Branch Services Representative (Teller)

Position Title:                        Branch Services Representative          

Department:                          Branch Services                                  

FLSA Classification:             Non-Exempt

Reports to:                            Branch Services Supervisor

Employee Benefits

One great perk of working at UHFCU is we offer on-demand pay through our financial wellness provider. With the on-demand pay benefit, you can have the money you've already earned when you need it, so your time and money can work better for you. Get early access and get paid without waiting for your paycheck.

In addition to competitive pay, we are proud to offer a comprehensive benefits package.

• Medical Insurance which Includes Drug and Vision; Company pays 100% of Employee's Self-Coverage; PLUS, a Company Paid Subsidy Towards Family-Coverage
• Dental Insurance; Company Pays 100% of Employee's Self-Coverage and Employee Pays for Low Cost Family-Coverage  
• Medical and Dental Plan Premium Waiver Option
• 401(k) Retirement Plan with Employer Match and Non-Elective Contribution (NEC)
• Eligible to Earn Thirty-Five (35 ) Paid Days Off a Year
• Vacation Cash-Out Program
• Flexible Spending Accounts: Healthcare and Dependent Care (Pre-Tax Benefit)
• Company Pays for Employee Group Basic Life With AD&D Insurance
• Company Pays for Employee Long Term Disability Insurance
• Company Pays for Employee Long Term Care Insurance
• Voluntary Accident Recovery, Critical Illness Cancer, and Hospital Insurance
• Employee Assistance Program (EAP)
• Employee Loan Discount
• Company Subsidizes 50% for Adult Monthly Bus Pass 
• Cash Reward Employee Referral Program
• Workiversary Cash Reward and Gifts
• Internal and External Professional Development Opportunities
• And Many More!

Position Purpose:

To assist members by processing a variety of financial transactions in an accurate and timely manner. Keep accurate member and financial records in compliance with regulatory standards. Significant member encounter position providing transactional support to credit union members and staff.  Actively handles and provides credit union products and services in accordance to member needs adhering to guidelines of the established production programs and delivers account statuses.

 Essential Functions:

• Accurately and efficiently processes regular counter transactions involving member accounts (deposits, withdrawals, check cashing, etc.).
• Processes check deposits through Check 21 solution.
• Answers general financial questions and refers complex member requests to management.
• Compiles regulatory reports in accordance with credit union policies and procedures adhering to state/federal governing entities.
• Accountable for individual cash management, safeguarding all cash/negotiable instruments and proper balancing standards.
• Administers informational materials and cross-sells credit union products/services to members. 
• Performs other duties as assigned.

Performance Standards:

• Meets strategic objectives for level of service and quality care  (Net Promoter Score)
• Correctly processes member cash and non cash transactions
• Responds quickly to staff and member requests with the highest level of accuracy
• Supports efficient production levels at branch level.

Qualifications:

Education/Certification:      

High school diploma or GED is required.

Required Knowledge:          

Basic understanding of MS Word & Excel, preferred

Experience Required:          

Minimum 1 - 2 years cash handling and/ customer service experience in a fast-paced work environment

Preferred experience within the banking, credit union, or financial industry

Skills/Abilities:                      

Customer service oriented

Excellent written and verbal communication skills; mathematical skills  

Ability to work quickly and with accuracy, especially when frequently conveying detailed or important instructions

Valid driver’s license required with clean abstract and vehicle to drive to a branch when scheduled.

Activities and Requirements of this Position:

Repetitive Motion:                

Movements frequently and regularly required using wrists, hands, and/or fingers.

Communication Skills:         

Must frequently convey detailed or important instructions of ideas accurately and quickly.

Visual Abilities:                     

Average visual acuity necessary to read, prepare and inspect documents or products.

Hearing:                                 

Able to hear average or normal conversations and receive information.

Physical Strength:               

Sedentary work (sitting most of the time).  Able to lift and carry up to 25 lbs.

Reasoning Ability:               

Able to apply common sense understanding to carry-out detailed instructions and to deal with problems involving variables.

Mathematics Ability:           

Able to perform basic math skills including adding, subtracting, multiplying and dividing using a calculator.

Language Ability:                

Able to write and compose sentences using normal word order with present and past tenses, as well as a command of the English vocabulary.

Working Conditions:

Air-conditioned, smoke-free office setting. 

Business Hours  & Attendance Requirements:

Monday through Saturday.  Business hours are subject to change. Please note that scheduled attendance requirements may change due to business needs.  Must be able to work additional hours, weekends, and holidays as needed.