Set the standard for quality member service for more junior employees. Provide exceptional brand experiences for our members or a prospecting Member by delivering valueadded service to members including cash and banking services and proactively identify opportunities to promote other member services to support member success. Complete all administrative duties accurately and as per required timelines first time right as well as act as act as primary treasury custodian.
Differentiating Accountabilities Duties may vary by branch location and size):
- Create a personal and exceptional Member experience (both at the front counter and/or by phone) by developing and deepening relationships maintaining regular communication answer inquiries providing timely responses valueadded information and advice to Members while always striving to increase Member satisfaction through service provided.
- Act as primary treasury custodian. This includes and is not limited to; verification and balancing of treasury cash all incoming cash parcels & outgoing cash parcels. Act as the custodian for Safety Deposit Boxes. Act as a joint custodian for other safekeeping items and all engraved documents and forms.
- Handle Member requests for deposits withdrawals transfers identify and fulfill members financial services need and other basic transactions. Assist members with ATM MasterCard and Debit Cards by accepting payments applications encoding of new cards and inquiries.
- Complete all administrative duties accurately and as per required timelines. This includes and is not limited to; ATMs Audit support accurate completion of assigned reports ensuring FINTRAC guidelines are met administer CAFT EFT clearings and related functions.
- Promotes credit unions products and services when a need or opportunity specific to the member is identified by offering a full range of financial services including registered and nonregistered investments and basic loan services. Make referrals to specialists and advisors as required.
- Lead and support training of employees. Complete care calls credit card applications open account types and demands as required and find referral opportunities. Proactively resolve Member concerns and refer to Manager when required.
- Improve efficiency and simplicity while supporting a culture of innovation utilize all procedures as appropriate for organizational consistency in application and including being personally accountable to ensure that you have read understood and have implemented your daily work resulting in a satisfactory rating on all branch audits while constantly producing innovative solutions to create efficiencies in your work.
- Foster truly local banking by identify opportunities to develop business within the community and attract new Members by establishing centers of influence outside the branch and participating in community and branch events as a brand ambassador.
- Perform other assigned responsibilities.
Qualifications :
- 3 years working in a credit union or bank branch.
Additional Information :
Target Salary: $44251
To learn more visit https://www.penfinancial/careers
While we welcome all applications only those who are selected for an interview will be contacted.
Accessibility accommodations will be made for job candidates upon request.
Remote Work :
No
Employment Type :
Fulltime