Universal Branch Representative I
Core
Frontline financial services professional handling transactions, account openings, and member relationship building.
Role type
Entry-level teller and member service representative
Builds
Deposit and loan accounts, cash transactions, member referrals
Domain
Banking / Credit Union
Required skills
Cash handling, account opening, cross-selling, regulatory compliance, phone support, notary certification
Preferred skills
Financial institution experience, business courses, TCD transaction knowledge
Responsibilities
Process deposits, withdrawals, and loan payments; open new accounts; cross-sell financial products; handle member inquiries via phone and in person; maintain cash drawer accuracy; perform notary duties; adhere to risk management and security policies.
Seniority
Entry-level, individual contributor