Summit Branch Member Service Representative - Full Time
About The Position
RBFCU is seeking a full-time Branch Member Service Representative for its Summit branch in San Antonio, Texas. The role combines Teller and Personal Banker functions and serves as a primary point of contact for members and prospective members. The representative builds relationships, identifies financial needs, educates members about relevant products and services, and provides professional service across in-person, video conference, drive-thru, and telephone channels. The position also involves assessing transactions and interactions for fraud risks, maintaining control of cash and negotiable instruments, and supporting RBFCU’s sales culture and branch standards. The role offers opportunities to learn and grow through RBFCU’s Path to Promotion and Learning and Development program. Starting pay is $20.00 per hour. Employees who successfully complete RBFCU’s Spanish/English bilingual certification can earn an additional $2.00 per hour.
Requirements
- High school diploma or GED.
- Six months of work experience; financial institution, customer service, or sales experience is preferred.
- Ability to work a flexible Monday-through-Saturday schedule; attendance and punctuality are pertinent.
- Ability to cover staffing at any location within the respective region, including branch transfers, when business needs arise.
- Excellent communication and interpersonal skills.
- Ability to solve problems, make timely and informed decisions, and use common sense to follow detailed written or oral instructions.
- Proficiency using a PC, software, and other office equipment.
- Ability to sit or stand for extended periods.
- Correctable vision, hearing, and manual dexterity; ability to reach with hands and arms and speak clearly.
Nice To Haves
- Bilingual in English and Spanish.
Responsibilities
- Provide enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and the RBFCU team.
- Process a variety of transactions through in-person, video conference, drive-thru, and telephone channels.
- Maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.
- Use consultative, needs-based conversations to identify financial needs and recommend appropriate products and services while meeting or exceeding minimum sales goals.
- Support RBFCU’s sales culture and branch standards by reinforcing best practices, modeling consultative behaviors, and maintaining accountability for performance expectations.
- Serve as a Branch Reservist by taking Member Service Center calls and handling incoming member requests.
- Assess deposits for potential fraud and interactions for impersonation to mitigate fraud losses.
- Assist members and prospective members with needs involving other internal departments, including Consumer Lending, Mortgage, and Credit Union Service Organizations, while complying with applicable requirements.
- Qualify members and assist with opening, updating, and closing accounts; maintain current knowledge of the RBFCU Membership and Account Agreement.
- Prepare teller reports and escort members into designated areas when requested.
- Observe safety and security procedures and report potentially unsafe conditions.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
