Branch Sales Representative- Washington Township
1 week ago
Principal Mission Branch Representatives are responsible for providing superior member service in the branch and ensuring that new and existing member relationships are developed by using product knowledge in conjunction with our Total Member Connect sales process while maintaining a high level of integrity and operational efficiency in support of the Credit Union’s growth goals. All PFFCU staff members are responsible to promote the corporate values of member service, teamwork, commitment, performance and professional competency.
Key Responsibilities
Member Service Responsibilities
- Consistently deliver a high level of member service through the execution of the TMC Sales and Service process.
- Branch Representative will be friendly, professional, and possess problem solving skills while treating every member with respect.
- Ability to provide the member an exceptional level of service and resolve member concerns.
- Commitment to deliver meaningful recommendations of products and services to our Members by uncovering member needs through the 5 Step TMC process.
- Cross sell Credit Union products to existing members by utilizing product knowledge and cross-sell skills to uncover opportunities.
- Utilize product knowledge and cross-sell skills to establish new relationships with potential members who visit the Credit Union.
- Work produced should be thorough and completed with minimal errors.
- Branch Representatives must adhere to all PFFCU policies and procedures in effect and within the parameters prescribed in the Retail Branch Representative Performance Standards.
- Representatives must maintain a successful to superior volume level as defined in the Retail Branch Representative Performance Standards.
- Develop and maintain a good working knowledge of all PFFCU products and services.
- Develop and maintain good working knowledge of all policies and procedures associated with both sides of the branch office.
- Develop and maintain the ability to perform the requirements associated with each side of the branch office - i.e. completing membership applications, loan applications, resolving account issues while working on the sales side of the office while also being able to perform all cash-related responsibilities associated with the service side of the office.
Teamwork and Dependability
- Willingness to adjust schedule at times to help keep the branch properly staffed.
- Willingness to learn both sides of the office within the first year of employment.
- Manages time off appropriately, not calling out unnecessarily and arrives to work on time with ability to be ready and prepared to begin work at the scheduled time.
- Works to make a good first impression on members that reflects well on PFFCU.
- Maintains a neat and organized workspace.
#PFFCUBSR
This job description does not constitute a contract between the employee and the Credit Union. Employees are “At Will” employees they may terminate their positions and are subject to termination, at any time, for any reason. Management retains the right to restructure positions, change job descriptions, and eliminate positions without prior notice.
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