Educators Credit Union · 14 hours ago
Bilingual Branch Universal Representative
Waukesha, WI, US
Full-time
Onsite
Entry Level
1+ years expEducators Credit Union is a financial institution dedicated to serving its members, and they are seeking a Bilingual Branch Universal Representative to assist both new and existing members with their financial needs. The role involves performing teller functions, resolving account problems, and promoting credit union products and services.
Financial Services
Responsibilities
Performs all teller functions, including deposits, withdrawal and loan payments, money orders, cashier's checks, transfers amounts from member accounts as directed
Post transactions to member accounts and maintain member records
Balance cash drawer and daily transactions ensuring accuracy
Greet members, in person and on the telephone while providing them with routine information concerning services
Assists members with opening and closing accounts, completing payroll deductions, direct transfers and direct deposit authorizations, answers questions about products and services and resolves problems
Perform account and file maintenance, check orders, wire transfers and all other aspects of service to our members
Actively promote marketing campaigns
Identify opportunities to educate, advise, and identify product referral opportunities
Interview members, receive loan applications and process new loans
Educate and advise member to make informed decision about their accounts to ensure our members are meeting their financial and member account information is accurate and current
Answering the phone queue to assist members on the phone, as well as in person
Performs other job-related duties as assigned
Qualification
Required
One year to three years of similar or related experience
A high school education or GED
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation
Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication
Working knowledge of established procedures, policies, processes, etc.; understanding of credit union operations; effectively communicates information to members, etc
General equipment knowledge, e.g., computer, etc
Company
Educators Credit Union
Serving Southeast Wisconsin Since 1937 Educators Credit Union was founded by teachers in 1937 so members could borrow and save money at fair and reasonable interest rates.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jimmy Justman, CPA, MBA
Chief Financial Officer
Jim Henderson
Retired - Chief Administration Officer/Business Development
Company data provided by crunchbase