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. Interviews, evaluates and underwrites loan applications for all types of consumer and home equity loans. Cross-sells a full range of financial products and services to Members. Meets and maintains sales goals as determined by V.P. Branch Administration.

Initiates telephone and/or direct mail contact to new and existing Members to enhance the relationship, ensure satisfaction, and cross-sell additional products. Ensures proper identification and eligibility requirements of members by following Credit Union policies and procedures for member Identification and follows established security measures to guarantee the confidentiality of our membership.

Performs 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. Demonstrates proficiency with all required systems and ensures all entries are complete and accurate. Provides on the job coaching, evaluation and documentation of the achievements of new and existing Tellers and MSR's.

Communicates job readiness of employee to branch supervisors, Manager, Branch Operations, and Training/OD) Supports both new and existing employees on the job, to enhance skill level, ensure optimum performance and/or diagnose performance issues.

Responsible for timely follow up with new and existing Teller or MSR employees to help ensure successful transfer of skills and knowledge from training to the job. This will require collaboration with the supervisors and seniors evaluating and coaching employees on the job, where applicable, to assess and identify the need for additional training or other learning to meet requirements. Provides direct support to Manager, Branch Operations to test system enhancements and provides reporting on findings to ensure effective resolution.

Under the direction of Manager, Branch Operations assists with updates to trainings materials related to system enhancements and resources and provides coaching regarding procedural changes to front line staff.

Responds promptly to member inquiries and requests and performs file maintenance for information regarding a full range of products/services to include: savings, checking, certificates, IRAs, loans, etc. Interviews, evaluates and recommends to Members TFCU products, services and loans to adequately meet the needs and financial goals. Advises Member of relevant account features and/or restrictions and discloses all pertinent account information required by law.

Researches and resolves account problems and discrepancies to include error resolutions, and fraud/ACH affidavits. Makes necessary corrections and resolutions, as appropriate.

In Branches where Safe Deposit service is available, responsible for the opening, closing and file maintenance of all Safe Deposit boxes for the membership in compliance with Credit Union policy and…