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The Branch Services Representative acts as the intermediary between members. This role is pivotal in providing exceptional service, enhancing member relationships, and delivering a wide range of transactional services across all delivery channels. The representative also educates members on the full spectrum of credit union products and services.
Pay range: $28-30/hour DOE
Location: San Francisco, CA
Direct Hire
Key Responsibilities:
• Deliver outstanding service to all members, volunteers, and both internal and external partners.
• Actively engage in branch, departmental, and organizational meetings.
• Protect member and organizational information by adhering to established policies and procedures to ensure confidentiality.
• Communicate effectively and accurately both verbally and in writing.
• Efficiently handle teller transactions and routinely reconcile cash entities.
• Investigate and respond to member inquiries and feedback with precise information.
• Proactively cross-sell and align products and services to meet members’ financial needs.
• Gather necessary information from members to complete membership and loan applications, ensuring all documentation is correct.
• Maintain and update files for all types of accounts and member profiles.
• Assist in conducting operational audits.
Who You Are:
• Minimum one year in banking plus sales experience a plus.
• Capable of effectively managing multiple tasks simultaneously.
• Exhibit excellent customer service and communication skills.
• Proficient in calculating figures and amounts.
• Skilled in using cash handling machines and have a working knowledge of business software programs (MS Windows and MS Office).
• Available to work on Saturdays, holidays, and overtime as needed.
Pay Details: $28.00 to $30.00 per hour
Search managed by: Tiffany Duong
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.
