Branch Services & Member Experience Specialist

Dupaco; Dubuque, New York (IA, NY); On-site; USD 24,000 - 34,000; Full time

Benefits offered by this job

401k match

Benefits package

Job summary

Dupaco in Dubuque, IA is seeking a Branch Services Representative to process transactions, assist members with account management, and educate them on products and services. You will cross-sell, perform proactive outreach, and support branch operations while ensuring compliance with regulations.

You’ll help open and close accounts, balance cash drawers, and educate members on Dupaco features, fees, and digital services.

Qualifications

• High school diploma or equivalent.
• Previous customer 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.

Responsibilities

• Accurately 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 certificates of deposit (CDs) and offering full-family membership to new and existing members.
• Accurately close member accounts.
• Assist members through a Visa application and communicate 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 and highlighting digital services benefits to enhance member experience.

Skills

Customer Service Expert

Microsoft Word Some Knowledge

Microsoft Excel Some Knowledge

Microsoft Outlook Some Knowledge

Education

High School or better

Job description

Dupaco in Dubuque, IA is seeking a Branch Services Representative to process transactions, assist members with account management, and educate them on products and services. You will cross-sell, perform proactive outreach, and support branch operations while ensuring compliance with regulations.

You’ll help open and close accounts, balance cash drawers, and educate members on Dupaco features, fees, and digital services.