Position Title: Branch Services Representative

Department: Branch Services

FLSA Classification: Non-Exempt

Reports to: Branch Services Supervisor

Pay Commensurate with Experience

Employee Benefits

In addition to competitive pay, we are proud to offer a comprehensive benefits package.

• Paid Employee Medical And Dental Insurance; UHFCU pays 100% Of The Base Employee Coverage
• Medical and Dental Plan Premium Waiver Option
• Eleven (11) Company Paid Federal Holidays Plus Four (4) Company Paid Personal Holidays
• Eligible to Earn Ten (10) Days Paid Vacation; Increases With Years Of Service
• Paid Sick Leave
• 401(k) Retirement With Employer Match And Profit Sharing
• Employee Loan Discount
• UHFCU Subsidizes 50% For Monthly Bus Pass
• Flexible Spending Accounts: Healthcare and Dependent Care (Pre-Tax Benefit)
• Credit Union-Paid Benefits Such As Group Term Life With AD&D Insurance, Long Term Disability Insurance And Long Term Care Insurance
• Employee Assistance Program (EAP)
• Internal and External Professional Development Opportunities
• And Many More!

Position Purpose:

To assist members by processing a variety of financial transactions in an accurate and timely manner. Keep accurate member and financial records in compliance with regulatory standards. Significant member encounter position providing transactional support to credit union members and staff. Actively handles and provides credit union products and services in accordance to member needs adhering to guidelines of the established production programs and delivers account statuses.

Essential Functions:

• Accurately and efficiently processes regular counter transactions involving member accounts (deposits, withdrawals, check cashing, etc.).
• Processes check deposits through Check 21 solution.
• Answers general financial questions and refers complex member requests to management.
• Compiles regulatory reports in accordance with credit union policies and procedures adhering to state/federal governing entities.
• Accountable for individual cash management, safeguarding all cash/negotiable instruments and proper balancing standards.
• Administers informational materials and cross-sells credit union products/services to members.
• Performs other duties as assigned.

Performance Standards:

• Meets strategic objectives for level of service and quality care (Net Promoter Score)
• Correctly processes member cash and non cash transactions
• Responds quickly to staff and member requests with the highest level of accuracy
• Supports efficient production levels at branch level.

Qualifications:

Education/Certification: High school diploma or GED is required.

Required Knowledge: Basic understanding of MS Word & Excel, preferred

Experience Required: Minimum 1 - 2 years cash handling and/ customer service experience in a fast-paced work environment

Preferred experience within the banking, credit union, or financial industry

Skills/Abilities: Customer service oriented

Excellent written and verbal communication skills; mathematical skills

Ability to work quickly and with accuracy, especially when frequently conveying detailed or important instructions

**Valid driver’s license required with clean abstract and vehicle to drive to a branch when scheduled.

Activities and Requirements of this Position:

Repetitive Motion: Movements frequently and regularly required using wrists, hands, and/or fingers.

Communication Skills: Must frequently convey detailed or important instructions of ideas accurately and quickly.

Visual Abilities: Average visual acuity necessary to read, prepare and inspect documents or products.

Hearing: Able to hear average or normal conversations and receive information.

Physical Strength: Sedentary work (sitting most of the time). Able to lift and carry up to 25 lbs.

Reasoning Ability: Able to apply common sense understanding to carry-out detailed instructions and to deal with problems involving variables.

Mathematics Ability: Able to perform basic math skills including adding, subtracting, multiplying and dividing using a calculator.

Language Ability: Able to write and compose sentences using normal word order with present and past tenses, as well as a command of the English vocabulary.

Working Conditions:

Air-conditioned, smoke-free office setting.

Business Hours & Attendance Requirements:

Monday through Saturday. Business hours are subject to change. Please note that scheduled attendance requirements may change due to business needs. Must be able to work additional hours, weekends, and holidays as needed.