The Personal Banker/Branch Service Representative will assume, but not be limited to, the following responsibilities:
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Responds to members' requests for information on various products and services, answers questions, conducts basic research on members' accounts and/or refers members to appropriate individual for solution.
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Receives members at assigned teller station, determines nature of member's business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers, in person, by mail, or telephone.
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Processes Visa cash advances and loan payments, and updates member address information.
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Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
- Interviews loan applicants, counsel's 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.
- Determines members' financial needs and provides products and service information to them that meets those needs.
The successful candidate will possess the following education, knowledge and skillsets:
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High school diploma, GED, or equivalent
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Two years of financial institution experience
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Excellent written and verbal communication, customer service and sales skills
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Personal computer proficiency with Microsoft Word and Excel
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Excellent critical thinking skills
Additional Information:
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Full Time, Mon-Sat, must be available and flexible with schedule
We provide competitive compensation and benefits package that includes:
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Medical, dental, and vision insurance
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Life insurance
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401k Retirement Plan (matching contribution=5%, immediate vesting)
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Paid Time Off (PTO)
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Paid Holidays
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Educational Reimbursement
"Actual compensation is determined based on experience, education, skills, internal equity, and other job‑related factors."
EOE
