Demo

SENIOR BRANCH SERVICE REPRESENTATIVE

First City Credit Union
CA Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

The Senior Branch Service Representative will assume, but not be limited to, the following responsibilities :

  • Receives and verifies sufficient cash from supervisor or designee, to handle daily cash disbursements. Balances cash receipts and prepares daily work summary envelopes.
  • Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
  • Interviews loan applicants, counsels members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to loan officers.
  • Discloses and funds approved loans. In the event a loan is denied, explains reason for loan decision.
  • Assists with the maintenance, control, and security of vault cash, including ordering of cash and verifying shipments upon arrival.
  • Assists to maintain appropriate control over Instant Issue ATM cards, checking account starter kits, cashier's checks, money orders, etc., while maintaining appropriate supply levels.
  • Assists to complete daily reports, such as large deposits / withdrawals, dormant accounts, new / closed accounts, etc.

The successful candidate will possess the following education, knowledge and skillsets :

  • High school diploma, GED, or equivalent
  • Minimum four years' experience as a teller, loan processor, new accounts representative, or telephone representative in a financial institution
  • Basic math and 10-key skills
  • Excellent customer service and sales skills
  • Personal computer proficiency in programs such as Microsoft Word and Excel
  • Additional Information :

  • Full Time, Monday-Saturday, must be flexible with schedule
  • We provide competitive compensation and benefits package that includes :

  • Health, dental, and vision plans
  • 401(k) plan
  • Life insurance
  • Paid Time Off (PTO) Plan
  • Paid holidays
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