Universal Branch Associate

Description

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

Requirements

Required Experience

• Six (6) months experience as a Teller or one (1) year experience with cash handling
• General knowledge of Windows OS and MS Office software is required.

Skills, Education and/or Certifications Required

• High School Diploma/GED
• Minimum two (2) years college course work and or equivalent work experience
• One (1) year or more experience in a high paced sales environment with a track record of meeting and/or exceeding goals
• Six (6) months customer service experience
• High comfort level in utilizing computers
• Professional written and verbal communication
• Ability to recognize and proactively seek sales opportunities to meet set goals
• Demonstrate problem-solving, teamwork abilities and the ability to be proactive
• Ability to manage difficult situations with little supervision
• Must be capable of working in a fast-paced environment
• Required to handle all member information in a confidential manner
• Ability to work weekends and holidays, as needed
• Bachelor’s Degree in a business field preferred
• Multilingual verbal and written skills preferred
• Possess a strong work ethic and team player mentality
• Highly developed sense of integrity and commitment to member satisfaction
• Required to handle all member information in a confidential manner
• Professional written and verbal communications skills

Texas Trust Credit Union is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.