Part Time Universal AGENT FLOAT

Primary Summary

This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face‑to‑face interaction. The Member Ambassador must have a thorough understanding of the member’s transaction requirements and must be able to effectively communicate all available options. They will educate members about our sales and service delivery options, refer the appropriate products and services that match the member’s needs, and refer members to the appropriate source or channel to address their specific obligations.

Responsibilities also include processing routine transactions—receiving and paying out money, keeping records of money and negotiable instruments—in an efficient, friendly and accurate manner.

• Conduct all member account functions, including teller transactions, processing requests for new accounts and services, providing counseling and cross‑selling appropriate products or services to benefit the member and achieve established sales goals, interviewing members, and processing applications for all types of credit cards and consumer loans. Review documentation for completeness and accuracy according to compliance guidelines; ensure the teller cashbox balances on a daily basis;
  
  research and resolve cashbox errors.
• Assist with a wide variety of member services including account maintenance, safe deposit box maintenance, resolve member inquiries and account reconciliations, manage outgoing wires and ACH transactions, resolve disputes, address fraud issues, serve as notary public, and close accounts.
• Troubleshoot and resolve member and internal inquiries in a timely, professional, and accurate manner. Inform and advise members of status or enhancements to current account activity and suggest resolutions for disputes.
• Answer and route telephone calls, take messages, provide information, and direct calls to the appropriate staff as necessary.
• Contribute to the overall success of the branch in working toward branch deposit and member goals; adhere to all service standards set by the credit union.

Must comply with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Six months to two years of similar or related experience, including time spent in preparatory positions. Bilingual proficiency is highly preferred.

A high school degree or GED is required.

A significant level of trust and diplomacy is required to be an effective subject matter expert in this position. In-depth dialogues, conversations, and explanations with members, reports, and external vendors must handle sensitive and confidential information. Communications must involve motivating, influencing, educating, or advising others on matters of significance.