Southland Credit Union

Part-time Branch Service Representative I

US-CA-Los Alamitos
ID
2017-1235
Type
Regular Part-Time

Role

This entry-level 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.

Major Duties and 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.

 

Receive 95% or higher on quarterly Branch Secret Shop 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.

Knowledge and Skills

Experience: 6 months related experience.

 

Education: A high school education or GED.

 

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.

 

Other Skills: Able to operate a ten key calculator, typewriter and computer keyboard.

 

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Southland Credit Union is an Equal Opportunity Employer.

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