Branch Member Service Representative II

WORKERS FEDERAL CREDIT UNION

Posted 4 months ago

Full Time

, North Carolina

In Person

Smart Summary

Responsibilities

The role involves processing financial transactions, opening deposit and loan accounts, and providing exceptional service to members. Additionally, the representative will drive sales by identifying member needs and making appropriate referrals to internal business partners.

Qualifications

You have a high school diploma or equivalent and a minimum of one year of branch banking experience. You are passionate about helping others, processing financial transactions accurately, and educating members on products and services to meet their financial goals.

Must Have Skills for ATS

teller transactions

Job Description

Job Title: Branch Member Service Representative II                       

Department: Townsend Branch

Department Location: Townsend, MA                                            

Reports to: Branch Manager 

Career Stream: Individual Contributor        

Classification: On-site

Pay Grade: 7NE

Pay Grade Range: $21.88 - $27.35

Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Location: Townsend, MA (On-site) 

This position will be based out of our Townsend Branch and floating to other close-by branches as needed. 

Townsend Branch Hours: Monday – Thursday: 9:00 AM – 5:00 PM; Friday: 9:00 AM – 6:00 PM; Saturday: 9:00 AM – 1:00 PM. Candidates will be required to work a flexible schedule based on branch operational needs.  

Position Summary: 

Are you passionate about helping others and delivering exceptional customer service? As a Branch Member Service Representative II (BMSRII), you'll be at the forefront of our commitment to our members. Your role will involve building lasting relationships, accurately processing financial transactions, educating members on our products and services, and making referrals that help them achieve their financial goals. 

Key Responsibilities: 

  • Open and service all types of WCU deposit and loan accounts.
  • Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.
  • Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs 
  • Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
  • Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
  • Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
  • Lobby lead to ensure a positive member experience.

Qualifications:

  • High School diploma or equivalent required. 
  • Minimum of one year of branch banking experience.

About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!

Benefits:

  • Comprehensive medical, dental and vision plans
  • Basic life and AD&D insurance, short-term disability and long-term disability
  • 15+ days of paid time off (PTO) per year
  • Up to 16 hours of volunteer time off (VTO) per year 
  • 11+ paid holidays
  • 401(k) that includes a Safe Harbor Match of up to 4%.
  • Tuition Reimbursement Program 
  • Mental health resources including an Employee Assistance Program (EAP)
  • Individualized learning and development programs

EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

WORKERS FEDERAL CREDIT UNION

Our members – both long-time and brand-new – have chosen Workers for full banking services to meet a lifetime of financial needs, and we can help you, too. We would love to show you how we can save you money, and make banking easier, and more convenient. We take the time to focus on the things that are important to you. With more than 100 years of history, Workers Credit Union is one of the largest credit unions in Massachusetts. We provide innovative financial services via our highly rated mobile app, and in-person at convenient locations across the state. No matter how you choose to interact with us, we are here. In addition to daily financial services, we offer retirement, and investment advisory services, as well as home, and auto insurance.
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