Branch Counselor

Page Mechanical Group, Inc.; Woodland (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Page Mechanical Group, Inc. seeks a Branch Counselor to enhance member service and deliver financial guidance. In this role, you will support members with transactions, answer inquiries, and assist in the loan process. Ideal candidates will have a high school diploma and at least one year of experience in customer service or sales, preferably in a financial setting. The position emphasizes relationship-building and achieving sales goals for member satisfaction.

Qualifications

• 1+ years of experience in customer service and sales, preferably in finance.
• Strong service skills for building financial relationships.
• Ability to assist in loan processes and day-to-day transactions.

Responsibilities

• Assist members with transactions and financial inquiries.
• Maintain and execute knowledge of products and services.
• Balance daily cash drawer and ATM.

Skills

Customer service

Sales skills

Cash handling

Education

High School Diploma or Equivalent

Job description

Job Summary

Join Farmers Credit Union as a Branch Counselor (BC) and become a driving force behind exceptional member service and meaningful financial guidance. As the heartbeat of the branch, you’ll support members through everyday transactions, offer smart financial solutions, and help cultivate strong, lasting relationships. If you’re passionate about helping people, thrive in a collaborative environment, and are excited by both service and sales, this role is your chance to shine. Step into a position where every interaction matters and where your work truly helps others achieve financial well‑being.

Essential Functions

• Assist members of Farmers Credit Union through maintaining and executing knowledge of products and services.
• Perform day‑to‑day transactions for members including, but not limited to, deposits, withdrawals and transfers.
• Answer member inquiries and provide 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.
• Assist members with all aspects of the loan process such as gathering necessary documentation, running credit reports, and determining loan rates.
• Balance 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.
• Take personal responsibility to ensure that member issues are handled properly at the first point of contact.
• A BC 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 provide a high level of service and is committed to increasing member satisfaction and achieving successful results in the Member Service Surveys.
• Demonstrate 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.
• Target and achieve individual sales goals and support 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 of experience in customer service, sales activities, and cash handling preferably in a financial institution.
• Business Banking Experience