Senior Branch Services Representative

Job Description

Job Description

SUMMARY: Responsible for all member service duties, sales, and relationship management while reaching established goals. Consistently achieves the ALEC delivery process, possesses product knowledge to deepen member relationships, and performs the essential functions within the position.

ESSENTIAL FUNCTIONS:

• Demonstrates understanding of and commitment to the credit union’s ongoing mission, vision and core values.
• Maintains mastery level knowledge of all ALEC products, services, procedures, policies and appropriate regulatory issues relating to daily job.
• Consistently provides exceptional member service to every member, internal and external, every time by adhering to the ALEC Service Model.
• Serves as members' single point of contact on all ALEC products and services.
• Processes a variety of member transactions with minimal errors, according to established ALEC policies and procedures; including but not limited to deposits, withdrawals, cash advances, loan payments, transfers and check cashing on credit union data processing system, accounting for assigned cash; opening and closing of terminal as needed.
• Identifies and matches member product needs with ALEC products and services by interviewing members and discussing their financial needs, including making referrals to other staff members and departments to ensure member needs are met.
• Opens new accounts, certificates of deposit, credit cards, consumer loans, and all other ancillary credit union products and services; answers member questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
• Supports the ALEC Relocation Program, including opening accounts, consistently following up, and providing education to sponsor transferees.
• Processes consumer loan applications through loan system.
• Implement all sales strategies, including new products and services developed by management.
• Works applicable sales leads from vendors and internal sources.
• Retains existing members and develops new member relationships.
• Meets with members to quote mortgage loan rates, loan products and take application information.
• Consistently meets and often exceeds performance goals and actively participates in all sales campaigns.
• Represents credit union in various marketing and sponsor related activities and events.
• Assists with daily vault/cash procedures.
• Maintains professional appearance and image while conducting business with members and vendors.
• Performs security functions by opening and closing branch and vault and ensuring overall safety.
• Remains updated on all security procedures and equipment.

SECONDARY FUNCTIONS:

• Works in a team setting on various projects including employee contests, sales programs, etc.
• Reviews and provides decisions related to checks received by credit union personnel, determining whether to place hold on account.
• Provides back-up support for ITM processing as needed.
• Assists co-workers in locating outages and correcting entries.
• Research member errors and provide corrective action in a prompt manner.
• Pursues personal development opportunities to improve knowledge as it relates to the position, compliance, and the credit union in general.
• Adheres to all policies and procedures and maintains member confidentially in accordance with ALEC policies.
• Floats between locations as deemed necessary for business coverage on any given day for any requested time period, including possible extended periods of time.
• Serves as mentor for Branch Services Representatives coming out of training.
• Leads by example and assists Branch Manager with special projects as requested.
• Other duties may be assigned.

QUALIFICATIONS:

• Education Required: High School Diploma or equivalent (GED), Nationwide Multistate Licensing System (NMLS) Certification
• Experience Required: A minimum of three (3) years of cash handling, customer service experience in a financial institution environment.

TRAVEL: Up to 15% local travel

The base pay for this position is $20.09 to $33.49 per hour. In specific locations, the pay range may vary from the range posted. Click here to learn more about ALEC and our benefits.