Universal Branch Representative - Courthouse Branch

Position: Universal Branch Representative I - Courthouse Branch
Universal Branch Representative I
- Courthouse Branch This site uses cookies to offer you a better browsing experience. Find out more on our website: vacu.org/privacy### Universal Branch Representative I
- Courthouse Branch Apply:
Chesterfield, VA:
Full time:
Posted 3 Days Ago:
R-101925
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* Job Description:

**** PRIMARY FUNCTION:*
* ** The Universal Branch Representative performs the duties of both a Teller and Member Service Representative (platform).  This role is vital in the delivery of an exceptional member experience while supporting branch sales and service strategies.
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* JOB DUTIES AND RESPONSIBILITIES:

** Teller Responsibilities:  
* Establishes member relationships through quality service and cross selling VACU products/services to meet member needs
* Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority
* Performs paying and receiving functions with accurate balancing and reporting, including but not limited to deposits, check cashing, loan payments, miscellaneous sales, cash advances, etc.
* Disburses cash accurately and maintains a cash drawer, balancing it daily
* Verifies and balances assigned cash drawer daily with minimal cash variances.  Assists in reconciling errors or discrepancies.  Maintains adequate cash and/or cash limits as required by VACU policy
* Evaluates needs of existing and prospective members and makes daily referrals to Member Service Representatives Member Service Responsibilities:  
* Responsible for opening Memberships
* Responsible for opening all types of deposit accounts
* Able to provide assistance and maintenance on all deposit and loan accounts
* Referral based lending knowledge
* Assesses each member’s financial needs to identify, cross-sell opportunities and expand relationships
* Make appropriate referrals to deepen member relationships
* Demonstrates the ability to make appropriate decisions in the best interest of VACU and the membership
* Engage members and prospective members in a professional and courteous manner in person and over the phone
* Demonstrates flexibility around the daily needs of the members and the branch
* Possesses leadership skills to properly self-manage and guide co-workers consistently
* Possesses lobby leadership skills in order to maximize exceptional member experience
* Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform and teller line, including Security and Information Security
* Answers member inquiries and cross-sells products and services of the credit union when appropriate.
* Responsible for handling member transactions quickly and efficiently in a courteous manner within established policies and procedures and to identify and assist in member needs in a proficient and professional manner
* Meets member needs by maintaining appropriate knowledge of all VACU products and services
* Answers the phone and responds to member phone inquiries professionally and accurately
* Building and retaining member relationships by performing follow – up and courtesy calls to members.
* Meets expectations in all areas of teller and MSR performance documentation including service quality, operations, and sales
* Provides quality service by following all member service expectations
* Handles troubleshooting and special assignments in support of supervisor.
* Responsible for ensuring that business goals and individual member service and sales goals are consistently met.
* Responsible for delivering high quality service and needs based sales to members
* Required notary certification. Must stay informed of all notary rules and regulations.
* Comply with all published enterprise level policies and procedures…