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Branch Rep Northgate

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Job Description

FLSA Status: Non-Exempt

Seattle Credit Union is proud to be an Equal Opportunity Employer/Affirmative Action employer.  All qualified applicants, including minorities, women, veterans, individuals with disabilities are encouraged to apply.

 

Role at Seattle Credit Union

 

Provides effective and efficient service to membership in all operations while following the Credit Union policies, procedures and guidelines.

Essential Job Functions

  • Processes most member transactions.
  • Supports, promotes and cross-sells Credit Union products and services.
  • Open new accounts and establish member relationships, as the first point of contact
  • Provides information and applicable forms concerning products and services.
  • Interviews members to analyze and determine members’ needs.
  • Balances at end of each business day.
  • Maintains required records
  • Answers incoming phone lines and, if necessary, directs calls to the appropriate personnel.
  • Maintains product sales in accordance with branch goals.
  • Converts qualified referrals to new business in accordance with supervisor goals.
  • Maintains a Quality Loop satisfaction rating in accordance with credit union goals by providing high quality service based on our service standards
  • Demonstrate effective sales and services interactions using the Member Interaction Model.
  • Maintains knowledge of SCU’s Bank Secrecy Act policy, procedures, and practices to meet compliance requirements
  • Other duties may be assigned.

Working Conditions

  • Direct exposure to robbery.
  • Work is performed in an office environment.  May be required to attend off-hours and off-site meetings.
  • Physical effort may be required to lift bags of coins, supplies such as boxes of copy paper, transaction receipts, computer paper, and checks up to 50 lbs.
  • May be required to work Saturday hours.

Qualifications

 

Knowledge

  • Education or job knowledge equivalent to high school education.
  • Comprehensive knowledge of state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg Z, and the Bank Secrecy Act.
  • Comprehensive knowledge of credit union history and its philosophy preferred.

Skills

  • Accurate 10-key skills.
  • Accurate keyboarding/typing skills.
  • Good communication skills.
  • Strong people and customer service skills.

Abilities

  • Ability to communicate with tact, discretion, and courtesy within and outside the organization.
  • Ability to perform basic math calculations.
  • Ability to operate various office equipment.
  • Ability to handle stress in a high volume and fast-paced environment.
  • Must maintain very satisfactory attendance.
  • Professional appearance and demeanor.

Experience

  • Minimum six months of retail/customer service.
  • Minimum six months of previous experience working with sales goals, referral goals, appointment or member attainment goals or up-selling products

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed above are representative of the knowledge, skills and/or abilities required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

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