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Branch Service Representative I

2 months ago

Carson, 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
  • Member Service and Support: 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.
  • Financial Transactions: Assist members with financial transactions such as deposits, withdrawals, transfers, loan payments, stop payments, account maintenance, member resolution, check cashing, etc.
  • Needs Assessment and Solutions: 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.
  • Regulatory Compliance: Good working knowledge of Funds availability Act (Regulations CC) and Currency Transaction Reporting (CTR).
  • Production Standards: Maintain Production standards so that tasks are completed with minimal overtime.
  • Balancing Standards and Controllable Loss Guidelines: Ensure Balancing Standards and Controllable Loss Guidelines are adhered to at all times.
  • Liaison and Communication: Acts as a liaison between Members and various organization and departments.
  • Work Environment: Maintain a clean and neat workstation with a working supply of promotional materials and forms.
  • Additional Duties: Performs other duties as assigned.
Requirements
  • Experience: One year or more of related experience.
  • Education: A high school education or GED.
  • Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
  • Technical Skills: PC proficient, ability to operate a computer, computer keyboard, and a 10-key calculator.