333 Branch Service Representative I Jobs in United States

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Branch Service Representative I

Southland Credit Union Santa Monica, CA
$36k-51k (estimate)
Full Time | Banking 3 Months Ago

Role

This entry-level position performs assigned Teller tasks associated with the processing of member transactions such as receiving and disbursing funds, posting deposits, loan payments and processing mail transactions as required. Reporting to the Assistant Branch Manager, the BSR position is accountable for meeting or exceeding pre-established Sales & Service Goals.

Major Duties and Responsibilities

  • Provide exceptional member service, assist members with opening share and certificateaccounts, answer questions about products and services and resolves problems that are within their authority to resolve. Assists members with opening and closing accounts; answers questions about products and services and resolves member problems; refers problems that are beyond their authority to the branch manager.
  • Assists members with financial transactions such as: deposits, withdrawals, transfers, loanpayments, stop payments, account maintenance, member resolution, check cashing, etc.
  • Assess member needs through probing questions and provide solutions to those needs with SCU products and services.
  • Meet or exceed credit union sales and service goals through the BSR scorecard program.
  • Good working knowledge of Funds availability Act (Regulations CC) and Currency Transaction Reporting (CTR).
  • Maintain Production standards so that tasks are completed with minimal overtime.
  • Ensure Balancing Standards and Controllable Loss Guidelines are adhered to at all times.
  • Acts as a liaison between Members and various organization and departments.
  • Maintain a clean and neat workstation with a working supply of promotional materials and forms.
  • Performs other duties as assigned.

Knowledge and Skills

Experience: One year or more of related experience.

 

Education: A high school education or GED.

 

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.

 

Other Skills: PC proficient, ability to operate a computer, computer keyboard and a 10-key calculator.

 

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

 

Southland Credit Union is an Equal Opportunity Employer.

WEBSITE

southlandcu.org

HEADQUARTERS

LOS ALAMITOS, CA

SIZE

50 - 100

FOUNDED

1936

CEO

FERRIS R FOSTER

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Southland Credit Union

Southland Credit Union was founded in 1936 to serve the financial needs of Los Angeles County employees. Today, we are one of the top performing credit unions nationwide and have over $1 billion in assets. Our Member-owners benefit from a full spectrum of competitive products, convenience, and exceptional service. Discover more at SouthlandCU.org

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Southland Credit Union
Part Time
$38k-47k (estimate)
1 Week Ago
Southland Credit Union
Part Time
$38k-48k (estimate)
1 Week Ago
Southland Credit Union
Full Time
$64k-82k (estimate)
1 Week Ago

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The following is the career advancement route for Branch Service Representative I positions, which can be used as a reference in future career path planning. As a Branch Service Representative I, it can be promoted into senior positions as a Branch Service Representative II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Branch Service Representative I. You can explore the career advancement for a Branch Service Representative I below and select your interested title to get hiring information.