What are the responsibilities and job description for the Financial Services Rep I or II, Mobile Branch position at Educational Employees Credit Union Client ID 32255?
Full-Time
Make a difference in Fresno’s outlying communities by joining the new Mobile Branch team as they bring financial opportunities to the underserved.
We are seeking a highly motivated Mobile Banking representative to provide unrivaled member service. The ideal candidate should have a strong understanding of branch operations, excellent communication skills and the drive to enhance member engagement. If you are ready to hit the road and experience a whole new way of delivering member service, this may be the position you've been waiting for!
Responsibilities of the position include:
This position requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner. A clean driving record is required.
Spanish or Hmong speaking is a plus.
Make a difference in Fresno’s outlying communities by joining the new Mobile Branch team as they bring financial opportunities to the underserved.
We are seeking a highly motivated Mobile Banking representative to provide unrivaled member service. The ideal candidate should have a strong understanding of branch operations, excellent communication skills and the drive to enhance member engagement. If you are ready to hit the road and experience a whole new way of delivering member service, this may be the position you've been waiting for!
Responsibilities of the position include:
- Accurately process teller transactions (loan payments, transfer of funds)
- Thorough knowledge of negotiable instruments such as cash and checks
- Efficiently and accurately record information
- Research and resolve members’ concerns
- Cross-sell credit union products and services
- Efficiently utilize the software systems provided to perform member transactions
- Become familiar with underbanked and underserved communities and have a strategic mindset to tailor marketing strategies accordingly.
- Work collaboratively with community and company partners to coordinate and set up mobile branch visits, providing convenient access to financial services for their staff and/or clients.
- Drive the mobile branch or the mobile branch support vehicle to various organizations.
- Maintain proper inventory and supplies within the branch.
- Set up, take down, and fuel the mobile branch and/or mobile branch support vehicle.
- Provide support at other branch locations as needed.
This position requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner. A clean driving record is required.
Spanish or Hmong speaking is a plus.
