What are the responsibilities and job description for the Branch Service Representative I position at Congressional Federal?
The Branch Service Representative provides members with timely, accurate and exemplary service when processing transactions. Displays a thorough knowledge of products and services. Conducts basic member needs analysis for the purpose of referring to the appropriate business partner for additional service. Performs the duties of the position at the employee's regular branch or branches from Monday through Friday, and will work Saturday hours at the Oakton Branch on a rotational basis.
Position Responsibilities :
- Provides an exemplary service experience to the member while handling routine and moderately complex member transactions.
- Receives and accurately processes financial transactions, including deposits, withdrawals and loan payments; transfers amounts from member accounts as directed.
- Posts transactions to member accounts and maintain member records.
- Cross sells credit union services, refer members to the appropriate business partner for additional services. Meets or exceeds referral goals.
- Accurately processes member transactions throughout the business day and accurately balances cash drawer at close of business, while maintaining compliance and operational integrity of transactions.
- Completes tasks with a working knowledge of policies and procedures. Maintains member security at all times. May assist other branch staff with moderately complex transactions or processes.
- Welcomes members by name, provide a high level of service and builds relationships with members. Facilitates problem resolution in a timely and seamless fashion. Leveraging established relationships, may ask for new member referrals.
Experience and Desired Skills :
A two-year college degree or
Physical Requirements :
Congressional Federal is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following list outlines the physical considerations that are normally encountered in this job.
Total Rewards :
Congressional Federal offers a comprehensive benefits package including but not limited to health and dental, 401k, vacation and paid sick leave, 10 paid holidays, tuition reimbursement, flexible spending programs and work / life balance.
EOE / M / F / D / V / SO
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
