What are the responsibilities and job description for the Universal Branch Associate - Grand Prairie Camp Wisdom position at Texas Trust Credit Union?
SALES & SERVICE ASSOCIATE (Universal Branch Associate)
Position Type: Full Time/ Non-exempt
Immediate Supervisor: Branch Manager I
Role Responsibilities
Responsible for satisfying members’ financial needs in the following areas while meeting individual, department and organization goals. Solve member problems, resolve transaction issues and help with complex work-related matters. Perform all cash operation functions as needed and ensure a high level of accuracy in all financial transactions.
• Generate and close high-quality leads across the product range while providing world class service to all our members.
• Assist members with requests for service as needed in cash operation services and financial services.
• Actively promote and sell the Credit Union’s full line of financial services in person by asking appropriate questions, assessing member needs and offering alternative solutions; through auto loans, signature loans, lines of credit, credit cards, secured loans.
• Process and complete all account openings and closings including, but not limited to share, share draft, IRA’s, business accounts, money markets, and Safe Deposit Boxes. Maintain proper security and exercise good judgment.
• Promote and sell credit life, credit disability, and all other ancillary loan products.
• Refer members to other line of business as needed: Investments, Insurance, Mortgage.
• Greet members with Texas Trust Way greeting.
• Perform the following member transactions: add and remove joint owners, order checks, issue stop payments, debit cards, make adjustments to accounts (with parameters), ACH revocation, share and share draft payroll requests, wire transfers, gift cards.
• Complete and process member fraud request timely.
• Notarize documents as needed.
• Assist the Manager in all areas of Teller operations including assigning work, answering questions, solving problems, and helping with complex transactions.
• Serve as vault teller, to include ordering cash from the FED, verifying cash received, filling teller cash orders, maintaining vault security and balancing vault cash as required.
• Fully embrace and embody Texas Trust Core Values as listed above.
• Perform various other duties as assigned.
• Presents a helpful and positive attitude, focusing on solutions and promoting a collaborative environment at all times.
• Practices and brings to life with the team our “Yes And… culture.
• Comply with established regulations and law requirements.
• Perform various other duties as assigned.
