Branch Counselor
Page Mechanical Group, Inc., Woodland, CA, United States
Job Summary
Join Farmers Credit Union as a Branch Counselor (BC) and become a driving force behind exceptional member service and meaningful financial guidance. As the heartbeat of the branch, you’ll support members through everyday transactions, offer smart financial solutions, and help cultivate strong, lasting relationships. If you’re passionate about helping people, thrive in a collaborative environment, and are excited by both service and sales, this role is your chance to shine. Step into a position where every interaction matters and where your work truly helps others achieve financial well‑being.
Essential Functions
Assist members of Farmers Credit Union through maintaining and executing knowledge of products and services.
Perform day‑to‑day transactions for members including, but not limited to, deposits, withdrawals and transfers.
Answer member inquiries and provide information in accordance with Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account‑related needs.
Assist members with all aspects of the loan process such as gathering necessary documentation, running credit reports, and determining loan rates.
Balance cash drawer, branch vault, ATM, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements.
Take personal responsibility to ensure that member issues are handled properly at the first point of contact.
A BC will use their strong service skills to build and deepen the financial relationships with our members and make every interaction with them an engaging, positive and educational experience.
Consistently provide a high level of service and is committed to increasing member satisfaction and achieving successful results in the Member Service Surveys.
Demonstrate adherence to the branch service and standards in addition to enforcement and modeling of our mission statement and core values.
May provide support to the chat/online channel by assisting with member inquiries.
Target and achieve individual sales goals and support branch sales goals by managing assigned member base and proactively uncovering additional financial needs.
BCs will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, marketing, and referrals. They will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions.
Conduct sales presentations to new and existing Farmers/Select Employer Group employees to generate business.
Provide recommendations to improve the credit union’s awareness in the Farmer’s building and community.
Education
High School Diploma or Equivalent required.
Experience
At least one year of experience in customer service, sales activities, and cash handling preferably in a financial institution.
Business Banking Experience
#J-18808-Ljbffr
Join Farmers Credit Union as a Branch Counselor (BC) and become a driving force behind exceptional member service and meaningful financial guidance. As the heartbeat of the branch, you’ll support members through everyday transactions, offer smart financial solutions, and help cultivate strong, lasting relationships. If you’re passionate about helping people, thrive in a collaborative environment, and are excited by both service and sales, this role is your chance to shine. Step into a position where every interaction matters and where your work truly helps others achieve financial well‑being.
Essential Functions
Assist members of Farmers Credit Union through maintaining and executing knowledge of products and services.
Perform day‑to‑day transactions for members including, but not limited to, deposits, withdrawals and transfers.
Answer member inquiries and provide information in accordance with Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account‑related needs.
Assist members with all aspects of the loan process such as gathering necessary documentation, running credit reports, and determining loan rates.
Balance cash drawer, branch vault, ATM, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements.
Take personal responsibility to ensure that member issues are handled properly at the first point of contact.
A BC will use their strong service skills to build and deepen the financial relationships with our members and make every interaction with them an engaging, positive and educational experience.
Consistently provide a high level of service and is committed to increasing member satisfaction and achieving successful results in the Member Service Surveys.
Demonstrate adherence to the branch service and standards in addition to enforcement and modeling of our mission statement and core values.
May provide support to the chat/online channel by assisting with member inquiries.
Target and achieve individual sales goals and support branch sales goals by managing assigned member base and proactively uncovering additional financial needs.
BCs will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, marketing, and referrals. They will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions.
Conduct sales presentations to new and existing Farmers/Select Employer Group employees to generate business.
Provide recommendations to improve the credit union’s awareness in the Farmer’s building and community.
Education
High School Diploma or Equivalent required.
Experience
At least one year of experience in customer service, sales activities, and cash handling preferably in a financial institution.
Business Banking Experience
#J-18808-Ljbffr