Branch Representative

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

PURPOSE:

To provide exemplary member service through all delivery channels, handle functions such as cash box management, account opening and maintenance, phone inquiries, safe deposit boxes, and all other services as needed.

DIMENSIONS:

This person greets members and responds to their needs or directs them to the appropriate person, department or source.  Dispenses information about various types of accounts and other Credit Union services.  Members compose a cross section of our community and require people oriented employees with patience, enthusiasm, professionalism, confidentiality, maturity, and good communication skills.

DUTIES:

Handle establishment of new membership, open all accounts, and

process changes in accounts.

Educate members on available services and make recommendations based

on their needs.

Key all required transactions into the Margo system and balance cash drawer

with accuracy.

Balance the vault, ATM, TCD and coin sorter.

Operate drive-thru window as needed.

Keep daily and monthly records of the following reports:  vault control,

returned checks, Visa gift cards, theme park tickets, forgeries, and coin

sorter.

Prepare, order, and verify cash delivery and shipment once a week.

Assist members with account problems, checking reconciliations, or

errors in transactions.

Grant subsequent advances on existing credit cards, open lines and home

equity lines of credit - consult with an approving officer prior to advance.

Answer phone, file paperwork, scan documents into Image System, and

perform other clerical duties as needed.

May begin training in other areas of branch operations as needed

Other duties as assigned.

REQUIREMENTS:

Should possess a high level of self-control, self-confidence, good basic mathematical skills, good organizational and communication skills, positive attitude, and neat appearance.

Fast-paced environment – must be able to use sound judgment when making decisions and work well under pressure.

Must be willing to engage in ongoing training and professional development.

Other training and education as required by management.

Should have basic computer skills. 

Attendance in accordance with assigned schedule is required

Must be able to speak English fluently.

Must be able to cooperate and collaborate with co-workers.

Must be cordial in all interactions with members and co-workers.

Must adhere to the work schedule and attendance policy established by manager.

JOB ENVIRONMENT:

Office setting with physical proximity to other employees. 

Some background noise from other employees, copy machine, and telephone.

PHYSICAL DEMANDS:

Uses hands and fingers to lift telephone receiver to answer incoming calls and transfer such calls to appropriate destination.

Uses hands and fingers to press keys on adding machine to add information for member transactions.

Uses hands and fingers to press keys on a Computer keyboard to enter data and retrieve information.

Sits 80%, stands 10%, and walks 10% of the time.

Must communicate clearly to answer members questions and to describe member services.

Must listen intently to members questions and concerns in order to facilitate quality service.

Visual acuity is necessary in completing forms for members; such as check order forms, deposit and withdrawal slips, savings documentation, etc..

May order supplies for the branch using computer terminal.

Maintains manual cash drawer, counting currency daily to balance cash drawer.

May climb stairs when branch is located on multiple levels.

Must be able to comprehend and carry out verbal and written instructions.

Must be able to lift 5 pounds

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.