Universal Branch Representative 1 jobs in United States
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Enrichment Federal Credit Union · 2 weeks ago

Universal Branch Representative 1

Enrichment Federal Credit Union is a non-profit organization focused on serving its members. The Universal Branch Representative 1 assists members with their financial needs, including cash handling and guiding them through loan inquiries and new accounts.

Financial Services

Responsibilities

Completes account transactions efficiently with a high level of accuracy ensuring the Credit Union maintains a good image
Educates members on emerging bank/credit union technology and digital solutions such as mobile, online, and ATM to make their banking experience easier
Processes and balances various types of monetary transactions including deposits, withdrawals, and cashing checks within guidelines
Maintains security of cash drawer, negotiable instruments, and credit union documents to ensure confidentiality of members’ accounts to protect members. Maintains high level of accuracy and security. Meets balancing standards consistently
Processes loan payments, mortgage payments, as well as issues gift/travel cards, and cashier’s check requests
Demonstrates knowledge of products and services. Promotes, recommends, and refers products and services to meet the member’s needs
Identifies and reports fraudulent activity
Meets or exceeds established service goals. Scores consistently with Member Shop program
Builds member relationships, committing to increased member satisfaction by setting achievable member expectations, assuming responsibility for solving members’ problems and assuring commitments to members are met
Processes account opening and maintenance. Consistently receives minimal audit exceptions from the Membership Officer
Answers questions on basic inquiries for Individual Retirement Accounts (IRA) and Health Savings Accounts (HSA)
Completes special projects or other duties as assigned by the Senior Branch Officer or Branch Manager

Qualification

Customer serviceVerbal communicationAttention to detailFraud detectionBasic math skillsTime managementDigital solutions knowledgeTeam collaborationProblem solvingAdaptability

Required

Two or four-year college degree preferred or equivalent member/customer service experience in related field
Ability to engage members in conversation confidently through strong verbal and written communication
Ability to listen, educate and influence members regarding Credit Union products and services
Skilled at building relationships
Ability to complete work accurately and efficiently, paying close attention to detail
Skilled at maintaining a high level of performance with a commitment to excellence
Ability to identify potential fraudulent and suspicious activity
Skilled in time management, organizing work and focused on meeting deadlines
Ability to handle multiple projects simultaneously
Ability to embrace innovation and technology
Knowledge of multiple software programs and digital work
Ability to support team goals with a positive attitude
Ability for flexibility to meet deadlines and share responsibilities
Knowledge of basic math and counting skills
Knowledge of Credit Union department operations to help troubleshoot, problem solve and resolve issues
Ability to offer solutions that best serve the member
Ability to work independently or as part of a team
Ability to maintain the confidentiality of member information
Knowledge of security procedures and guidelines
Requires sitting 6-8 hours a day; Stress related to important decisions
Must be able to work a flexible schedule to include weekends and occasional after hours as necessary

Benefits

Medical, Dental, and Vision Insurance
Company paid Long-Term Disability, Basic Life, and AD&D
401k and Company Match
Vacation, Sick time, and Holiday pay
Employment Assistance Program
End of Year Bonus

Company

Enrichment Federal Credit Union

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Enrichment FCU is here to enrich financial life with exceptional products and services through your entire life journey.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase