Description:
Provide prompt, courteous member service not only by processing member’s financial transactions but also by cross-selling (or referring), at every opportunity, our full range of products and services, thus ensuring that our members' expectations are consistently met or exceeded.
Duties & Responsibilities
- Process members’ transactional requests (deposits, withdrawals, transfers, etc.)
- Answer the telephone in the branch to provide member service
- Balance the ATM when requested
- Promptly respond to member inquiries/problems in a courteous and efficient manner
- Uncover members’ needs and assist members in utilizing the products or services which best meet those needs
- Proper completion and submission of all tracking sheets
- Make a minimum of 10 sales calls per week
- Make a minimum of 10 high level referrals per week
- Make at least 1 Credential Financial Strategies referral per month
- Follow our Quality Service Standards consistently
- Serve as a backup to the Senior MSR
- Other duties as assigned
What we are looking for
- Possess full knowledge of the banking procedures and products of the Credit Union
- Willingness to work at any branch of YNCU when requests
- Maintain a Transaction Rate/Hour equal to or greater than 85% of the average MSR rate
- Meet or exceed YNCU’s Balancing Standards: Same day Balancing Ratio 75% minimum (Goal: 90%), Accumulated Difference YTD within $100.00 and Time Required to Balance 15 min. average
- Be willing to accept increased responsibilities
- Be a team player
- Have the ability to communicate effectively with staff and members alike and a desire to not just do a job, but to do it well
- Professional demeanour and professional dress
- Be comfortable using the Internet and e-mail programs – Including the use of YNCU’s On-line Banking
- Must be bondable