Branch Rep Georgetown

Seattle Metro Credit Union – Seattle, WA

BRANCH REPRESENTATIVE

Functional Area: Operations
Department: Branch
Reports to: Assistant Branch Manager or Branch Manager
Employee Type: Regular, Full Time
FLSA Status: Non-Exempt

Role at Seattle Credit Union

Provides effective and efficient service to membership in all operations while following the Credit Union policies, procedures and guidelines.

Essential Job Functions

  • Processes most member transactions.
  • Supports, promotes and cross-sells Credit Union products and services.
  • Open new accounts and establish member relationships, as the first point of contact
  • Provides information and applicable forms concerning products and services.
  • Interviews members to analyze and determine members needs.
  • Balances at end of each business day.
  • Maintains required records.
  • Answers incoming phone lines and, if necessary, directs calls to the appropriate personnel.
  • Maintains product sales in accordance with branch goals.
  • Converts qualified referrals to new business in accordance with supervisor goals.
  • Maintains a Quality Loop satisfaction rating in accordance with credit union goals by providing high quality service based on our service standards
  • Completes Product/Service Knowledge Assessment within 90 days of employment with a score of at least 80%. (Note: This assessment may be taken as many times as needed to achieve this score).
  • Demonstrate effective sales and services interactions using the Member Interaction Model.
  • Maintains knowledge of SMCUs Bank Secrecy Act policy, procedures, and practices to meet compliance requirements.
  • Other duties may be assigned.

    Working Conditions
  • Direct exposure to robbery.
  • Work is performed in an office environment. May be required to attend off-hours and off-site meetings.
  • Physical effort may be required to lift bags of coins, supplies such as boxes of copy paper, transaction receipts, computer paper, and checks up to 50 lbs.
  • May be required to work Saturday hours.
  • Qualifications

    Knowledge
  • Education or job knowledge equivalent to high school education.
  • Comprehensive knowledge of state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg Z, and the Bank Secrecy Act.
  • Comprehensive knowledge of credit union history and its philosophy preferred.
  • Skills
  • Accurate 10-key skills.
  • Accurate keyboarding/typing skills.
  • Good communication skills.
  • Strong people and customer service skills.
  • Bilingual Spanish is preferred but not required.
  • Abilities
  • Ability to communicate with tact, discretion, and courtesy within and outside the organization.
  • Ability to perform basic math calculations.
  • Ability to operate various office equipment.
  • Ability to handle stress in a high volume and fast-paced environment.
  • Must maintain very satisfactory attendance.
  • Professional appearance and demeanor.
  • Experience
  • Minimum six months of retail/customer service.
  • Minimum six months of previous experience working with sales goals, referral goals, appointment or member attainment goals or up-selling products
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skills and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

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