Branch Universal Representative - Burlington

Educators Credit Union•Burlington, WI

13h

About The Position

The Branch Universal Representative assists new and existing members in person and by telephone with their financial needs, including teller transactions, member service, and loans. The role includes opening and closing accounts, processing transactions, resolving account problems, and providing information and assistance about Credit Union products and services. The representative performs teller functions, maintains accurate member records, balances the cash drawer and daily transactions, supports account and file maintenance, and helps members with account services and transactions. The position also involves interviewing members, receiving and processing loan applications, educating members about their financial options, supporting marketing campaigns, and identifying opportunities for product referrals. The role serves members at the branch and through the phone queue. Other job-related duties may be assigned.

Requirements

One to three years of similar or related experience.
High school education or GED.
Ability to resolve first-level conflicts, build relationships, and solicit cooperation through frequent personal contact.
Ability to handle confidential discussions with discretion, diplomacy, and tact.
Working knowledge of established procedures, policies, and processes, and an understanding of credit union operations.
Effective communication with members.
General equipment knowledge, such as computer use.

Responsibilities

Perform teller functions, including deposits, withdrawals, loan payments, money orders, cashier’s checks, and transfers as directed.
Post transactions to member accounts, maintain member records, and balance the cash drawer and daily transactions for accuracy.
Greet members in person and by telephone and provide routine information about services.
Assist members with opening and closing accounts, payroll deductions, direct transfers, and direct deposit authorizations.
Answer questions about products and services and resolve member problems.
Perform account and file maintenance, check orders, wire transfers, and other member service tasks.
Actively promote marketing campaigns and identify opportunities to educate and advise members and refer products.
Interview members, receive loan applications, and process new loans.
Educate and advise members so they can make informed decisions about their accounts; help ensure financial and account information is accurate and current.
Answer the phone queue and assist members by telephone and in person.
Perform other job-related duties as assigned.