Branch Universal Representative

Educators Credit Union•Waukesha, WI

2d•Onsite

About The Position

The Branch Universal Representative assists new and existing members, in person and on the telephone, with all their financial needs, including teller transactions, member service, and loans. Duties will include opening and closing various types of accounts, processing transactions, resolving account problems, as well as providing assistance and information regarding all products and services of the Credit Union. Essential Functions & Responsibilities: Performs all teller functions, including deposits, withdrawal and loan payments, money orders, cashier's checks, transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records. Balance cash drawer and daily transactions ensuring accuracy. Greet members, in person and on the telephone while providing them with routine information concerning services. Assists members with opening and closing accounts, completing payroll deductions, direct transfers and direct deposit authorizations, answers questions about products and services and resolves problems. Perform account and file maintenance, check orders, wire transfers and all other aspects of service to our members. Actively promote marketing campaigns. Identify opportunities to educate, advise, and identify product referral opportunities. Interview members, receive loan applications and process new loans. Educate and advise member to make informed decision about their accounts to ensure our members are meeting their financial and member account information is accurate and current. Answering the phone queue to assist members on the phone, as well as in person. Performs other job related duties as assigned

Requirements

Experience One year to three years of similar or related experience.
Education A high school education or GED.
Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation.
Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Working knowledge of established procedures, policies, processes, etc.
Understanding of credit union operations
Effectively communicates information to members, etc.
General equipment knowledge, e.g., computer, etc.

Responsibilities

Performs all teller functions, including deposits, withdrawal and loan payments, money orders, cashier's checks, transfers amounts from member accounts as directed.
Post transactions to member accounts and maintain member records.
Balance cash drawer and daily transactions ensuring accuracy.
Greet members, in person and on the telephone while providing them with routine information concerning services.
Assists members with opening and closing accounts, completing payroll deductions, direct transfers and direct deposit authorizations, answers questions about products and services and resolves problems.
Perform account and file maintenance, check orders, wire transfers and all other aspects of service to our members.
Actively promote marketing campaigns.
Identify opportunities to educate, advise, and identify product referral opportunities.
Interview members, receive loan applications and process new loans.
Educate and advise member to make informed decision about their accounts to ensure our members are meeting their financial and member account information is accurate and current.
Answering the phone queue to assist members on the phone, as well as in person.
Performs other job related duties as assigned