Associate Banker

2 weeks ago

Miami, United States We Florida Financial Full time
Job DescriptionJob Description

Purpose: The primary function of this job is to provide outstanding service to members by promoting and selling Credit Union … (Banking) services and products services to new and existing members and by fully using job-relevant technical skills, maintaining/updating technical skills, and seeking to enhance service skills. This position is a three-level job progression track, which requires the employee to be proficient in one or more of the following areas: 1) provide teller services to members, 2) perform back-office teller/administrative duties, and 3) provide service delivery coordination to members. Requires the employee to be proficient in a minimum of one function within the first year of employment. Position advancement will occur when an additional skill is achieved. All front-office positions are high visibility/high volume and require the ability to make decisions within established guidelines, the willingness to work within a sales environment, and the ability to be a team player in an organization that values the spirit of teamwork.

Required Core Position Functions

  • Responsible for meeting established sales goals for WFF products and services
  • Responsible for producing sales referrals for new accounts and loans as assigned
  • Utilize empowerment matrix
  • Follow WFF’s service guidelines
  • Possess thorough knowledge of all products and services
  • Explain Credit Union products/services to members
  • Refer members to appropriate departments as required
  • Process member account inquiries and respond to member problems
  • Assist in end-of-day processing
  • Adhere to work environment maintenance standards
  • Assist in maintaining membership records confidentially
  • Notarize documents for members and staff
  • Monitor lobby to identify potential security risk
  • Perform specific and delegated duties as assigned by management


Essential Functions (employee must be proficient in one or more of the following three areas):

Associate Banker Function
  • Provide excellent member services at all times
  • Process and post monetary and related transactions
  • Process checks and apply appropriate holds
  • Perform internal teller-related duties including identifying cross-selling opportunities and referring members to other teammates.
  • Follow established cash drawer and cash handling procedures
  • Reconcile/balance cash and transactions within guidelines
  • Follow established security procedure
  • Process night drop and mail deposits
  • Ensure confidentiality of member account information
  • Deter fraud whenever possible
  • Responsible for resolving member inquiries and account disputes
  • Activate new accounts
  • Close existing accounts as needed
  • Knowledge of Cash Dispensing Machine operations and balancing (if applicable)
  • Responsible for compliance with Bank Secrecy Act and Credit Union procedures related to completion and filing of Currency Transaction Reports


Back-Office Associate Banker/Administrative Function
  • Balance branch
  • Maintain vault using established procedures
  • Process cash shipments (incoming, outgoing, and ordering)
  • Receive and sell cash/coin
  • Prepare coin/mutilated money shipments
  • Balance and audit Cash Dispensing Machine (if applicable)
  • Maintain reserve supplies and balance money order inventories, official/cashier’s checks, and other stock as may be assigned
  • Process large ATM deposits
  • Balance ATM
  • Process night depository deposits, if applicable
  • Assist with Branch audits
  • Coach other Associate Bankers
  • Train new Associate Banker and provide continual mentoring for Associate Banker trained
  • Open additional savings-products using established procedures
  • Cross-sell products/services when appropriate and close sales
  • Provide error resolution and effectively solve complex account service issues
Service Delivery Coordination
  • Greet members in branch locations and determine the nature of member’s business
  • Ensure members receive service in a timely manner
  • Demonstrate the use of service delivery systems and direct members to the appropriate delivery channels
  • Display a thorough knowledge of all Credit Union products/services and explain products/services to members
  • Demonstrate knowledge of Phone Service and Support Services job functions
  • Demonstrate knowledge of safe deposit box procedures
  • Process member account inquiries and assist members with problem resolutions
  • Cross-sell additional products/services when appropriate and close sales
  • Responsible for producing sales referrals for new accounts and loans as assigned
  • Exhibit advanced profiling techniques
  • Explain Credit Union products/services to members
  • Follow established security procedures
  • Discuss loan products and processes
  • Explain and offer all deposit related products to members
  • Provide basic IRA transactions
  • Responsible for following up with members utilizing the 2.2.2. Onboarding and pipeline management process.


Job Qualifications

Knowledge of:

  • Cash handling procedures
  • Products/services
  • Policies/procedures and service philosophy
  • Safety/security programs (i.e., false alarms, robberies, bomb threats and extortion)
  • In-house computer system
  • Regulatory understanding

Skills:

  • Vision: Ability to complete necessary paperwork
  • Speech/Hearing: Ability to communicate verbally with staff, members, and vendors
  • Manual Dexterity: Ability to perform necessary computer-related input

Physical Mobility: Requires significant finger manipulation, hand-arm manipulation, hand/arm steadiness, eye/hand/foot coordination, limb movement without visual control, hand/ear coordination may require standing for long periods of time

Ability to:

  • Understand/Follow moderately complex written and oral instructions
  • Express oneself clearly/concisely, both orally/in writing
  • Prioritize multiple member requests (handle daily routine with moderate freedom to interpret and act upon various situations)
  • Present a professional/personable personality to reinforce WFF's professional image
  • Interact with multiple departments daily
  • Work within precise standardized guidelines with some latitude to take initiative
  • Possess versatility/flexibility to successfully serve as a back up to other positions as required
  • Possess creativity/resourcefulness to complete assigned duties without constant supervision
  • Possess mental concentration to resolve basic problems, which are relatively redundant
  • Keep personal work updated and accurate
  • Accept limited responsibility for funds/records

Accept responsibility for access to confidential data and member account information

Education/Experience

  • High school level of language, math, and reasoning skills
  • Two years’ experience in a related field with equal responsibilities
  • Formal training should be supplemented with continuing internal and external education and self-development programs


Language

  • Ability to speak French/Creole is a plus

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