Universal Representative - Eustis

Insight Credit Union is looking for a passionate trusted financial advisor who has the desire to provide an excellent service experience to our members. A Universal Representative must Must be engaging, energetic, and personable to complete processes quickly while building a trusted financial advisor relationship with members. Is passionate about servicing members and consistently delivers high volume of sales production.

Assists with teller transactions and account services. Time spent in various aspects of this role will vary depending upon branch traffic and needs . This position is located in our Eustis Branch at: 15120 U.S. Hwy. Eustis, FL 32726 Compensation & Benefits:
The position will provide a competitive hourly rate starting at $18.50 per hour . All of current open positions are Full Time which includes a comprehensive benefits package offering:
Medical, Dental, Vision Free and Voluntary Life and Disability Insurance 401k with match up and 100% vested Paid Time Off Birthdays Off Tuition Reimbursement Schedule & Training:
Shift includes 32- 40 hours per week between Monday - Friday (8am - 6pm), Saturday (9am - 12pm). Hours will be based on the needs of the department. The position provides a training program at one of our training locations.

Experience:

O ne year to three years of similar or related experience.

Education:

A high school education or GED. Interpersonal

Skills:

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other

Skills:

Able to operate a 10-key calculator and computer keyboard.

Physical Requirements:

While performing the duties of this job, the employee is regularly required to talk or hear, sit or stand and walk or maneuver around the branch. Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment. Insight Credit Union is an EO Employer, including Disability/Vets. Must be able to pass a credit and background check. Any job offer is contingent on credit and background results. For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

(Use the "Apply for this Job" box below). Responsibilities &

Qualifications:

Consistently produces a high volume of sales production while servicing both on the teller line and platform. Seeks to find opportunities to improve financial lives by offering products that will benefit the member. Consistently meets or exceeds credit union monthly, quarterly, and annual sales referral goals. Will be expected to refer deposit accounts, consumer loans, and general services. Will also be expected to refer mortgage and commercial loans to appropriate credit union departments.

Identify future opportunities to serve the member's financial needs and follows up at the appropriate time to deepen member relationship. Receives and processes/posts member/nonmembers financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed. Balances cash drawer and daily transactions to include start of day and end of day reports.

Assures that appropriate records are maintained. Researches and resolves any outages before reporting overage or shortages to management. Delivers exceptional member service by ensuring timely response to member and visitor requests. Initiates a warm and welcoming environment from the moment they enter the branch. Assess requests using consultative and needs-based discussions to determine the best servicing channel, i.e. teller line, branch lobby or video office.

Guides the member seamlessly, through any process, sales, service, and any channel, phone, branch, OLB, mobile. Assists with initiating and completing a variety of services, including but not limited to account maintenance, debit card and check orders, wire transfers, ACH requests…