Branch Universal Representative - Park Place Branch

Educators Credit Union; Milwaukee (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Educators Credit Union in Milwaukee, WI, is seeking a Branch Universal Representative to assist members with their financial needs in person and on the phone. You will handle teller transactions, answer questions about products, and help with new accounts and loans.

At the Park Place Branch, you will balance cash, post transactions, greet members, and promote services. The role requires 1-3 years of related experience and a high school diploma, with a focus on accuracy, confidentiality, and

Qualifications

• One to three years of teller or related experience.
• High school education or GED required.

Responsibilities

• Performs teller transactions including deposits, withdrawals and loan payments.
• Posts transactions to member accounts and maintains member records.
• Balances cash drawer and reconciles daily transactions.
• Greets members in person and by phone and provides routine information about services.
• Opens/closes accounts, assists with transfers and direct deposit authorizations, answers questions about products and services, and resolves problems.
• Performs other job related duties as assigned.
• Actively promote marketing campaigns and identify product referral opportunities.
• Interview members, receive loan applications and process new loans.

Skills

Customer service

Cash handling

Communication skills

Conflict resolution

Sales awareness

Education

High school diploma or GED

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.

Park Place Branch is located at10811 W. Park Place, Milwaukee, WI 53224.

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., 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.