a financial institution and/or training.
- Excellent verbal, written, mathematical, referral, problem-solving, negotiation, relationship building and communication skills.
- Strong knowledge of Credit Union products and services
- Ability to listen and uncover member needs.
- Solid technical skills (Word, Excel, and other job-related programs)
Nice To Haves
- Previous teller experience preferred.
Responsibilities
- Eagerly engages with members welcoming them into the credit union and offers assistance.
- Provides members with account balance, activity, and history upon members' request.
- Performs transactions, check withdrawals, transfers, and account maintenance.
- Assists with dividend verification, common inquiries, NSF checks, and statement copies.
- Performs loan payments, term calculations, and loan payoff information.
- Informs members of savings, checking, money market, share certificates, IRA, and club account features and benefits.
- Provides documents as requested by members.
- Performs required research to resolve escalated issues.
- Assists members with explanations of transactions on accounts.
- Setup access to online banking and telephone banking
- Maintains knowledge of Credit Union’s field of membership.
- Develop an understanding of Credit Union philosophy, organization, bylaws, and operational procedures and comply with the requirements of the Bank Secrecy Act, AML, OFAC and all other applicable State and Federal Financial Institution Regulations.
- Assists members with deposit account rates, stop payment orders, check copies, overdraft line of credit advances, and Courtesy Pay.
- Manages Time Trade appointment process.
Benefits
- Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time
- Low-cost Medical, Dental & Vision plans
- Paid childcare assistance
- Award-winning 401K
- Gym fee reimbursement
- Tuition Reimbursement
- Student loan repayment
- ...and much more. Explore all the details in our comprehensive Benefits Booklet
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
