What are the responsibilities and job description for the Branch Services Representative position at Hudson Valley Credit Union?
Job Description
Overview:
- Key Responsibilities:
- Provide exceptional customer service to members through efficient, accurate transaction processing.
- Apply a consultative needs-based sales approach to establish new member relationships and deepen existing ones.
- Cross-sell HVCU products and services by educating members on convenient transaction processing methods.
- Resolve member complaints and concerns promptly and involve other functional areas as needed.
Responsibilities Continue:
- Handle large volumes of cash and negotiable items accurately.
- Assist management with daily operational tasks, including operator, ATM, TellerInfinity, and branch proof.
- Open new memberships, accounts, loans, and process transactions.
- Refer members to branch business partners for consultation on Financial Services, Insurance Services, Real Estate, and Business products.
- Consistently follow applicable policies and procedures.
- Utilize required programs and systems to assist with cross-selling HVCU products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training and education.
- Train new Universal Branch Associates as needed.
- Meet or exceed established individual and team goals through the consistent application of the HVCU Sales and Service model.
