Branch Specialist Floater

Branch Specialist Floater I

The Branch Specialist is an important role that requires a dependable and flexible incumbent that is capable of travelling to all Tower community and sponsor branches and Member Service Center with ability to perform the tasks of each position relevant to and necessary to meet business needs. Cross-selling a full range of financial products and services and maintain individual sales and referral standards is integral to meeting company goals.

Performs administrative duties, system data entry and information retrieval, ensures compliance with Federal and State regulatory statutes, as well as internal policies and procedures.

The Specialist must be aware and follow security procedures for all locations. Acts as primary contact for all potential, new, and existing members and executes all types of share and loan services, accepts various applications, determines membership eligibility, and makes sound recommendations for lending. A broad scope of knowledge about products, services, regulations and the overall functions and procedures of branches and other operational departments is required.

The Specialist provides on the job coaching where applicable to support branch needs. Delivers training evaluation and guidance for both new and existing Teller and MSR employees. Under the direction of Manager, Branch Operations provides ongoing coaching support to Specialist team to meet and maintain departmental sales goals. Provides ongoing support to Manager, Branch Operations and Manager, Business Systems with direct input for testing of system upgrades, releases and operational process improvements.

Assists with development of procedures for same. As directed by the Manager Branch Operations, provides support to other TFCU departments, on an as needed basis, to support special initiatives, projects or departmental vacancies.

Principal accountabilities and functions include serving as a primary contact for all potential, new and existing Members and services all share and loan requests. Performing teller duties and maintaining teller standards. Interviews, evaluates and underwrites loan applications for all types of consumer and home equity loans. Cross-selling a full range of financial products and services to Members. Ensuring proper identification and eligibility requirements of members by following Credit Union policies and procedures for member Identification and following established security measures to guarantee the confidentiality of our membership.

Performing administrative and teller duties to support an outstanding level of member service, where timeliness, accuracy and follow-through are critical ensuring compliance with all Tower policies and procedures and Federal and State regulatory statues. Demonstrating proficiency with all required systems and ensuring all entries are complete and accurate.

Required qualifications include a high school diploma or an equivalency certificate, one year of experience providing direct customer/member service preferably in a business office setting, or an equivalent combination of education and experience. Demonstrated interpersonal skills to positively represent the Credit Union during member interaction. Ability to operate PC in a Microsoft Windows environment. Ability to operate Microsoft Office applications (Word, Excel, PowerPoint) with proficiency.

Ability to use computer-based training and e-learning programs/resources using developmental software, relevant Internet and Intranet applications. Ability to enter data, sort and extract, understand the application of and interpret for other information derived from database systems. Ability to map PC workstations when floating between multiple and varied locations. Ability to operate branch site with no other Senior or Supervisor Ability to make sound judgments while conducting member transactions.

Ability to lead branch team and direct staff members in daily branch operations, train, coach and motivate team. Ability to handle physical security of branch and adhere to all controls in place (Specialist III) Ability to serve as branch resource for more complex computer and…