Personal Banker​/Branch Service Rep

Personal Banker/Branch Service Representative Floater Responsibilities

• Responds to members' requests for information on various products and services, answers questions, conducts basic research on members' accounts and/or refers members to appropriate individual for solution.
• Receives members at assigned teller station, determines nature of member's business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers, in person, by mail, or telephone.
• Processes Visa cash advances and loan payments, and updates member address information.
• Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
• Interviews loan applicants, counsel's members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to loan Officers.
• Discloses and funds approved loans. In the event a loan is denied, explains reason for loan decision.
• Determines members' financial needs and provides products and service information to them that meets those needs.

• High school diploma, GED, or equivalent
• Two years of financial Institution experience
• Sales and service experience
• Excellent written and verbal communication, customer service and sales skills
• Personal computer proficiency with Microsoft Word and Excel
• Excellent critical thinking skills

• Health, dental, and vision plans
• 401(k) plan
• Life insurance
• Paid Time Off (PTO) Plan
• Paid holidays
• Tuition reimbursement

EOE