Branch Services Representative
4 days ago
The Branch Services Representative serves as the primary point of contact between the member and the Credit Union, providing a wide range of services to meet the financial needs of our members. This role requires strong customer service and sales skills, as well as the ability to work effectively in a team environment.
Key Responsibilities- Member Service: Maintain professional and courteous interactions with all members, promptly attending to inquiries and requests.
- Account Services: Open new accounts for new and existing members, process and fund consumer loans, and perform various teller transactions.
- Financial Solutions: Evaluate members' needs and offer appropriate products and services to enhance member relationships and foster loyalty.
- Record Keeping: Maintain accurate transaction records and balances cash drawer daily, reporting any discrepancies to the Branch Services Supervisor in a timely manner.
- Support Functions: Provide support with opening and closing duties, take on Vault Teller functions, and efficiently work with high volumes of cash, such as ATM balancing.
- Product Knowledge: Display a comprehensive understanding of all product features and benefits, cross-selling credit union products and services to meet members' needs.
- Education: High School diploma or equivalent.
- Experience: A minimum of two (2) years related experience in a financial institution.
- Skills: Strong customer service and sales skills, ability to work effectively in a team environment, proficiency in use of basic business and cash handling machines, and proficiency with Microsoft Office software programs.
- Personal Qualities: Well-organized, motivated, flexible, and able to work Saturdays and overtime as needed, maintaining attendance and punctuality requirements.
San Francisco Federal Credit Union offers a competitive compensation package, including an excellent benefits program, generous PTO, 401(k) contributions, profit sharing, and tuition reimbursement. We are an Equal Employment Opportunity Employer and comply with all applicable laws and regulations.
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