Branch Universal Representative - Burlington

Educators Credit Union Inc; Burlington; Hybrid; CAD 44,000 - 58,000; Full time

Job summary

Educators Credit Union in Burlington, WI seeks a Branch Universal Representative to assist members with deposits, loans, and account services, in person and by phone. You will balance tills, open and close accounts, and promote products to meet member needs.

Applicants typically have 1–3 years of related experience and a high school diploma or GED. Strong communication and discretion are essential to deliver friendly, accurate service and maintain confidentiality.

Qualifications

• 1–3 years of similar or related experience.
• High school education or GED.
• Excellent customer service and communication skills.
• Ability to handle confidential information.

Responsibilities

• Performs teller functions: deposits, withdrawals, loan payments.
• Balance cash drawer and daily transactions with accuracy.
• Assist members with opening/closing accounts and direct deposits.
• Process loan applications and interview members.
• Promote marketing campaigns and product referrals.
• Answer questions and resolve account problems for members.
• Handle phone and in-person member assistance.

Skills

Customer service

Communication

Conflict resolution

Diplomacy

Education

High school diploma or GED

Tools

Banking software

Computer literacy

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Branch Universal Representative - Burlington

Burlington, WI, US

29 days ago Requisition ID: 2366

The Branch Universal Representative assists new and existing members, in person and on the telephone, with all their financial needs, including teller transactions, member service, and loans. Duties will include opening and closing various types of accounts, processing transactions, resolving account problems, as well as providing assistance and information regarding all products and services of the Credit Union.

Essential Functions & Responsibilities:

Performs all teller functions, including deposits, withdrawal and loan payments, money orders, cashier's checks, transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records. Balance cash drawer and daily transactions ensuring accuracy.

Greet members, in person and on the telephone while providing them with routine information concerning services. Assists members with opening and closing accounts, completing payroll deductions, direct transfers and direct deposit authorizations, answers questions about products and services and resolves problems. Perform account and file maintenance, check orders, wire transfers and all other aspects of service to our members. Actively promote marketing campaigns. Identify opportunities to educate, advise, and identify product referral opportunities.

Interview members, receive loan applications and process new loans. Educate and advise member to make informed decision about their accounts to ensure our members are meeting their financial and member account information is accurate and current. Answering the phone queue to assist members on the phone, as well as in person.

Performs other job related duties as assigned

Knowledge and Skills:

Experience One year to three years of similar or related experience.

Education A high school education or GED.

Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills Working knowledge of established procedures, policies, processes, etc.; understanding of credit union operations; effectively communicates information to members, etc. General equipment knowledge, e.g., computer, etc.

LOBBY & DRIVE-UP HOURS: Monday through Thursday: 9 a.m. to 5 p.m. Friday: 9 a.m. to 6 p.m. Saturday: 9 a.m. to 12 p.m.

Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.