Branch Service Representative

4 weeks ago

Santa Monica, California, United States Southland Credit Union Full time
Job Summary

This entry-level position performs assigned tasks associated with the processing of member transactions such as receiving and disbursing funds, posting deposits, loan payments, and processing mail transactions as required. Reporting to the Assistant Branch Manager, the BSR position is accountable for meeting or exceeding pre-established Sales & Service Goals.

Key Responsibilities
  • Provide Exceptional Member Service: Assist members with opening share and certificate accounts, answer questions about products and services, and resolve problems that are within their authority to resolve.
  • Assist with Financial Transactions: Assist members with deposits, withdrawals, transfers, loan payments, stop payments, account maintenance, member resolution, check cashing, etc.
  • Assess Member Needs: Assess member needs through probing questions and provide solutions to those needs with SCU products and services.
  • Meet Sales and Service Goals: Meet or exceed credit union sales and service goals through the BSR scorecard program.
  • Knowledge of Regulations: Good working knowledge of Funds availability Act (Regulations CC) and Currency Transaction Reporting (CTR).
  • Maintain Production Standards: Maintain Production standards so that tasks are completed with minimal overtime.
  • Ensure Balancing Standards: Ensure Balancing Standards and Controllable Loss Guidelines are adhered to at all times.
  • Liaison between Members and Departments: Acts as a liaison between Members and various organization and departments.
  • Maintain a Clean Workstation: Maintain a clean and neat workstation with a working supply of promotional materials and forms.
Requirements
  • Experience: One year or more of cash handling experience.
  • Education: A high school education or GED.
  • Interpersonal Skills: Excellent written and oral communication skills are required. Courtesy, tact, and diplomacy are essential elements of the job.
  • Other Skills: PC proficient, ability to operate a computer, computer keyboard, and a 10-key calculator.

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