Branch Member Experience Rep

This position will be a front-line branch representative who will handle resolving product or service-related problems by clarifying member's issue; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment and following up to ensure resolution. In addition, this position will act as branch lobby manager, thus answering members questions and providing information on all our available products and services. This position will be an independent thinker with strong decision-making skills and will excel in covering a broad range of activities including phone support, new account opening, and serving members through multiple branch and virtual channels.

Responsibilities

Front-line branch representative resolving product or service-related problems; Acting as branch lobby manager; Answering member questions and providing information on products and services; Providing phone support, new account opening, and serving members through multiple branch and virtual channels; Eagerly engaging with members and welcoming them; Providing account balance, activity, and history; Performing transactions, check withdrawals, transfers, and account maintenance; Assisting with dividend verification, inquiries, NSF checks, and statement copies; Performing loan payments, term calculations, and loan payoff information; Informing members of savings, checking, money market, share certificates, IRA, and club account features; Providing documents as requested; Performing research to resolve escalated issues; Assisting members with explanations of transactions; Setting up access to online and telephone banking; Maintaining knowledge of Credit Union's field of membership; Developing understanding of Credit Union philosophy and operational procedures; Complying with Bank Secrecy Act, AML, OFAC and financial institution regulations; Assisting members with deposit account rates, stop payment orders, check copies, overdraft line of credit advances, and Courtesy Pay; Managing Time Trade appointment process

Requirements

High School Diploma General Educational Development (GED) Required; 1 to 3 years of similar or related experience within a financial institution and/or training; Excellent verbal, written, mathematical, referral, problem-solving, negotiation, relationship building and communication skills; Strong knowledge of Credit Union products and services; Ability to listen and uncover member needs; Solid technical skills (Word, Excel, and other job-related programs)

Nice to have

Previous teller experience preferred

Benefits

Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time; Low-cost Medical, Dental & Vision plans; Paid childcare assistance; Award-winning 401K; Gym fee reimbursement; Tuition Reimbursement; Student loan repayment