Universal Representative

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Full Time 504 - Universal Reps Winter Springs Branch, Winter Springs, FL, US

2 days ago Requisition

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.

The position provides a competitive hourly rate (listed in job posting) and includes the following comprehensive benefits package offering:

• Free and Voluntary Life and Disability Insurance
• 401k with match up and 100% vested
• Paid Time Off
• Birthdays Off
• Tuition Reimbursement

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.

1450 Tuskawilla Rd., Suite 100
Winter Springs, FL 32708 Branch

The position provides a competitive hourly rate (listed in job posting) and includes the following comprehensive benefits package offering:
* Internal offers will be based on compensation policy.

• 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.

• 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 and fraud inquires.
  
  Will assist with handling vehicle title documents. May open new memberships and accounts depending upon branch traffic needs. Educate members about self-banking options including Online Banking, Mobile Banking, e
  - Statements, ATMs, and Remote Deposit Capture, as appropriate, and encourages member adoption. Approaches these activities with a consultative needs-based approach to identify and fulfill the best current solutions for the member. Provides timely information and quickly
  resolves and fulfills the requests.
• Handle outbound call lists weekly to increase member awareness of product offerings that best fit their financial needs. Assists in the call center queue, to include sms & chat, on a rotation basis when…