Senior Member Solutions Representative

Description

Job Title:  Senior Member Solutions Representative

Department: Retail Operations Department

Reports To: Branch Officer

FLSA Status: Non-Exempt

Grade: Grade 9

Location: Pawcatuck

Summary

The Senior Member Solutions Representative is a sales and service role that works toward building upon new and existing member relationships in a proactive, fast paced, retail sales environment while being held responsible for managing the teller line, branch cash, branch balancing, and the management of ATMs in the absence of Branch Management. This position processes member teller transactions in addition to new accounts and loan applications. Demonstrates a strong working knowledge of Credit Union products and services.  Responsible for meeting or surpassing an individual sales goal and the branches goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES.

1. Responsible for Supervision of branch personnel in absence of the Branch Officer.

2. Responsible for daily teller, vault, and ATM balancing.

3. Meets individual production goals and contributes to the overall team goals. Provides additional sales coaching to staff when necessary.

4. Works within the confines of the branch to promote the Credit Union. Assists Branch Officer in the development of business outside of the branch office.

5. Demonstrates a positive attitude and outgoing and friendly personality with members and staff.

6. Demonstrates a strong working knowledge of Credit Union products and services as well as policies and procedures. Proficient in processing teller transactions and member service functions such as new account and loan applications.

7.  Exercises discretion and independent judgment in problem solving member service as well as personnel issues.

8. Expected to promote the Credit Union at after work functions such as business after hours and other community events.

9. Tracks cross sales on a weekly / monthly basis for team.

10. Trains staff on computer transactions, cross selling and other functions as deemed by the Branch Officer.

11. Performs all computer functions, such as processing deposits, withdrawals, payments, transfers, maintaining cash drawer, VISA cash advances, and member maintenance with manager’s approval.

12. Maintains vault cash and disbursement to staff as needed. Orders cash to ensure proper supply for daily operation. 13.Replenishes cash and supplies on ATMs and coin counting machines as well as supervises preventative maintenance on these and other equipment.

14. Audits money orders monthly to ensure proper accounting of these products. Makes daily remittances according to the established procedures. Performs other audits as requested.

15. Responsible for knowledge of the security system, opening and closing of the office as necessary.

16. Other duties as assigned.

Requirements

Education and Experience

· High school diploma or equivalent.

· Two years financial institution or retail sales experience and/or training preferred.

· Previous cash handling experience required.

· Prior Supervisory experienced preferred.

· Intermediate knowledge of various technical platforms including Microsoft office (excel, word etc.) with a basic knowledge of Microsoft windows.

· Ability to work well on teams and independently while keeping internal and external service top of mind.

· Ability to interpret a variety of instructions furnished in written, oral or schedule form.

· Excellent communication skills.

· Possess a strong sales and service mentality, desire to succeed, and good organizational/interpersonal skills with a strong member focus.