Branch Service Representative I jobs in United States
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Southland Credit Union · 2 months ago

Branch Service Representative I

Southland Credit Union is seeking a Branch Service Representative I to perform assigned Teller tasks associated with processing member transactions. The role involves providing exceptional member service, assisting with financial transactions, and meeting sales and service goals.

Financial Services
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Comp. & Benefits

Responsibilities

Provide exceptional member service, assist members with opening share and certificate accounts, answer questions about products and services and resolves problems that are within their authority to resolve
Assists members with financial transactions such as deposits, withdrawals, transfers, loan payments, stop payments, account maintenance, member resolution, check cashing, etc
Assess member needs through probing questions and provide solutions to those needs with SCU products and services
Meet or exceed credit union sales and service goals through the BSR scorecard program
Good working knowledge of Funds availability Act (Regulations CC) and Currency Transaction Reporting (CTR)
Maintain Production standards so that tasks are completed with minimal overtime
Ensure Balancing Standards and Controllable Loss Guidelines are adhered to at all times
Acts as a liaison between Members and various organization and departments
Maintain a clean and neat workstation with a working supply of promotional materials and forms
Performs other duties as assigned

Qualification

Member serviceFunds availability Act knowledgeSales goals achievementPC proficiencyInterpersonal skills

Required

One year or more of related experience
A high school education or GED
Good working knowledge of Funds availability Act (Regulations CC) and Currency Transaction Reporting (CTR)
Courtesy, tact, and diplomacy are essential elements of the job
PC proficient, ability to operate a computer, computer keyboard and a 10-key calculator

Company

Southland Credit Union

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SOUTHLAND CREDIT is a union which provides Consumer Loans, Mortgage Loans, Checking, Savings, Eservices and Investments services.

Funding

Current Stage
Growth Stage

Leadership Team

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Curt Bannock
CIO
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Company data provided by crunchbase