El Cajon - Universal Banker

Mission Fed•El Cajon, CA

3d•$22 - $25•Onsite

About The Position

This role routinely opens new accounts (new shares for existing members). In this role, it is important to accurately process routine member account transactions including, but not limited to deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, etc. You will research and resolve member inquiries on issues related to their accounts. You may also conduct research on member accounts. This role requires team members to cross-sell (don’t worry, only services that would benefit our members) and properly track products and services referred or sold. On the daily, you would support branch operations with end-of-day balancing by scanning checks, providing dual control to balance the vault cash and card supplies, and totaling branch cash and checking to ensure all confidential information is secure.

Requirements

18 months of financial institution or similar industry experience in a retail branch environment.
Minimum of 6 months opening new accounts.
Ability to actively cross-sell products & services.
Strong listening, verbal communication, time management and organizational skills.
Able to maintain the confidentiality of member information.

Nice To Haves

Ability to process consumer loans.

Responsibilities

Open new accounts for existing members.
Accurately process routine member account transactions including deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, and cash advances.
Research and resolve member inquiries related to their accounts.
Conduct research on member accounts.
Cross-sell products and services that would benefit members.
Properly track products and services referred or sold.
Support branch operations with end-of-day balancing by scanning checks.
Provide dual control to balance vault cash and card supplies.
Total branch cash and checking to ensure all confidential information is secure.