Floating Senior Member Solutions Representative

SUMMARY

The Floating Senior Member Solutions Representative is a sales and service role that works toward building upon new and existing member relationships in a proactive fast paced retail sales environment while being held responsible for managing the teller line branch cash branch balancing and the management of ATMs in the absence of Branch Management. This position processes member teller transactions in addition to new accounts and loan applications. Demonstrates a strong working knowledge of Credit Union products and services. Responsible for meeting or surpassing an individual sales goal and the branches goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Responsible for Supervision of branch personnel in absence of the Branch Manager.
2. Responsible for daily teller vault and ATM balancing.
3. Experienced retail salesperson that is self-motivated and takes initiative to seek out new sales opportunities.
4. Meets individual production goals and contributes to the overall team goals. Provides additional sales coaching to staff when necessary.
5. Works within the confines of the branch to promote the Credit Union. Assists Branch Manager in the development of business outside of the branch office.
6. Demonstrates a positive attitude and outgoing and friendly personality with members and staff.
7. Demonstrates a strong working knowledge of Credit Union products and services as well as policies and procedures. Proficient in processing teller transactions and member service functions such as new accounts.
8. Loan interviewer - familiar with consumer loans and the basics of real estate lending. Will be expected to disburse loans when needed.
9. Exercises discretion and independent judgment in problem solving member service as well as personnel issues.
10. Expected to promote the Credit Union at after work functions such as business after hours and other community events.
11. Tracks cross sales on a weekly / monthly basis for team.
12. Trains staff on computer transactions cross selling and other functions as deemed by the Branch Manager.
13. Performs all computer functions such as processing deposits withdrawals payments transfers maintaining cash drawer VISA cash advances and member maintenance with managers approval.
14. Maintains vault cash and disbursement to staff as needed. Orders cash to ensure proper supply for daily operation. Replenishes cash and supplies on ATMs and coin counting machines as well as supervises preventative maintenance on these and other equipment.
15. Audits money orders monthly to ensure proper accounting of these products. Makes daily remittances according to the established procedures. Performs other audits as requested.
16. Responsible for knowledge of the security system opening and closing of the office as necessary.
17. Supports various branches along the shoreline as scheduling needs dictate.
18. Other duties as assigned.

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

EDUCATION and/or EXPERIENCE

• High school diploma or equivalent.
• Two years financial institution or retail sales experience and/or training preferred.
• Previous cash handling experience required.
• Prior Supervisory experienced preferred.
• Intermediate knowledge of various technical platforms including Microsoft office (excel word etc.) with a basic knowledge of Microsoft windows.
• Ability to work well on teams and independently while keeping internal and external service top of mind.
• Ability to interpret a variety of instructions furnished in written oral or schedule form.
• Excellent communication skills.
• Possess a strong sales and service mentality desire to succeed and good organizational/interpersonal skills with a strong member focus.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands to finger handle or feel; climb or balance; and stoop kneel crouch or crawl. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision depth perception and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate to high.