Bandera Pointe Branch Member Service Representative - Full Time

Randolph Brooks Federal Credit Union•San Antonio, TX
•Onsite

About The Position

RBFCU is seeking a full-time Branch Member Service Representative for its Bandera Pointe branch in San Antonio, Texas. Starting pay is $20.00 per hour. Employees who successfully complete RBFCU’s Bilingual Spanish/English certification can earn an additional $2.00 per hour. The Branch Member Service Representative is the face of RBFCU and combines Teller and Personal Banker functions. The role provides service to members and prospective members, builds relationships, identifies financial needs, and educates people about products and services. It also involves reviewing deposits and interactions for fraud risks, supporting branch sales goals, and assisting with transactions and account services through multiple channels. The position offers opportunities to learn and grow through RBFCU’s Path to Promotion and Learning and Development program. The Bandera Pointe branch is located at 11432 W. Loop 1604 N, San Antonio, TX 78254. The position requires a flexible Monday-through-Saturday schedule and may require covering staffing needs or transferring to any location within the respective region.

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 promptness are pertinent.
  • Ability to cover staffing at any location within the respective region if a business need arises, including branch transfers.
  • Excellent communication and interpersonal skills.
  • Ability to solve problems, make timely and informed decisions, and use common sense to carry out detailed written or oral instructions.
  • Proficiency in 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.
  • Financial institution, customer service, or sales experience.

Responsibilities

  • Provide enthusiastic, professional, prompt, courteous, and quality service to members, prospective members, and RBFCU team members.
  • Process a variety of transactions in person, by video conference, through drive-thru, and by telephone.
  • Maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.
  • Conduct consultative, needs-based conversations by listening actively, asking open-ended questions, and demonstrating empathy to identify financial needs and recommend appropriate products and services; consistently meet or exceed minimum sales goals.
  • Support RBFCU’s sales culture and branch standards by reinforcing best practices, modeling consultative behaviors, and holding oneself accountable to performance expectations.
  • Serve as a Branch Reservist by taking Member Service Center calls and handling incoming member requests through that channel.
  • Assess deposits for potential fraud and interactions for impersonation to mitigate fraud losses.
  • Assist members and prospective members with needs involving internal departments such as Consumer Lending, Mortgage, and Credit Union Service Organizations, while complying with applicable policies, procedures, and regulatory laws.
  • Qualify members and assist with opening, updating, and closing accounts; maintain current working 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; essential functions and responsibilities may change or new ones may be assigned at any time with or without notice.

Benefits

  • Employees who successfully complete RBFCU’s Bilingual Spanish/English certification can earn an additional $2.00 per hour.
  • Path to Promotion and award-winning Learning and Development program.
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