Branch Universal Representative (FT)- Appleton Ave. Milwaukee

Educators Credit Union; Milwaukee (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

Educators Credit Union in Milwaukee, WI seeks a Branch Universal Representative to assist members with all financial needs, including teller transactions, accounts, and loans. You will provide service in person and by phone, promote campaigns, and help educate members on products and services.

The role requires 1–3 years of related experience and a high school diploma or GED. Join a team focused on accuracy, confidentiality, and strong member relationships at the Appleton Avenue Branch.

Qualifications

• 1–3 years of teller or related experience.
• High school diploma or GED is required.
• Strong interpersonal skills for confidential, tactful communication.

Responsibilities

• Performs all teller functions including deposits, withdrawals, loan payments, money orders, cashier's checks, and transfers.
• Balance cash drawer and daily transactions; maintain member records.
• Greet members and assist with account openings/closings, direct deposits, and product inquiries.
• Actively promote marketing campaigns and identify product referral opportunities.
• Interview members, process loan applications, and advise on loan decisions.
• Answer phone queue and assist members in person.
• Perform other duties as assigned.

Skills

Customer service

Conflict resolution

Diplomacy

Cash handling

Education

High school diploma or GED

Tools

Computer skills

Job description

Role

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.

Appleton Avenue Branch is located at 7025 W. Appleton Avenue, Milwaukee, WI 53216. Lobby hours: Monday - Thursday 9:00 a.m. - 5:00 p.m., Friday 9:00 a.m. - 6:00 p.m. and Saturday 9:00 a.m. - 12:00 p.m. Drive-Up hours: Monday - Thursday 9:00 a.m. - 6:00 p.m., Friday 8:00 a.m.- 6:00 p.m. and Saturday 8:00 a.m.-1:00 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.