Floating Senior Member Solutions Representative

Cpcu/Sfcu • East Lyme, CT

12h

About The Position

SUMMARY The Floating Senior Member Solutions Representative is a sales and service role that works toward building upon new and existing member relationships in a proactive, fast paced, retail sales environment while being held responsible for managing the teller line, branch cash, branch balancing, and the management of ATMs in the absence of Branch Management. This position processes member teller transactions in addition to new accounts and loan applications. Demonstrates a strong working knowledge of Credit Union products and services. Responsible for meeting or surpassing an individual sales goal and the branches goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for Supervision of branch personnel in absence of the Branch Manager. Responsible for daily teller, vault, and ATM balancing. Experienced retail salesperson that is self-motivated and takes initiative to seek out new sales opportunities. Meets individual production goals and contributes to the overall team goals. Provides additional sales coaching to staff when necessary. Works within the confines of the branch to promote the Credit Union. Assists Branch Manager in the development of business outside of the branch office. Demonstrates a positive attitude and outgoing and friendly personality with members and staff. Demonstrates a strong working knowledge of Credit Union products and services as well as policies and procedures. Proficient in processing teller transactions and member service functions such as new accounts. Loan interviewer - familiar with consumer loans and the basics of real estate lending. Will be expected to disburse loans when needed. Exercises discretion and independent judgment in problem solving member service as well as personnel issues. Expected to promote the Credit Union at after work functions such as business after hours and other community events. Tracks cross sales on a weekly / monthly basis for team. Trains staff on computer transactions, cross selling and other functions as deemed by the Branch Manager. Performs all computer functions, such as processing deposits, withdrawals, payments, transfers, maintaining cash drawer, VISA cash advances, and member maintenance with manager’s approval. Maintains vault cash and disbursement to staff as needed. Orders cash to ensure proper supply for daily operation. Replenishes cash and supplies on ATMs and coin counting machines as well as supervises preventative maintenance on these and other equipment. Audits money orders monthly to ensure proper accounting of these products. Makes daily remittances according to the established procedures. Performs other audits as requested. Responsible for knowledge of the security system, opening and closing of the office as necessary. Supports various branches along the shoreline as scheduling needs dictate. Other duties as assigned. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

• High school diploma or equivalent.
• Two years financial institution or retail sales experience and/or training preferred.
• Previous cash handling experience required.
• Prior Supervisory experienced preferred.
• Intermediate knowledge of various technical platforms including Microsoft office (excel, word etc.) with a basic knowledge of Microsoft windows.
• Ability to work well on teams and independently while keeping internal and external service top of mind.
• Ability to interpret a variety of instructions furnished in written, oral or schedule form.
• Excellent communication skills.
• Possess a strong sales and service mentality, desire to succeed, and good organizational/interpersonal skills with a strong member focus.

Responsibilities

• Responsible for Supervision of branch personnel in absence of the Branch Manager.
• Responsible for daily teller, vault, and ATM balancing.
• Experienced retail salesperson that is self-motivated and takes initiative to seek out new sales opportunities.
• Meets individual production goals and contributes to the overall team goals.
• Provides additional sales coaching to staff when necessary.
• Works within the confines of the branch to promote the Credit Union.
• Assists Branch Manager in the development of business outside of the branch office.
• Demonstrates a positive attitude and outgoing and friendly personality with members and staff.
• Demonstrates a strong working knowledge of Credit Union products and services as well as policies and procedures.
• Proficient in processing teller transactions and member service functions such as new accounts.
• Loan interviewer - familiar with consumer loans and the basics of real estate lending.
• Will be expected to disburse loans when needed.
• Exercises discretion and independent judgment in problem solving member service as well as personnel issues.
• Expected to promote the Credit Union at after work functions such as business after hours and other community events.
• Tracks cross sales on a weekly / monthly basis for team.
• Trains staff on computer transactions, cross selling and other functions as deemed by the Branch Manager.
• Performs all computer functions, such as processing deposits, withdrawals, payments, transfers, maintaining cash drawer, VISA cash advances, and member maintenance with manager’s approval.
• Maintains vault cash and disbursement to staff as needed.
• Orders cash to ensure proper supply for daily operation.
• Replenishes cash and supplies on ATMs and coin counting machines as well as supervises preventative maintenance on these and other equipment.
• Audits money orders monthly to ensure proper accounting of these products.
• Makes daily remittances according to the established procedures.
• Performs other audits as requested.
• Responsible for knowledge of the security system, opening and closing of the office as necessary.
• Supports various branches along the shoreline as scheduling needs dictate.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees