Bilingual Branch MSR: Teller & Personal Banker

RBFCU Insurance Agency LLC; San Antonio (TX); Hybrid; USD 28,000 - 33,000; Full time

Benefits offered by this job

401(k) with matching incentives

Medical, vision and dental benefits

Paid time off

Job summary

RBFCU South San branch in San Antonio seeks a Branch Member Service Representative to deliver friendly service, process transactions, and support both Teller and Personal Banker functions.

You will engage members with needs-based conversations, help identify appropriate products, and assist with fraud prevention while upholding RBFCU standards. A high school diploma and 6 months' relevant experience are required; bilingual English/Spanish is preferred.

Qualifications

• High School diploma or GED.
• Six months of work experience (financial institution, customer service or sales experience preferred).
• Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule.
• Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers.
• Excellent communication and interpersonal skills.
• Ability to solve problems, make timely and informed decisions, and apply common sense to carry out detailed written or oral instructions.
• Proficient in utilizing PC, software and other office equipment.
• Ability to sit or stand for extended periods of time.
• Good vision (correctable), hearing, and manual dexterity; must be able to reach with hands and arms; must be able to speak clearly.

Responsibilities

• Provide enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and RBFCU team.
• Process a variety of transactions in various settings that may include in person, video conference, drive-thru, and telephonic engagement channels.
• Maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.
• Engage members and prospective members through consultative, needs-based conversations by actively listening, asking open ended questions, and demonstrating empathy to uncover financial needs and recommend appropriate products and services, while consistently meeting or exceeding minimum sales goals.
• Support RBFCU sales culture, and ensure branch standards are achieved by reinforcing best practices, modeling consultative behaviors, and holding a high level of self-accountability to performance expectations.
• Perform in the capacity of Branch Reservist taking calls for the Member Service Center to handle incoming requests from members via this channel.
• Assess all deposits for potential fraud and each interaction for impersonation to mitigate fraud losses.
• Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.
• Qualify members, and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.
• Prepare various teller reports, and escort members into designated areas when requested.
• Observe safety and security procedures, and report potentially unsafe conditions.
• All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).

Skills

Customer service

Sales

Communication

Problem solving

Attention to detail

Education

High School diploma or GED

Tools

MS Office

Job description

RBFCU South San branch in San Antonio seeks a Branch Member Service Representative to deliver friendly service, process transactions, and support both Teller and Personal Banker functions.

You will engage members with needs-based conversations, help identify appropriate products, and assist with fraud prevention while upholding RBFCU standards. A high school diploma and 6 months' relevant experience are required; bilingual English/Spanish is preferred.