Universal Representative - Wekiva

Insight Credit Union•Apopka, FL

22d•Onsite

About The Position

Insight Credit Union is looking for a passionate trusted financial advisor who has the desire to provide an excellent service experience to our members. A Universal Representative must be engaging, energetic, and personable to complete processes quickly while building a trusted financial advisor relationship with members. Is passionate about servicing members and consistently delivers a high volume of sales production. Assists with teller transactions and account services. Time spent in various aspects of this role will vary depending upon branch traffic and needs.

Requirements

One year to three years of similar or related experience.
A high school education or GED.
Able to operate a 10-key calculator and computer keyboard.
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.
Must be able to pass a credit and background check.

Nice To Haves

Passionate about servicing members
Consistently delivers high volume of sales production
Engaging, energetic, and personable

Responsibilities

Consistently produces a high volume of sales production while servicing both on the teller line and platform.
Seeks to find opportunities to improve financial lives by offering products that will benefit the member.
Consistently meets or exceeds credit union monthly, quarterly, and annual sales referral goals.
Will be expected to refer deposit accounts, consumer loans, and general services.
Will also be expected to refer mortgage and commercial loans to appropriate credit union departments.
Identify future opportunities to serve the member's financial needs and follows up at the appropriate time to deepen member relationship.
Receives and processes/posts member/nonmembers financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed.
Balances cash drawer and daily transactions to include start of day and end of day reports.
Assures that appropriate records are maintained.
Researches and resolves any outages before reporting overage or shortages to management.
Delivers exceptional member service by ensuring timely response to member and visitor requests.
Initiates a warm and welcoming environment from the moment they enter the branch.
Assess requests using consultative and needs-based discussions to determine the best servicing channel, i.e. teller line, branch lobby or video office.
Guides the member seamlessly, through any process, sales, service, and any channel, phone, branch, OLB, mobile.
Assists with initiating and completing a variety of services, including but not limited to account maintenance, debit card and check orders, wire transfers, ACH requests and fraud inquires.
Will assist with handling vehicle title documents.
May open new memberships and accounts depending upon branch traffic needs.
Educate members about self-banking options including Online Banking, Mobile Banking, e- Statements, ATMs, and Remote Deposit Capture, as appropriate, and encourages member adoption.
Approaches these activities with a consultative needs-based approach to identify and fulfill the best current solutions for the member.
Provides timely information and quickly resolves and fulfills the requests.
Handle outbound call lists weekly to increase member awareness of product offerings that best fit their financial needs.
Assists in the call center queue, to include sms & chat, on a rotation basis when assigned.
Assists management by ensuring that appropriate records are maintained and required reports are prepared, including but not limited to Check Hold Audits, Teller Cash Drawer Audits and Retention Records.
Assists in maintaining cash over & short log and reports out of balance conditions according to procedure under the supervision of management.
Resolves problems that are within their authority to resolve and refers problems that are beyond their authority to their supervisor, along with their recommendations.
Opens and closes safe deposit boxes for members where applicable.
Escorts members to their safe deposit box for entry.
Adheres to all safe deposit box procedures.
Responsible for maintaining cash machine where applicable.
Responsible for branch opening and closing processes.
Performs other job related duties as assigned.