Branch Services Pro: Growth, Benefits & 401k Match

Dupaco; Marion (IA); On-site; USD 2,046,000 - 2,914,000; Full time

Benefits offered by this job

401k match

Incentives

Job summary

Dupaco's Marion branch is looking for a Branch Services Representative to process transactions, assist members with account management, and educate them on products and services. This role also supports branch operations while ensuring compliance with regulations.

You will engage in cross-selling, proactive outreach, and relationship-building to enhance the member experience and drive the branch's goals, with a competitive starting pay and incentives.

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 professionally.
• Strong problem-solving skills and aptitude for learning new technologies.
• Strong attention to detail.

Responsibilities

• Process a variety of transactions for members (deposits, withdrawals, transfers, loan payments).
• Assist and educate members with ITMs as needed.
• Balance cash drawers and reconcile transactions daily.
• Open member accounts (checking, savings, CDs) and promote full-family membership.
• Close member accounts accurately.
• Cross-sell Dupaco products and services and highlight digital solutions.
• Conduct proactive outreach to members and support branch goals.
• Assist with branch operations and regulatory compliance.

Skills

Customer Service

Interpersonal skills

Communication skills

Team Player

Problem solving

Attention to detail

Education

High School or better

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Dupaco's Marion branch is looking for a Branch Services Representative to process transactions, assist members with account management, and educate them on products and services. This role also supports branch operations while ensuring compliance with regulations.

You will engage in cross-selling, proactive outreach, and relationship-building to enhance the member experience and drive the branch's goals, with a competitive starting pay and incentives.