Branch Universal Representative - Burlington Branch

Educators Credit Union; Burlington (WI); Sur place; USD 19 000 - 28 000; Plein temps

Résumé du poste

Educators Credit Union is seeking a Branch Universal Representative to assist members in person and over the phone with financial needs, including teller transactions, accounts, and loan support.

The role involves greeting members, processing deposits and withdrawals, and guiding them on products and services. You will balance cash, handle transfers, and contribute to marketing efforts while maintaining confidentiality and accuracy.

Qualifications

• One to three years of similar or related experience.
• General knowledge of credit union operations and procedures.
• Effective communication with members and colleagues.

Responsabilités

• Perform teller functions: deposits, withdrawals, loan payments, money orders, and transfers.
• Open and close accounts; maintain member records.
• Greet members in person and by phone; explain products and services.
• Balance cash drawer and daily transactions with accuracy.
• Promote marketing campaigns and educate members on referrals and new products.
• Process loan applications and support member decisions.
• Perform other duties as assigned.

Connaissances

One to three years experience

Formation

High school diploma or GED

Description du poste

The Branch Universal Representative assists new and existing members, in person and on the telephone, with all their financial needs, including teller transactions, member service, and loans. Duties will include opening and closing various types of accounts, processing transactions, resolving account problems, as well as providing assistance and information regarding all products and services of the Credit Union.

Essential Functions & Responsibilities:

Performs all teller functions, including deposits, withdrawal and loan payments, money orders, cashier's checks, transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records. Balance cash drawer and daily transactions ensuring accuracy.

Greet members, in person and on the telephone while providing them with routine information concerning services. Assists members with opening and closing accounts, completing payroll deductions, direct transfers and direct deposit authorizations, answers questions about products and services and resolves problems. Perform account and file maintenance, check orders, wire transfers and all other aspects of service to our members. Actively promote marketing campaigns. Identify opportunities to educate, advise, and identify product referral opportunities.

Interview members, receive loan applications and process new loans. Educate and advise member to make informed decision about their accounts to ensure our members are meeting their financial and member account information is accurate and current. Answering the phone queue to assist members on the phone, as well as in person.

Performs other job related duties as assigned

Knowledge and Skills:

Experience One year to three years of similar or related experience.

Education A high school education or GED.

Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills Working knowledge of established procedures, policies, processes, etc.; understanding of credit union operations; effectively communicates information to members, etc. General equipment knowledge, e.g., computer, etc.

LOBBY & DRIVE-UP HOURS:

Monday through Thursday: 9 a.m. to 5 p.m. Friday: 9 a.m. to 6 p.m. Saturday: 9 a.m. to 12 p.m.

Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.