Branch Counselor

Job Summary

The Branch Counselor (BC) role is based in a branch and is a key team member that works with other BCs to ensure superior service is  being provided  to our members. This role is critical to the overall success of the branch and will perform both service and sales activities which can include  assisting  our members with general inquiries, recommending self-service technologies, and processing standard credit union transactions.

Essential Functions

Assists  members of  Farmers  Credit Union through  maintaining  and executing knowledge of products and services.

Performs  day to day  transactions for members including, but not limited to, deposits, withdrawals and transfers.

Answers member inquiries and provides information  in accordance with  Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account-related needs.

Assists  members with all aspects of the loan process such as gathering necessary documentation, running credit reports, and  determining  loan rates.

Balances cash drawer, branch vault, ATM, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements.

Takes  personal responsibility to ensure that member issues are handled properly at the first point of contact.

ABC will use their strong service skills to build and deepen the financial relationships with our members and make every interaction with them an engaging,  positive  and  educational  experience.

Consistently provides  a high level  of service and is committed to increasing member satisfaction and achieving successful results in the Member Service Surveys.

Demonstrates adherence to the  branch  service and standards in addition to enforcement and modeling of our mission statement and core values.

May provide support to the chat / online channel by  assisting  with member inquiries.

Targets and achieves individual sales goals and supports branch sales goals by managing assigned member  base  and proactively uncovering  additional  financial needs.

BCs will  identify  opportunities and  take actions to expand  our memberships, shares and consumer loan growth, through outbound calling, marketing, and referrals. They will also enhance existing relationships with credit union members in the branch by  identifying  financial needs and recommending convenient, efficient, and thoughtful financial solutions.

Conduct sales presentations to new and existing Farmers / Select Employer Group employees to generate business.

Provide recommendations to improve the credit union’s awareness in the Farmer’s building and community.

Education

High School Diploma or Equivalent  required .

Experience

At least  one year's   experience in customer service, sales activities, and cash  handling,  preferably in a financial institution.