Branch Services Representative II

Job Description

Job Description

SUMMARY : Responsible for all member service duties, sales, and relationship management while reaching established goals. Consistently achieves the ALEC delivery process, possesses product knowledge to deepen member relationships, and performs the essential functions within the position.

ESSENTIAL FUNCTIONS :

• Demonstrates understanding of and commitment to the credit union’s ongoing mission, vision and core values.
• Maintains mastery level knowledge of all ALEC products, services, procedures, policies, and appropriate regulatory issues relating to daily job.
• Consistently provides exceptional member service to every member, internal and external, every time by adhering to the ALEC Service Model.
• Serves as members' single point of contact on all ALEC products and services.
• Processes a variety of member transactions with minimal errors, according to established ALEC policies and procedures; including but not limited to deposits, withdrawals, cash advances, loan payments, transfers and check cashing on credit union data processing system, accounting for assigned cash; opening and closing of terminal as needed.
• Identifies and matches member product needs with ALEC products and services by interviewing members and discussing their financial needs, including making referrals to other staff members and departments to ensure member needs are met.
• Opens new accounts, certificates of deposit, credit cards, and all other ancillary credit union products and services; answers member questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
• Implement all sales strategies, including new products and services developed by management.
• Works applicable sales leads from vendors and internal sources.
• Retains existing members and develops new member relationships.
• Consistently meets and often exceeds performance goals and actively participates in all sales campaigns.
• Represents credit union in various marketing and sponsor related activities and events.
• Assists with daily vault / cash procedures.
• Maintains professional appearance and image while conducting business with members and vendors.
• Performs security functions by opening and closing branch and vault and ensuring overall safety.
• Remains updated on all security procedures and equipment.

SECONDARY FUNCTIONS :

QUALIFICATIONS :

TRAVEL : Up to 15% local travel

The base pay for this position is $17.96 to $29.93 per hour. In specific locations, the pay range may vary from the range posted. Click here to learn more about ALEC and our benefits.