Associate Banker

Full‑time Regular Technical, Pembroke Pines, FL, US

Purpose:

The primary function of this job is to provide outstanding service to members by promoting and selling Credit Union services and products to new and existing members and by fully using job‑relevant technical skills, maintaining/updating technical skills, and seeking to enhance service skills. This position is a three‑level job progression track, which requires the employee to be proficient in one or more of the following areas:
1) provide teller services to members,
2) perform back‑office teller/administrative duties, and
3) provide service delivery coordination to members. Requires the employee to be proficient in a minimum of one function within the first year of employment. Position advancement will occur when an additional skill is achieved. All front‑office positions are high visibility/high volume and require the ability to make decisions within established guidelines, the willingness to work within a sales environment, and the ability to be a team player in an organization that values the spirit of teamwork.

• Responsible for meeting established sales goals for WFF products and services
• Responsible for producing sales referrals for new accounts and loans as assigned
• Follow WFF’s service guidelines
• Possess thorough knowledge of all products and services
• Explain Credit Union products/services to members
• Refer members to appropriate departments as required
• Process member account inquiries and respond to member problems
• Adhere to work environment maintenance standards
• Assist in maintaining membership records confidentially
• Notarize documents for members and staff
• Monitor lobby to identify potential security risks
• Perform specific and delegated duties as assigned by management

• Provide excellent member services at all times
• Process and post monetary and related transactions
• Process checks and apply appropriate holds
• Perform internal teller‑related duties including identifying cross‑selling opportunities and referring members to other teammates.
• Follow established cash drawer and cash handling procedures
• Reconcile/balance cash and transactions within guidelines
• Follow established security procedures
• Process night drop and mail deposits
• Ensure confidentiality of member account information
• Deter fraud whenever possible
• Responsible for resolving member inquiries and account disputes
• Activate new accounts
• Close existing accounts as needed
• Knowledge of Cash Dispensing Machine operations and balancing (if applicable)
• Responsible for compliance with Bank Secrecy Act and Credit Union procedures related to completion and filing of Currency Transaction Reports
• Balance branch
• Process cash shipments (incoming, outgoing, and ordering)
• Receive and sell cash/coin
• Prepare coin/mutilated money shipments
• Balance and audit Cash Dispensing Machine (if applicable)
• Maintain reserve supplies and balance money order inventories, official/cashier’s checks, and other stock as may be assigned
• Process large ATM deposits
• Balance ATM
• Assist with Branch audits
• Coach other Associate Bankers
• Train new Associate Banker and provide continual mentoring for Associate Banker trained
• Open additional savings‑products using established procedures
• Cross‑sell products/services when appropriate and close sales
• Provide error resolution and effectively solve complex account service issues

• Greet members in branch locations and determine the nature of member’s business
• Ensure members receive service in a timely manner
• Demonstrate the use of service delivery systems and direct members to the appropriate delivery channels
• Display a thorough knowledge of all Credit Union products/services and explain products/services to members
• Demonstrate knowledge of Phone Service and Support Services job functions
• Demonstrate knowledge of safe deposit box procedures
• Process member account inquiries and assist members with problem resolutions
• Cross‑sell additional products/services when appropriate and close sales
• Responsible for producing sales referrals for new accounts and loans as assigned
• Ex…