Universal Branch Representative II

6 days ago

Fredericksburg, Virginia, United States Virginia Credit Union Full time
Job Description:

New branch opening in Fredericksburg offers a $2,500 commitment bonus. The Universal Branch Representative performs the duties of both a Teller and MSR, delivering an exceptional member experience while supporting branch sales and service strategies.

Key Responsibilities:

Teller Responsibilities:
• Establishes member relationships through quality service and cross-selling VACU products/services to meet member needs
• Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority
• Performs paying and receiving functions with accurate balancing and reporting, including deposits, check cashing, loan payments, miscellaneous sales, cash advances, etc.
• Disburses cash accurately and maintains a cash drawer, balancing it daily
• Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies. Maintains adequate cash and/or cash limits as required by VACU policy

Member Service Responsibilities:
• Responsible for opening/maintenance of various deposit accounts
• Ability to interview members with lending needs, submit appropriate loan applications and related documents, and coordinate loan closings
• Assesses each member's financial needs to identify, cross-sell opportunities and expand relationships
• Make appropriate referrals to deepen member relationships
• Demonstrates the ability to make appropriate decisions in the best interest of VACU and the membership
• Engage members and prospective members in a professional and courteous manner in person and over the phone
• Demonstrates flexibility around the daily needs of the members and the branch
• Possesses leadership skills to properly self-manage and guide co-workers consistently
• Possesses lobby leadership skills in order to maximize exceptional member experience
• Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform and teller line, including Security and Information Security
• Answers member inquiries and cross-sells products and services of the credit union when appropriate.
• Responsible for handling member transactions quickly and efficiently in a courteous manner within established policies and procedures and to identify and assist in member needs in a proficient and professional manner
• Meets member needs by maintaining appropriate knowledge of all VACU products and services
• Answers the phone and responds to member phone inquiries professionally and accurately
• Building and retaining member relationships by performing follow-up and courtesy calls to members.
• Meets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
• Provides quality service by following all member service expectations
• Handles troubleshooting and special assignments in support of supervisor.
• Responsible for ensuring that business goals and individual member service and sales goals are consistently met.
• Required notary certification. Must stay informed of all notary rules and regulations.
• Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies.
• Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security.
• Report all Risk Management Policy violations in accordance with policy.
• Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures. Stay up to date on all required loan documents, systems, credit reports and related lending documents.
• Other duties may be required and assigned by the supervisor

Requirements:

Knowledge:
Thorough understanding of products and services offered by financial institutions preferred

Skills:
Satisfactory computer skills required.

Abilities:
Positive and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills. Sound judgment. Ability to handle difficult situations. Ability to handle multiple tasks. Professional appearance and manner.

Minimum Education and Experience:
Minimum of high school diploma or equivalent.
Some college education or business courses preferred.
Customer/member service experience, preferably at a financial institution
Cash handling/business experience at a financial institution
Knowledge of TCD transaction and settlement procedures

Must be able to be actively registered with the Nationwide Mortgage Licensing System and Registry (NMLS)

Physical Requirements:
This job requires the ability to sit and stand for long periods of time.
This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.

  • Universal Branch Representative II

    2 weeks ago

    Fredericksburg, Virginia, United States Virginia Credit Union Full time

    Job Description:New branch opening in Fredericksburg $2,500 Commitment BonusPRIMARY FUNCTION:The Universal Branch Representative performs the duties of both a Teller and MSR. This role is vital in the delivery of an exceptional member experience while supporting branch sales and service strategies.JOB DUTIES AND RESPONSIBILITIES:Teller...

  • Inside Sales Representative

    2 weeks ago

    Fredericksburg, Virginia, United States United Rentals Full time

    Unlock Your Potential as an Inside Sales RepresentativeAre you a driven and customer-focused individual looking to take your career to the next level? Do you have a passion for sales and a knack for building strong relationships? If so, we have an exciting opportunity for you to join our team as an Inside Sales Representative at United Rentals.As an Inside...

  • Customer Service Representative

    1 month ago

    Fredericksburg, Virginia, United States Universal Dynamics Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Customer Care Specialist to join our team at Universal Dynamics Inc. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesHandle a high volume of customer calls and inquiries in a timely and...

  • Customer Service Branch Associate

    6 days ago

    Fredericksburg, Virginia, United States The Sherwin-Williams Company Full time

    Job SummaryThe Sherwin-Williams Company is seeking a highly motivated and detail-oriented Warehouse and Customer Service Representative to join our team. As a key member of our branch team, you will be responsible for receiving and preparing orders, safely moving, loading, and delivering products, while providing exceptional customer service.Key...

  • Installation Team Lead

    2 weeks ago

    Fredericksburg, Virginia, United States Universal Dynamics Inc Full time

    Job OverviewWe are seeking a highly skilled and experienced Installation Crew Chief to join our team at Universal Dynamics Inc.Key Responsibilities:Coordinate and manage the work of a traveling installation team, ensuring timely completion of projects and excellent customer satisfaction.Collaborate with ISG Project Managers to coordinate installation work...

  • Applications Specialist

    4 weeks ago

    Fredericksburg, Virginia, United States Universal Dynamics Inc Full time

    Job OverviewUniversal Dynamics Inc is seeking a highly skilled Applications Engineer to join our team. As an Applications Engineer, you will play a critical role in designing, quoting, and providing technical support for Integrated Material Handling Systems.Key Responsibilities:Develop and maintain quote loads with respect to issuance date and backlog...

