Branch Services Representative

1 day ago


San Francisco, California, United States LHH Recruitment Solutions Full time
Job Summary

We are seeking a highly skilled and experienced Branch Services Representative to join our team at LHH Recruitment Solutions. As a key member of our team, you will be responsible for providing exceptional customer service, managing multiple tasks efficiently, and fostering strong relationships with our clients.

Key Responsibilities:
  • Customer Service: Act as a key point of contact for clients, offering exceptional service and addressing their needs across all channels.
  • Team Collaboration: Engage actively in branch, departmental, and organizational meetings to contribute to goals and strategies.
  • Confidentiality and Security: Safeguard client and organizational information by following strict confidentiality and security protocols.
  • Communication: Communicate clearly and accurately, both verbally and in writing, to provide precise information and resolve inquiries.
  • Teller Transactions: Efficiently process teller transactions and regularly reconcile cash drawers to maintain accuracy.
  • Member Feedback: Investigate and respond to client feedback and questions with thorough and accurate information.
  • Product and Service Recommendations: Proactively recommend and align credit union products and services to meet the financial needs of clients.
  • Account Management: Assist clients in completing membership and loan applications, ensuring all necessary documentation is accurate and complete.
  • Operational Audits: Support operational audits to ensure compliance and efficiency.
Requirements:
  • Experience: At least one year of experience in a banking environment, a background in sales is a huge plus.
  • Software: Microsoft Office
  • Task Management: Ability to manage multiple tasks effectively and efficiently in a fast-paced setting.
  • Customer Service Skills: Strong customer service skills with excellent communication abilities.
  • Cash Handling: Proficient in handling cash, using cash handling machines.
Work Environment:

This is a direct hire opportunity with a competitive hourly rate. The work environment is fast-paced and dynamic, with a focus on delivering exceptional customer service and fostering strong relationships with clients.



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