Current jobs related to Universal Representative - Leesburg - Insight Credit Union

  • Customer Service Representative

    3 months ago

    Leesburg, United States Commonwealth of Virginia Full time

    Job Description As an integral member of the overall client and patient care team at the Marion duPont Scott Equine Medical Center (EMC) this position coordinates the most positive client experience possible. Through a series of outstanding client interactions, the customer service representative (CSR) provides an experience that exceeds our client’s...

  • Customer Service Representative

    3 months ago

    Leesburg, United States Virginia Polytechnic Institute and State University Full time

    Customer Service Representative Job no: 529469 Work type: Staff Senior management: College of Veterinary Medicine Department: Equine Medical Ancillary Location: Leesburg, Virginia Categories: Communications / Public Relations / Marketing, Administrative / Clerical, Veterinary Medicine Job Description As an integral member of the overall client and patient...

  • Customer Service Representative

    2 months ago

    Leesburg, United States U-Haul Full time

    Location: 29100 US Hwy 27, Leesburg, Florida 34748 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company's exceptional...

  • Active Playful Learning Coach

    3 months ago

    Leesburg, United States Commonwealth of Virginia Full time

    The Center for the Advanced Study of Teaching and Learning (CASTL) in the School of Education and Human Development at the University of Virginia seeks applicants for a coach for elementary teachers. The incumbent will become part of a vibrant team of faculty, students, and staff conducting research on active playful learning in Virginia elementary schools....

  • Service Writer

    1 month ago

    Leesburg, Virginia, United States Transdev Full time

    About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.Part of a global company, Transdev...

  • Emergency Vehicle Technician/ Vehicle Upfitter

    1 month ago

    Leesburg, Virginia, United States Transdev Full time

    About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their fleets, and deliver on mobility solutions. In the U.S., Transdev employs a team of 32,000 across 400 locations and maintains more than 17,000 vehicles. Part of a global company, Transdev is a...

  • Service Technician

    1 week ago

    Leesburg, United States Gallery Residential Full time

    Job DescriptionJob DescriptionJob Title: Service TechnicianDepartment: MaintenanceReports To: Community Director and Service DirectorFLSA Status: Non-ExemptPosition Summary: Performs technical and mechanical work that ensures the inside and external buildings, grounds, amenities, and common areas of the property meet the Company’s standards for...

  • Executive Chef

    7 days ago

    Leesburg, United States Retirement Unlimited Full time

    ** Executive Chef** ** Ashleigh at Lansdowne Independent, Assisted Living and Memory Care Community** ** Lansdowne, VA** **Summary:** Responsible for all food production including that used for restaurants. Develop menus, food purchase specifications and recipes. Supervise staff. Develop and monitor food and labor budget for the department. Maintain highest...

  • Service Director- BTR

    1 week ago

    Leesburg, United States Gallery Residential Full time

    Job DescriptionJob DescriptionJob Title: Service DirectorDepartment: Property ManagementReports To: Community DirectorFLSA Status: Non-ExemptPosition Summary: The Service Director oversees and performs technical and mechanical work that ensures the inside and external buildings, grounds, amenities, and common areas of the property meet the Company’s...

  • WEEKEND RN/LPN Unit Manager \

    1 month ago

    Leesburg, United States Avante at Leesburg, Inc. Full time

    As an Avante Centers Licensed Practical Nurse (LPN) Unit Coordinator, the position is entrusted with the responsibility of caring for our residents, families, co-workers, visitor and all others, as well as doing so with the utmost integrity representing Avante as an organization. The primary purpose of the position is for managing the staffing needs and...

Universal Representative

2 months ago

Leesburg, United States Insight Credit Union Full time
Job DescriptionJob Description

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 passionate about servicing members and delivering high volume of sales production. This position assists with teller transactions and account services as requested. Time spent in various aspects of this role will vary depending upon branch traffic and needs.

This position is located in our Leesburg Branch at:

300 Webster St.Leesburg, FL 34748
Compensation & Benefits:The position will provide a competitive hourly rate starting at $18.00 per hour. All of current open positions are Full Time which includes a comprehensive benefits package offering:
  • Medical, Dental, Vision
  • Free and Voluntary Life and Disability Insurance
  • Pet Insurance
  • 401k with match up and 100% vested
  • Paid Time Off
  • Birthdays Off
  • Tuition Reimbursement

Schedule & Training:Shift includes 32- 40 hours per week between Monday - Friday (8am - 6pm), Saturday (9am - 12pm). Hours will be based on the needs of the department. The position provides a training program at one of our training locations.
Responsibilities & Qualifications:
  • 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. Creates a seamless transition for members when escorting into video offices. 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 in 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.
  • 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.

Experience: One year to three years of similar or related experience.

Education: A high school education or GED.

Interpersonal Skills: 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.

Other Skills: Able to operate a 10-key calculator and computer keyboard.

Physical Requirements: While performing the duties of this job, the employee is regularly required to talk or hear, sit or stand and walk or maneuver around the branch.

Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment.

Insight Credit Union is an EO Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity


Must be able to pass a credit and background check. Any job offer is contingent on credit and background results.



Job Posted by ApplicantPro