Dupaco Community Credit Union · 1 day ago
Branch Service Representative (Marion)
Marion, IA
Full-time
Onsite
New Grad, Entry Level
$21.69/hr - $21.69/hrDupaco Community Credit Union is seeking a Branch Services Representative to enhance member relationships and promote financial services. The role involves processing transactions, assisting members with account management, and engaging in cross-selling while ensuring compliance with regulations.
Employee BenefitsFinanceFinancial Services
Responsibilities
Accurately process a variety of transactions for members including but not limited to deposits, withdrawals, transfers, and loan payments and assist members in the lobby
Assist and educate members with Interactive Teller Machines (ITMs) as needed
Balance cash drawers and reconcile transactions at the end of the day
Open member accounts, including checking, savings, and certificates of deposit (CDs) and offering full -family membership to new and existing members
Accurately close member accounts
Responsible for assisting members through a Visa application by communicating approval/denial and process balance transfers
Perform account maintenance tasks such as updating personal information and managing account inquiries
Educate members on features, benefits, and fees of the credit union and Dupaco products and services
Cross Sell Dupaco Products and services by engaging, identifying, and advocating for digital services by highlighting benefits, addressing potential concerns, and demonstrating how they can enhance the member’s experience to support the branch and organizational goals
Proactive outreach and outbound calls to members as assigned
Perform Money Makeovers and Credit History Lessons and identify opportunities to deepen the relationship with the member by offering products and services
Identify and refer potential leads for specialized services, such as Mortgage Loans, Business Loans, Business Services, Dupaco Insurance Services, Dupaco Financial Services, etc
Assist with branch operations, including opening and closing procedures, cash handling equipment and machines, including balancing, servicing, and reconciling
Ensure adherence to all credit union regulations, policies, and compliance procedures and requirements
Utilize available resources and tools to detect and report suspicious activities and transactions
Participate in branch meetings and training sessions to stay current on Dupaco policies and products
Perform other duties as assigned
Qualification
Required
High school diploma or equivalent
Previous customer services or equivalent experience
Excellent interpersonal and communication skills to represent the financial institution in a positive and professional way when dealing with membership, and other staff members
Strong problem-solving skills, and an aptitude for learning new technologies
Strong attention to detail
Preferred
Fluent in both English & Spanish (Bilingual)
Previous cash handling experience
Benefits
Generous 401k match
Company
Dupaco Community Credit Union
Dupaco Community Credit Union specializes in financial services & offers insurance, investment, business loans & employee benefit programs.
Founded in 1948
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Matt Dodds
Chief Operating Officer
Lisa Bowers (she/her)
Chief People Officer
Recent News
2023-12-27
Company data provided by crunchbase