Branch Service Representative (CR - Williams)

Dupaco Community Credit Union; Cedar Rapids (IA); On-site; USD 43,000 - 47,000; Full time

Benefits offered by this job

401k match

Monthly/annual incentives

Great benefits package

Job summary

Dupaco Community Credit Union in Cedar Rapids, IA is seeking a Branch Services Representative to process transactions, assist members with account management, and educate them on Dupaco products and services. The role emphasizes cross-selling, proactive outreach, and strict regulatory compliance to strengthen member relationships.

There’s a generous benefits package and incentive program, with starting pay of $21.69 per hour.

Qualifications

• High school diploma or equivalent.
• Previous customer service or equivalent experience.
• Previous cash handling experience preferred.
• Excellent interpersonal and communication skills to represent the financial institution in a positive and professional way when dealing with membership, and other staff members.
• Strong problem-solving skills, and an aptitude for learning new technologies.
• Strong attention to detail.

Responsibilities

• Process a variety of transactions for members including deposits, withdrawals, transfers, and loan payments and assist members in the lobby.
• Assist and educate members with Interactive Teller Machines (ITMs) as needed.
• Balance cash drawers and reconcile transactions at the end of the day.
• Open member accounts, including checking, savings, and CDs and offer full-family membership.
• Accurately close member accounts.
• Assist members with Visa applications by communicating approval/denial and processing balance transfers.
• Perform account maintenance tasks such as updating personal information and managing inquiries.
• Educate members on features, benefits, and fees of Dupaco products and services.
• Cross-sell Dupaco products and services by highlighting digital services and their benefits.
• Proactive outreach and outbound calls to members.
• Perform Money Makeovers and Credit History Lessons to deepen member relationships.
• Identify leads for specialized services (Mortgage Loans, Business Loans, Dupaco Insurance, etc.).
• Assist with branch operations including opening/closing procedures and cash handling equipment.
• Ensure adherence to credit union regulations, policies, and compliance procedures.
• Detect and report suspicious activities and transactions.
• Participate in branch meetings and training to stay updated on Dupaco policies.
• Perform other duties as assigned.

Skills

Customer Service

Microsoft Word

Microsoft Excel

Microsoft Outlook

Education

High School or better

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Branch Service Representative (CR - Williams)

Job Category: Branch/Member Support

Requisition Number: BRANC003096

• Full-Time
• On-site

Locations

Cedar Rapids, IA 52404, USA

Description

As a Branch Services Representative, you'll process transactions, assist members with account management, and educate them on products and services. You’ll also engage in cross-selling, conduct proactive outreach, and support branch operations while ensuring compliance with regulations. Your role is crucial in enhancing member relationships and promoting financial services. There’s a lot to love about working at Dupaco... Whether it's a great benefit package that helps YOU take care of YOU and helps YOU save for your future with a generous 401k match, awesome starting pay of $21.69/HR, with monthly and annual incentives, and the ability to Build a Career Worth Loving.

• Accurately process a variety of transactions for members including but not limited to deposits, withdrawals, transfers, and loan payments and a ssist members in the lobby.
• Assist and educate members with Interactive Teller Machines (ITMs) as needed.
• Balance cash drawers and reconcile transactions at the end of the day.
• Open member accounts, including checking, savings, and certificates of deposit (CDs) and offering full -family membership to new and existing members.
• Accurately close member accounts.
• Responsible for assisting members through a Visa application by communicating approval/denial and process balance transfers.
• Perform account maintenance tasks such as updating personal information and managing account inquiries.
• Educate members on features, benefits, and fees of the credit union and Dupaco products and services.
• Cross Sell Dupaco Products and services by engaging, identifying, and advocating for digital services by highlighting benefits, addressing potential concerns, and demonstrating how they can enhance the member’s experience to support the branch and organizational goals.
• Proactive outreach and outbound calls to members as assigned.
• Perform Money Makeovers and Credit History Lessons and identify opportunities to deepen the relationship with the member by offering products and services.
• Identify and refer potential leads for specialized services, such as Mortgage Loans, Business Loans, Business Services, Dupaco Insurance Services, Dupaco Financial Services, etc.
• Assist with branch operations, including opening and closing procedures, cash handling equipment and machines, including balancing, servicing, and reconciling.
• Ensure adherence to all credit union regulations, policies, and compliance procedures and requirements.
• Utilize available resources and tools to detect and report suspicious activities and transactions.
• Participate in branch meetings and training sessions to stay current on Dupaco policies and products.
• Perform other duties as assigned.

You’ll need:

• High school diploma or equivalent.
• Previous costumer services or equivalent experience.
• Previous cash handling experience preferred.
• Excellent interpersonal and communication skills to represent the financial institution in a positive and professional way when dealing with membership, and other staff members.
• Strong problem-solving skills, and an aptitude for learning new technologies.
• Strong attention to detail

Skills

Required

Customer Service

Expert

Microsoft Word

Some Knowledge

Microsoft Excel

Some Knowledge

Microsoft Outlook

Some Knowledge

Intermediate

Behaviors

Preferred

Dedicated: Devoted to a task or purpose with loyalty or integrity

Team Player: Works well as a member of a group

Motivations

Required

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Preferred

Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals

Education

Required

High School or better.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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