The Branch Services Representative acts as the intermediary between members. This role is pivotal in providing exceptional service, enhancing member relationships, and delivering a wide range of transactional services across all delivery channels.
The representative also educates members on the full spectrum of credit union products and services.
Pay range : $28-30 / hour DOE
Location : San Francisco, CA
Direct Hire
Key Responsibilities :
Deliver outstanding service to all members, volunteers, and both internal and external partners.
Actively engage in branch, departmental, and organizational meetings.
Protect member and organizational information by adhering to established policies and procedures to ensure confidentiality.
Communicate effectively and accurately both verbally and in writing.
Efficiently handle teller transactions and routinely reconcile cash entities.
Investigate and respond to member inquiries and feedback with precise information.
Proactively cross-sell and align products and services to meet members' financial needs.
Gather necessary information from members to complete membership and loan applications, ensuring all documentation is correct.
Maintain and update files for all types of accounts and member profiles.
Assist in conducting operational audits.
Who You Are :
Minimum one year in banking plus sales experience a plus.
Capable of effectively managing multiple tasks simultaneously.
Exhibit excellent customer service and communication skills.
Proficient in calculating figures and amounts.
Skilled in using cash handling machines and have a working knowledge of business software programs (MS Windows and MS Office).
Available to work on Saturdays, holidays, and overtime as needed.
Pay Details : $ to $ per hour
Search managed by : Tiffany Duong
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