Branch Service Representative provides centralized information and solutions services to assist branch employees with questions about processes and products. Serves as the point of contact to guide and assist branch staff with product information and operational policies. Being a Branch Service Representative responds to questions and resolve cases by researching bank procedures or regulatory governance and escalating issues internally as necessary. Completes call tracking and supporting documentation associated with each case. Additionally, Branch Service Representative may research and address inquiries regarding specific transactions. Requires a high school diploma or equivalent. Typically reports to a supervisor or manager. The Branch Service Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Branch Service Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Description
Purpose
Serves as liaison between members and the credit union in both in-branch and call center settings. Provides account information and performs a variety of file maintenance and monetary transactions. Interviews members to determine needs and offers appropriate products and services. Opens new memberships and individual accounts, completes consumer loan applications, and funds consumer loans.
Organizational Standards
An energetic, self-motivated, enthusiastic, “team player” to represent our credit union with members, prospective members, other staff and the community of Downey; while exercising sound business judgment, maintain a professional appearance and displaying a positive attitude.
Primary Responsibilities
Requirements
Employment Requirements
Minimum Job Requirements
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