Branch Service Representative - JFK; Bilingual-Spanish

Overview

As a Branch Services Representative, you'll process transactions, assist members with account management, and educate them on products and services. You’ll also engage in cross-selling, conduct proactive outreach, and support branch operations while ensuring compliance with regulations. Your role is crucial in enhancing member relationships and promoting financial services.

• Accurately process a variety of transactions for members including deposits, withdrawals, transfers, loan payments, and assist members in the lobby.
• Assist and educate members with Interactive Teller Machines (ITMs) as needed.
• Balance cash drawers and reconcile transactions at the end of the day.
• Open member accounts, including checking, savings, and certificates of deposit (CDs) and offering full-family membership to new and existing members.
• Accurately close member accounts.
• Assist members through a Visa application by communicating approval/denial and process balance transfers.
• Perform account maintenance tasks such as updating personal information and managing account inquiries.
• Educate members on features, benefits, and fees of the credit union and Dupaco products and services.
• Cross-sell Dupaco products and services by engaging and highlighting digital services and how they can enhance the member’s experience to support branch and organizational goals.
• Proactive outreach and outbound calls to members as assigned.
• Perform Money Makeovers and Credit History Lessons and identify opportunities to deepen relationships by offering products and services.
• Identify and refer potential leads for specialized services (e.g., Mortgage Loans, Business Loans, Business Services, Dupaco Insurance Services, Dupaco Financial Services).
• Assist with branch operations, including opening and closing procedures, cash handling equipment and machines, balancing, servicing, and reconciling.
• Ensure adherence to all credit union regulations, policies, and compliance procedures and requirements.
• Utilize available resources and tools to detect and report suspicious activities and transactions.
• Participate in branch meetings and training sessions to stay current on Dupaco policies and products.
• Perform other duties as assigned.

• The ability to communicate with Spanish-speaking members
• High school diploma or equivalent
• Previous customer service or equivalent experience
• Fluent in both English & Spanish (Bilingual) preferred
• Previous cash handling experience preferred
• Excellent interpersonal and communication skills to represent the financial institution in a positive and professional way
• Strong problem-solving skills and an aptitude for learning new technologies
• Strong attention to detail