What are the responsibilities and job description for the Universal Service Representative position at Heritage Family Credit Union?
This job was posted by https://www.vermontjoblink.com : For more
information, please see: https://www.vermontjoblink.com/jobs/1408397
**Who We\'re Looking For:**
We are seeking a dedicated team player to join our Hoosick Falls branch
as a Universal Service Representative (USR). The ideal candidate will:
**What You\'ll Be Doing:**
In this role, you will be the frontline advocate for our members,
contributing to their financial success and overall satisfaction. The
USR is a retail service position that is responsible for providing world
class member experience to both credit union members and co-workers.This
Will Be Achieved Through a Variety Of Tasks Including
that we may be able to support
on how to achieve better financial success in the future
Why Join Us
our members. We believe in delivering not just financial services
but fostering meaningful relationships that enhance the overall
well-being of our members and communities. With a focus on
education, integrity, and community, we strive to be the preferred
financial partner for our community.
a seasonal basis)
Position Summary
The Universal Service Representative is a retail service position that
is responsible for providing world class member experience to both
credit union members and co-workers. This position performs a broad
variety of financial service functions to serve members promptly and
professionally while representing the credit union in a friendly,
courteous, and professional manner and transacting with a high degree of
accuracy.
In addition to demonstrating a high level of proficiency, duties also
include cross-selling products appropriate to members needs and
providing installment and revolving consumer loans. Address member
questions regarding products and services and perform a variety of
account maintenance duties.
Essential Functions
Greet and interact with members in a friendly and professional manner,
ensuring a world class member experience during every interaction.
Service members promptly, accurately and efficiently with account
inquiries, loan requests, updates, troubleshooting, transactions
including deposits, withdrawals, loan payments, transfers, and more.
Perform a variety of other functions including but not limited to,
working in a drive-up station, opening and closing the branch, disarming
and arming alarms, processing night drop or mail envelopes, assisting
with ATM or ITM servicing and aintenance, check scanning, and ensuring
MSR station has supplies, is organized and cleanly.
Assist with new employee onboarding and training when necessary.Work
closely with other team members to meet branch goals, enhance the
overall member experience and ensure all daily operations of a branch
are completed.
Accurately handle daily transactions, including deposits, withdrawals,
payments, and transfers.
Maintain an up-to-date and comprehensive knowledge on all credit union
products and services that are handled or promoted by Member Service
Representatives. Proactively identify, promote, explain and cross-sell
credit union products and services.
Open new accounts and loans with a high level of proficiency, including,
but not limited to consumer and business share draft accounts, term
share certificates, debit cards and more. Ensure all account and loan
documentation are gathered timely and reviewed for completion and
accuracy. Complete account and loan checklists and QCs in a timely
manner.
Adhere to all credit union policies, procedures, and regulatory
requirements, which include but are not limited to, Anti-Money
Laundering (AML) and Bank Secrecy Act (BSA) products.
Assist other department staff as needed, respond to email
information, please see: https://www.vermontjoblink.com/jobs/1408397
**Who We\'re Looking For:**
We are seeking a dedicated team player to join our Hoosick Falls branch
as a Universal Service Representative (USR). The ideal candidate will:
- Have strong relationship building skills to position themself as a
- Be a problem solver extraordinaire who will consistently work to
- Strive to reach identified goals and objectives through strong
**What You\'ll Be Doing:**
In this role, you will be the frontline advocate for our members,
contributing to their financial success and overall satisfaction. The
USR is a retail service position that is responsible for providing world
class member experience to both credit union members and co-workers.This
Will Be Achieved Through a Variety Of Tasks Including
- Partnering with individuals and businesses in the community to open
- Working with members through their consumer lending process from
that we may be able to support
- Providing assistance to members in a compassionate manner in order
on how to achieve better financial success in the future
Why Join Us
- Heritage Family Credit Union is a dynamic and member-centric
our members. We believe in delivering not just financial services
but fostering meaningful relationships that enhance the overall
well-being of our members and communities. With a focus on
education, integrity, and community, we strive to be the preferred
financial partner for our community.
- Benefits Include:
- - Paid time off in addition to paid federal holidays
- Medical, dental, and vision benefits to employees who regularly
- 401k match
- Ongoing training opportunities
- 8 hours of volunteer time with an organization important to you
- Reimbursement each month for Gym membership (up to \$25), hobby
a seasonal basis)
- Salary Range:**\$26.00 per hour, may be eligible for quarterly retail
Position Summary
The Universal Service Representative is a retail service position that
is responsible for providing world class member experience to both
credit union members and co-workers. This position performs a broad
variety of financial service functions to serve members promptly and
professionally while representing the credit union in a friendly,
courteous, and professional manner and transacting with a high degree of
accuracy.
In addition to demonstrating a high level of proficiency, duties also
include cross-selling products appropriate to members needs and
providing installment and revolving consumer loans. Address member
questions regarding products and services and perform a variety of
account maintenance duties.
Essential Functions
Greet and interact with members in a friendly and professional manner,
ensuring a world class member experience during every interaction.
Service members promptly, accurately and efficiently with account
inquiries, loan requests, updates, troubleshooting, transactions
including deposits, withdrawals, loan payments, transfers, and more.
Perform a variety of other functions including but not limited to,
working in a drive-up station, opening and closing the branch, disarming
and arming alarms, processing night drop or mail envelopes, assisting
with ATM or ITM servicing and aintenance, check scanning, and ensuring
MSR station has supplies, is organized and cleanly.
Assist with new employee onboarding and training when necessary.Work
closely with other team members to meet branch goals, enhance the
overall member experience and ensure all daily operations of a branch
are completed.
Accurately handle daily transactions, including deposits, withdrawals,
payments, and transfers.
Maintain an up-to-date and comprehensive knowledge on all credit union
products and services that are handled or promoted by Member Service
Representatives. Proactively identify, promote, explain and cross-sell
credit union products and services.
Open new accounts and loans with a high level of proficiency, including,
but not limited to consumer and business share draft accounts, term
share certificates, debit cards and more. Ensure all account and loan
documentation are gathered timely and reviewed for completion and
accuracy. Complete account and loan checklists and QCs in a timely
manner.
Adhere to all credit union policies, procedures, and regulatory
requirements, which include but are not limited to, Anti-Money
Laundering (AML) and Bank Secrecy Act (BSA) products.
Assist other department staff as needed, respond to email
Salary : $26