Branch Representative

4 weeks ago


Tacoma, Washington, United States Seattle Credit Union Full time
About the Role

Seattle Credit Union is seeking a highly motivated and customer-focused Branch Representative to join our team. As a Branch Representative, you will be responsible for delivering exceptional customer service and growing membership with a commitment to serving communities with low-income.

Key Responsibilities
  • Process most member transactions.
  • Support, promote, and cross-sell Credit Union products and services.
  • Open new accounts and establish member relationships, as the first point of contact.
  • Serve as member consultant and provide information and applicable forms concerning products and services.
  • Interview members to analyze and determine members' needs.
  • Balance at end of each business day.
  • Maintain required records.
  • Answer incoming phone lines and, if necessary, direct calls to the appropriate personnel.
  • Maintain product sales in accordance with branch goals.
  • Convert qualified referrals to new business in accordance with supervisor goals.
  • Maintain a Quality Loop satisfaction rating in accordance with credit union goals by providing high-quality service based on our service standards.
  • Demonstrate effective sales and services interactions using the Member Interaction Model.
  • Maintain knowledge of SCU's Bank Secrecy Act policy, procedures, and practices to meet compliance requirements.
Mission/Core Values
  • Lead others as a reflection of organizational values to drive behavior and results.
  • Build community relationships to reinforce organizational goals and mission.
  • Demonstrate a growth mindset and expect the same from teammates.
  • Committed to exceptional care and service, specifically with underserved communities.
  • Demonstrate a propensity toward curiosity, and inclusion; engage others with dissimilar backgrounds.
  • Engage with members and teammates with care, appreciation, and respect.
Requirements
  • Education or job knowledge equivalent to high school education.
  • Comprehensive knowledge of state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg Z, and the Bank Secrecy Act.
  • Comprehensive knowledge of credit union history and its philosophy preferred.
Preferred Qualifications
  • Minimum of 6 months of financial institution experience (Banks / Credit Unions).
  • Minimum six months of retail/customer service.
  • Minimum six months of previous experience working with sales goals, referral goals, appointment or member attainment goals or up-selling products.
  • Accurate 10-key skills.
  • Accurate keyboarding/typing skills.
  • Good communication skills.
  • Strong people and customer service skills.
Working Conditions
  • This is an onsite role with work performed in an office and/or branch environment in the Greater Seattle area of Washington State.
  • Team members may attend special off-hour meetings and seminars.
  • Employees are assigned to one location, however, may occasionally fill in at other locations.
  • Saturday hours may be required.
  • The nature of work may include prolonged periods sitting at a desk and working on a computer and may also include standing for prolonged periods.
  • This role may have direct exposure to robbery.
Benefits

Seattle Credit Union supports and invests in our employees. We offer many great benefits including zero contribution medical, dental, and vision plans for our employees. Additionally, SCU offers a generous paid time off program as well as a 401k plan with a dollar-for-dollar employer match up to 5%.



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