Branch Experience Specialist
1 week ago
Job Type
Full-time
Description
A key component of this is to identify the financial needs of the member and recommend an appropriate credit union solution. Bilingual in English and Spanish strongly preferred. Incentive offered for bilingual proficiency.
Work Location:
Cerrillos Branch located in Santa Fe, NM
Salary:
Level I:
The starting salary range for this position is $15.77 - $19.71 an hour. New hires are typically brought into the organization at a rate between the range minimum and the range maximum, depending on qualifications, internal equity, and the budgeted amount for the role.
Level II:
The starting salary range for this position is $17.39 - $21.74 an hour. New hires are typically brought into the organization at a rate between the range minimum and the range maximum, depending on qualifications, internal equity, and the budgeted amount for the role.
Senior:
The starting salary range for this position is $19.32 - $24.15 an hour. New hires are typically brought into the organization at a rate between the range minimum and the range maximum, depending on qualifications, internal equity, and the budgeted amount for the role.
Essential Functions and Responsibilities:
- Assist members of the credit union with their financial needs in a professional, friendly, knowledgeable, and timely manner.
- Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms.
- Process paying and receiving transactions to include: deposits, loan payments, cashiers checks, and issuance of gift and travel cards, closing accounts, stop payments, address file maintenance, answering questions about products and services, and problem resolution.
- Maintain and balance operating cash daily.
- Greet members/guests to establish rapport and direct to appropriate area.
- Promote a needs based member education culture within the branch to identify opportunities to promote credit union products and services to live DNCU's mission of improving lives while meeting and/or exceeding established member education goals.
- Work effectively in a team environment contributing to the success of the branch and organization.
- Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.
- Perform other related job duties as assigned.
NOTE: This role is eligible for a $1.00 per hour differential. This differential will be added to your hourly rate. If you depart this role, your hourly rate will be REDUCED by this $1.00 per hour differential.
Benefits:
- Medical, Dental and Vision insurance
- 401(k) - Traditional or Roth
- Paid Time Off
- Eleven paid holidays/year
- Employer-Paid Benefits: Employee Assistance Programs (EAP), Short-Term & Long-Term disability
- Spanish Speaking Incentive
- Other great benefits: Wellness Reimbursement Plan, Educational Reimbursement Program and Development Programs.
Experience:
A minimum of six months of similar or related experience. Strong cash handling and customer service experience.
Education:
A high school education or GED.
Interpersonal Skills:
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills:
- Ability to handle sensitive information with complete confidentiality and professionalism
- Professional appearance and demeanor
- Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values
- Conduct themselves and members fairly, ethically, and with confidence
- Successful job performance involves meeting and/or exceeding teambuilding, interpersonal, relationship building, and technical skills outlined in other duties and responsibilities
- Must have good communication and PC skills
- Critical thinker and effective problem solver
- Collaborative service skills
- Willing and eager to exceed expectations; demonstrated excellence in all aspects of service delivery operations
- Demonstrated proficiency with 10-key calculator, Windows, and other MS Office products and applications
Physical Requirements:
May require sitting or standing for extended periods of time.
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