Universal Branch Representatice I
Core
Handles transactions, opens accounts, and cross-sells financial products to members while providing lobby leadership.
Role type
entry-level teller and member service representative
Builds
deposit and loan accounts, member relationships
Domain
banking / credit union
Deliverable
product features
Required skills
cash handling, account opening, cross-selling, regulatory compliance, notary certification, phone support, multitasking
Preferred skills
financial institution experience, business courses, TCD transaction knowledge
Technologies
core banking systems, loan documents
Responsibilities
process deposits and cash transactions, open membership and deposit accounts, cross-sell credit union products, answer member inquiries, maintain cash drawer balances, perform notary duties, adhere to risk management and security policies
Seniority
entry-level IC
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