Branch Sales & Services Representative

Description

Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment.

Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work.

This position is for U if you are a dependable person with a positive attitude, patience, and empathy with previous customer service experience and are able to work at our Culpeper, VA location, full-time, 40 hrs/wk, with a rotating schedule of:

(Week A) Mon-Wed: 8:45am-5:15pm, Thurs: 8:45am-11:30am, Fri: 8:45am-5:15pm, & Sat: 8:45am-12:00pm

(Week B) Mon-Thurs: 8:45am-5:15pm & Fri: 8:45am-6:15pm

Role

To assist in the service and sales of the credit union branch, aiding the branch with meeting the organization's financial, operational, service and growth plans. Works to support branch management with operational, non-supervisory, needs.

Major Duties and Responsibilities

40% Handle initial contact with members either by phone and or in person by professionally serving their credit union needs including but not limited to performing financial transactions, resolving member requests and questions, assisting with opening accounts and loan processing when branch management is unavailable.

25% Demonstrates service and sales skills by referring products and services that meet member financial needs in-person or by phone utilizing monthly call list and reports, follow up referrals and creating leads to recommend appropriate services and products.

25% Assists with teller operational duties, monitoring branch activity to ensure they are compliant with established credit union policies and procedures. Includes check 21 and ATM assistance.

5% Supports overflow needs within the department, performs notary services.

5% Performs other duties as assigned.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Requirements

Knowledge and Skills

Experience

Six months to two years of similar or related experience, including time spent in preparatory positions.

Education/Certifications/Licenses

High school education or GED

Interpersonal Skills

Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications require shorter and not in-depth discussions most of the time.

ADA Requirements

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be able to stand, sit, walk for extended periods of time. Reach and grasp using arms, hands and fingers. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.