The Personal Banker / Branch Service Representative will assume, but not be limited to, the following responsibilities :
- 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.
- Receives members at assigned teller station, determines nature of member's business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers.
- Processes Visa cash advances and loan payments, and updates member address information.
- 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.
- Determines members' financial needs and provides products and service information to meet those needs.
The successful candidate will possess the following education, knowledge and skillsets :
Minimum two years experience as a teller, loan processor, new accounts representative, or telephone representative in a financial institutionBasic math, personal computer and 10-key skillsExcellent customer service and sales skillsAdditional Information
Part Time, 24-26 hours per week,Must be available to work Monday-Saturday as schedule will vary based on the need of the branch.We provide competitive compensation and benefits package that includes :
401(k) planPaid Time Off (PTO) PlanPaid holidays (on scheduled workdays)Tuition ReimbursementEOE