Personal Banker/Branch Service Rep

Personal Banker/Branch Service Representative Floater Responsibilities Responds to members' requests for information on various products and services, answers questions, conducts basic research on members' accounts and/or refers members to appropriate individual for solution. Receives members at assigned teller station, determines nature of member's business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers, in person, by mail, or telephone. Processes Visa cash advances and loan payments, and updates member address information. Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts. Interviews loan applicants, counsel's members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to loan Officers. Discloses and funds approved loans. In the event a loan is denied, explains reason for loan decision. Determines members' financial needs and provides products and service information to them that meets those needs.

Qualifications High school diploma, GED, or equivalent Two years of financial Institution experience Sales and service experience Excellent written and verbal communication, customer service and sales skills Personal computer proficiency with Microsoft Word and Excel Excellent critical thinking skills

Benefits Health, dental, and vision plans 401(k) plan Life insurance Paid Time Off (PTO) Plan Paid holidays Tuition reimbursement

EOE

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