Senior Branch Service Representative

Senior Branch Service Representative

The Senior Branch Service Representative will assume, but not be limited to, the following responsibilities:

• Receives and verifies sufficient cash from supervisor or designee, to handle daily cash disbursements. Balances cash receipts and prepares daily work summary envelopes.
• Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
• Interviews loan applicants, counsels members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to loan officers.
• Discloses and funds approved loans. In the event a loan is denied, explains reason for loan decision.
• Assists with the maintenance, control, and security of vault cash, including ordering of cash and verifying shipments upon arrival.
• Assists to maintain appropriate control over Instant Issue ATM cards, checking account starter kits, cashier's checks, money orders, etc., while maintaining appropriate supply levels.
• Assists to complete daily reports, such as large deposits/withdrawals, dormant accounts, new/closed accounts, etc.

The successful candidate will possess the following education, knowledge and skillsets:

• High school diploma, GED, or equivalent
• Minimum four years' experience as a teller, loan processor, new accounts representative, or telephone representative in a financial institution
• Basic math and 10-key skills
• Excellent customer service and sales skills
• Personal computer proficiency in programs such as Microsoft Word and Excel

Additional Information:

• Full Time, Monday-Saturday, must be flexible with schedule

We provide competitive compensation and benefits package that includes:

• Health, dental, and vision plans
• 401(k) plan
• Life insurance
• Paid Time Off (PTO) Plan
• Paid holidays

EOE