Branch Service Representative I

Southland Credit Union • Carson, CA

1d

About The Position

This position performs assigned Teller tasks associated with the processing of member transactions such as receiving and disbursing funds, posting deposits, loan payments and processing mail transactions as required. Reporting to the Assistant Branch Manager, the BSR position is accountable for meeting or exceeding pre-established Sales & Service Goals.

Requirements

• 1 year of cash handling experience
• Member service focus with experience handling complex transactions across multiple systems
• Experience working with others on a team to meet member needs
• PC proficiency, ability to operate a computer, computer keyboard and a 10-key calculator.
• A high school education or GED.
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves personalcontact with others inside and/or outside the organization, generally regarding routine mattersfor purposes of giving or obtaining information which may require some discussion.
• Excellent member service and conflict resolution skills
• Strong problem-solving abilities
• Clear and open communication skills
• Strong time-management skills and ability to multi-task
• Organized, responsible and takes initiative and works independently
• Strong teamwork skills

Responsibilities

• Provide exceptional member service, assist members with opening share and certificateaccounts, answer questions about products and services and resolves problems that are within their authority to resolve. Assists members with opening and closing accounts; answers questions about products and services and resolves member problems; refers problems that are beyond their authority to the branch manager.
• Assists members with financial transactions such as: deposits, withdrawals, transfers, loanpayments, stop payments, account maintenance, member resolution, check cashing, etc.
• Assess member needs through probing questions and provide solutions to those needs with SCU products and services.
• Meet or exceed credit union sales and service goals through the BSR scorecard program.
• Good working knowledge of Funds availability Act (Regulations CC) and Currency Transaction Reporting (CTR).
• Maintain Production standards so that tasks are completed with minimal overtime.
• Ensure Balancing Standards and Controllable Loss Guidelines are adhered to at all times.
• Acts as a liaison between Members and various organization and departments.
• Maintain a clean and neat workstation with a working supply of promotional materials and forms.
• Performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED