Apply on Employer Site

Sun Community Federal Credit Union · 3 weeks ago

Universal Service Representative

Indio Branch, Indio, CA, US

Full-time

Onsite

Entry Level

$20/hr - $28.75/hr

1+ years exp

Sun Community Federal Credit Union is a financial institution focused on providing exceptional member experiences. The Universal Service Representative is responsible for assisting members with their financial needs, processing transactions, and promoting credit union products and services to achieve sales goals.

FinanceFinancial ServicesInsuranceNon Profit

Responsibilities

Accurately processes routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings

Actively works on the platform when scheduled or requested by management. Opens new accounts, new shares for existing members and all credit card type accounts. This includes interviewing potential and existing members to determine appropriate products and services which will meet their financial needs

Actively cross-sells and properly tracks products and services referred or sold to members to meet individual and branch sales goals by directly assisting or referring the member to the appropriate representative or department according to the minimum sales standards set by SUN. When referring, assists with appointment setting and information gathering

Balances checks and cash drawer in a timely manner. Actively participates in branch end-of-day balancing by scanning checks, providing dual control to balance the vault cash and card supplies, and totaling branch cash and checking to ensure all confidential information is secure. Research end of day balancing challenges and supports team members. Provides an extraordinary experience to our members adhering to the Credit Unions Vision, values, and strategic pillars. Works efficiently with team members to reach branch goals and maintain branch profitability. Remains up to date and knowledgeable on credit union products, services, and related policies and procedures. Processes member loan requests, and completes any follow up needed to complete the loan request. Assists team members to ensure continuity of service and achievement of individual, team and organizational goals

Ability to adapt, blend with different branch locations and staff members to ensure extraordinary member experience no matter what the physical location maybe

Ensures “Truth in Savings” compliance. Completes annual compliance training within provided time frames. Ensures compliance with BSA Rules and Regulations

Reliable attendance is an essential function of this position

Is a champion of our culture, striving for excellence, improving efficiencies, a sense of urgency, solution oriented, able to get to yes and willing to do what it takes to provide extraordinary member experience. Demonstrates the “customer performer model” and CML skills when interacting with colleagues and members

Good communication and coordination exist with team members to support and achieve the goals of branch and SUN

Documents, files, records, and reports are current, correct, and submitted in a timely manner. All reporting functions follow government regulations. Accounting or record keeping errors or discrepancies are promptly identified and resolved. Policies and procedures are modified to ensure effective and efficient service delivery

Member Experience delivered professionally and effectively

Qualification

IRA lawsCredit Union Information SystemsMicrosoft OfficeBasic math skillsPeople skillsWell organizedEffective communicationAttention to detailTeam player