Branch Specialist

CCUElgin, IL
Onsite

About The Position

Consumers Credit Union (CCU) is hiring a full-time Branch Specialist for its Elgin branch. This is an early career opportunity with significant growth potential, offering hands-on experience in branch operations. The role is a hybrid of Concierge, Teller, and Personal Banker duties, focusing on providing outstanding member service, performing financial transactions, opening accounts, and educating members on CCU's products and services. It's an ideal position for individuals interested in banking and financial services, member-facing roles, and career advancement within branch operations.

Requirements

  • High School diploma or equivalent
  • 1+ year of similar work experience (retail, customer service, guest relations, sales, and cash handling)
  • Comfortable promoting products and services, educating members, and engaging in sales oriented conversations
  • Computer proficient in Data Processing Platforms, Email, Internet/Intranet, Instant Messaging, and Microsoft Office
  • Excellent interpersonal and communication skills
  • Ability to multitask, work at a fast pace, and stay organized
  • Propensity to be helpful, positive, act with integrity, and to embrace inclusion & diversity
  • Availability to work 40 hours/week and be scheduled between the following hours: Monday – Thursday: 8:15AM – 5:15PM, Friday: 8:15AM – 6:15PM, Regular Saturdays: 8:15AM – 1:15PM

Nice To Haves

  • Financial institution, Teller, Personal Banker experience is preferred

Responsibilities

  • Welcome members in the branch and assist with drive-up service
  • Guide members through self-service transactions by teaching them how to use the Interactive Teller Machine (ITM) and its features
  • Assisting with teller transactions, resolve member service issues, handle account maintenance, and complete operational tasks as assigned by the Branch Manager/Assistant Branch Manager
  • Open new consumer accounts efficiently and accurately
  • Identify opportunities to refer members to additional products and services (consumer loans, mortgages, and wealth advisory services)
  • Recommend process improvements that enhance the member experience and increase branch efficiency
  • Follow all policies and procedures, including compliance, audit, quality control, and balancing standards

Benefits

  • Medical (High Deductible, HMO and PPO)
  • Dental
  • Vision
  • Spending accounts
  • Short-term disability
  • Long-term disability
  • Life insurance
  • 401(k) savings plan
  • Pension plan
  • Annual bonus opportunity
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