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Branch Service Advisor

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Job Description - Branch Service Advisor

Members Achieve More isn't just a tagline for us, it's part of everything we do!  We're looking for passionate individuals to join our team to help us maintain that focus every day.  Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on...

The Branch Service Advisor is a pivotal figure in branch operations, serving as the main contact for in-person interactions. Their role is multifaceted, encompassing various aspects of member service requirements. They are tasked with not just meeting, but surpassing member expectations, thereby enhancing the overall member experience. Their responsibilities include ensuring the precise and swift processing of members’ financial transactions.
In addition to these duties, the Branch Service Advisor is also instrumental in promoting a culture that encourages the effective use of technology among members. This involves educating and guiding members on how to leverage technology for their benefit, thereby fostering a more streamlined and convenient banking experience. Through their interactions and service delivery, the Branch Service Advisor contributes significantly to the smooth running of branch operations. Their role is integral to maintaining high service standards and ensuring member satisfaction. As such, they play a crucial part in the organization’s success and its commitment to providing exceptional service to its members.

Schedule: Monday thru Friday 7:50AM - 4:15PM, 100% onsite.

In this position, you will

  • Superior Service & Communication: Communicating and interacting effectively to deliver exceptional member service.
  • Cash Handling Skills: Proficiency in handling financial transactions.
  • Operational Support: Assist with routine branch processes and operations.
  • Transaction Handling: Efficiently process transactions and member requests.
  • Compliance and Standards: Ensuring compliance with credit union standards is a priority.
  • Member Engagement: Address and resolve member requests promptly and professionally to ensure member satisfaction and retention. Educate and inform members on available products and services while effectively cross-serving to meet their needs.
  • Other duties as assigned.

Qualifications:

High School (Required)

Any equivalent combination of experience and education. | Required Two years’ experience in service in a similar capacity in an organization of comparable size and complexity. | Required

Notary Public - Commonwealth of PA

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