Branch Service Representative (JFK)

Dupaco•Dubuque, IA

About The Position

The Branch Service Representative processes member transactions, assists with account management, and educates members about products and services. The role includes cross-selling, proactive member outreach, and supporting branch operations while ensuring compliance with regulations. The representative helps strengthen member relationships and promote financial services. The position offers starting pay of $20.85 per hour, monthly and annual incentives, and a benefit package that includes a 401(k) match.

Requirements

High school diploma or equivalent.
Previous customer service or equivalent experience.
Excellent interpersonal and communication skills for representing the financial institution positively and professionally when interacting with members and staff.
Strong problem-solving skills and aptitude for learning new technologies.
Strong attention to detail.

Nice To Haves

Fluency in both English and Spanish (bilingual).
Previous cash-handling experience.

Responsibilities

Accurately process member transactions, including deposits, withdrawals, transfers, and loan payments, and assist members in the lobby.
Assist and educate members on Interactive Teller Machines (ITMs) as needed.
Balance cash drawers and reconcile transactions at the end of the day.
Open checking, savings, and certificate of deposit accounts and offer full-family membership to new and existing members.
Accurately close member accounts.
Assist members with Visa applications by communicating approval or denial and processing balance transfers.
Perform account maintenance, including updating personal information and managing account inquiries.
Educate members about credit union and Dupaco products and services, including their features, benefits, and fees.
Cross-sell Dupaco products and services; identify and advocate for digital services by explaining benefits, addressing concerns, and demonstrating how they can improve members’ experience in support of branch and organizational goals.
Conduct proactive outreach and outbound calls to members as assigned.
Conduct Money Makeovers and Credit History Lessons and identify opportunities to deepen member relationships through relevant products and services.
Identify and refer potential leads for specialized services, including mortgage loans, business loans, business services, insurance services, and financial services.
Assist with branch operations, including opening and closing procedures and balancing, servicing, and reconciling cash-handling equipment and machines.
Follow credit union regulations, policies, and compliance procedures and requirements.
Use available resources and tools to detect and report suspicious activities and transactions.
Participate in branch meetings and training sessions to stay current on Dupaco policies and products.
Perform other duties as assigned.