Branch Specialist
Job Description:
ServU Credit Union offers a workplace where employees feel valued. In a world of technology and automation, we know that our employees provide the meaningful touchpoints that our membership wants and needs. We are dedicated to the growth and success of our employees. We provide a healthy work-life balance and a supportive work environment.
ServU’s mission statement is “to responsibly serve the financial needs of our membership in a manner than exceeds their expectations.” We are member focused and are proud to serve 17 counties in our local area. We are committed to offering financial services as well as giving back through community events.
ServU provides a comprehensive benefits package including major medical, competitive salaries, 401(K) and generous paid time off. To find out more about ServU, please visit our website at servucu.com.
JOB SUMMARY:
Serve as an ambassador between the member and the credit union. This role covers a broad range of activities including, but not limited to, transaction processing, new accounts, loan processing, and customer service. Responsible for following all policies and procedures, while providing a professional, courteous and efficient customer service to our members.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Obtain a thorough working knowledge of all Credit Union products.
Provide coverage on teller line, member services, lending and receptionist desk
Interact with members to explain, promote and offer products as appropriate
Greet and respond to member inquiries, requests, or problems. Handle complaints as necessary
Assist members with stop payments, photo copies of share drafts, payroll deduction, Debit and credit cards, online banking, bill pay, RDC, telephone teller, cross member transfers, IRAs, Share Certificates, travel notice and address changes
Complete Gpod, morning branch totals, processing mail and night drop
Any other duties as assigned by supervisor/management
Community involvement is a requirement of this position as outlined in the ServU Employee Handbook
Comply with all safety and security policies, practices and procedures. Report any unsafe or suspicious activities to your supervisor
Complies with all federal, state, and organizational policies, procedures, and processes, including (but not limited to) the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Performs related responsibilities as required
Transactions:
Process transactions: deposits, withdrawals, transfers, check cashing, loan payments, money orders, official checks, cash advances, wires, check orders, merchandise
Assist with cleanliness of work and office areas and maintenance of machinery
Member Services:
Open new memberships, share draft, share certificates, IRA’s, debit card, and other services as requested
Process member check orders, US Savings bond redemptions, and Foreign Item for deposit
Obtain a thorough knowledge of requirements for special accounts: Custodial, Rep Payee, Court Ordered, Burial, Deceased, Trust, Power of Attorney, Organization and Business Accounts
Lending:
Interview and gather member information for loan requests, pull credit reports, process approved or denied loans, disburse loan proceeds
Complete loan check-backs
QUALIFICATIONS / REQUIREMENTS:
Strong social skills and professional appearance
Team player with department and other branch staff
Ability to handle multiple tasks simultaneously
Excellent grammar and communication skills
Organization skills with attention to detail
Strong computer skills
Timeliness and attendance are essential
Sitting or standing for extended periods of time
Ability to lift up to 25lbs
This job will require training to be completed at other ServU locations, as the Penn Yan office is not yet operational.
The actual compensation will be determined based on experience and other factors determined by law.
ServU Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
Job Type: Full-time
Pay: $18.00 - $22.38 per hour
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
People with a criminal record are encouraged to apply
Work Location: In person