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)
Role:
To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. Attendance is an essential function of performing the duties of this job.
Essential Functions & Responsibilities:
55% Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders, VISA gift cards, etc. to members; transfers amounts from member accounts as directed.
15% Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service.
15% Balances cash drawer and daily transactions.
5% Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
5% Cross-sells credit union services.
5% Other duties as assigned.
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0 Branch Service Representative jobs found in Oklahoma City, OK area