  • Parking Services Representative

    2 weeks ago

    Fredericksburg, Virginia, United States Commonwealth of Virginia Full time

    Parking Services RepresentativeAssist the campus community and visitors with parking-related inquiries and concerns. Enforce University parking regulations, issuing citations as needed. Collaborate with the Parking Services Coordinator to monitor and record lot usages and inventories. Ensure compliance with University and state parking policies. Develop and...

  • Member Service Representative

    1 month ago

    Fredericksburg, Virginia, United States Navy Federal Credit Union Full time

    Job SummaryNavy Federal Credit Union is seeking a highly skilled Member Service Representative to provide exceptional service to our members. As a key member of our team, you will be responsible for delivering a wide range of financial products and services, including depository accounts, lending products, and credit/debit cards.Key ResponsibilitiesAnalyze...

  • Financial Services Representative

    2 weeks ago

    Fredericksburg, Virginia, United States Topside Federal Credit Union Full time

    Job SummaryTopside Federal Credit Union is seeking a highly skilled and detail-oriented Financial Services Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service and ensuring the accuracy and efficiency of financial transactions.Key Responsibilities:Process financial transactions,...

  • Senior Integrated Systems Specialist

    2 weeks ago

    Fredericksburg, Virginia, United States Universal Dynamics Inc Full time

    Job Title: Senior Integrated Systems SpecialistJob Summary:The Senior Integrated Systems Specialist is responsible for designing, quoting, and providing technical support to sales of Integrated Material Handling Systems. This role requires proficiency in the Systems Quotation Process, order reception, contract review, and preparation stages to order...

  • Customer Service Representative

    2 weeks ago

    Fredericksburg, Virginia, United States Navy Federal Credit Union Full time

    To provide exceptional customer service and support to Navy Federal Credit Union members, assisting with a wide range of financial products and services, including deposit accounts, lending products, and credit/debit cards. Perform moderately complex platform banking functions under supervision, providing assistance and training to lower-level team...

  • Parking Services Representative

    7 days ago

    Fredericksburg, Virginia, United States Commonwealth of Virginia Full time

    Parking Services RepresentativeJob Summary:Aid and direct the campus community and visitors regarding parking services. Enforce University parking regulations, issuing citations as needed. Place signage, including reserved and temporary parking signs. Accurately register vehicles and issue parking permits as needed. Perform general office and other duties as...

  • Client Service Representative

    2 weeks ago

    Fredericksburg, Virginia, United States Revolution Technologies Full time

    Temporary to Permanent OpportunityWe are seeking a highly professional Client Service Associate to join our team on a temporary to permanent basis. As a key member of our branch team, you will provide exceptional customer service and support to our clients and internal stakeholders.Key Responsibilities:Provide quality service to clients and internal...

  • Customer Service Representative

    7 days ago

    Fredericksburg, Virginia, United States Universal Dynamics Inc Full time

    Job SummaryThis role serves as the lead telephone professional, directing customer calls throughout the CCC and ISG departments. The position oversees and participates in the full cycle component-part order processing from inquiry to successful shipment of complex, component-parts order quoting.Key Responsibilities:Handles a high volume of calls for parts...

  • Customer Service Representative

    2 weeks ago

    Fredericksburg, Virginia, United States Matern Staffing Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Contact Center Specialist to join our team at Matern Staffing.About the Role:Provide exceptional customer service to members and potential members through phone, email, and in-person interactions.Determine requirements, answer inquiries, resolve problems, and fulfill requests in a timely and...

  • Diesel Technician/Mechanic II-2nd Shift

    2 weeks ago

    Fredericksburg, Virginia, United States Penske Truck Leasing Full time

    About the JobAs a Technician II at Penske, you will play a crucial role in maintaining and repairing our fleet of vehicles. Your expertise will be recognized, and you will have the opportunity to work on a variety of equipment, not just one manufacturer. We prioritize safety and reliability, ensuring you have the time and resources needed to do the job...

  • Senior Integrated Systems Specialist

    6 days ago

    Fredericksburg, Virginia, United States Universal Dynamics Inc Full time

    Job DescriptionThe Senior Integrated Systems Specialist is responsible for designing, quoting, and providing technical support to sales of Integrated Material Handling Systems. This role requires proficiency in the Systems Quotation Process, order reception, contract review, and preparation stages to order management by the ISG Project Management.Key...

  • Summer Sales Internship Opportunity

    2 weeks ago

    Fredericksburg, Virginia, United States The Sherwin-Williams Company Full time

    Summer Sales Internship at The Sherwin-Williams CompanyWe are seeking motivated individuals with an interest in sales, customer service, and leadership to join our Summer Sales Internship program. This 10-week paid internship offers hands-on experience working in an Automotive Branch.Key Responsibilities:Develop positive relationships with colleagues and...

  • Business Development Specialist

    4 weeks ago

    Fredericksburg, Virginia, United States Carter Bank & Trust Full time

    Business Banker II Job DescriptionCarter Bank & Trust is seeking a highly skilled Business Banker II to join our team. As a Business Banker II, you will be responsible for developing and maintaining an active prospect list, customer outreach plan, and quality referral sources for companies with annual revenues between $1-$10MM.You will be the primary contact...

  • Wireless Sales Representative

    2 weeks ago

    Fredericksburg, Virginia, United States BeMobile Full time

    About the RoleWe are seeking a highly motivated and results-driven Sales Associate to join our team at BeMobile, a Verizon Wireless authorized retailer. As a Sales Associate, you will be responsible for providing exceptional customer service, generating leads, and growing your customer base.Key ResponsibilitiesListen carefully to customers' needs and provide...