Branch Sales Representative- Washington Township
Job Posting for Branch Sales Representative- Washington Township at Police and Fire Federal Credit Union
Position: Branch Representative
Location: As Assigned
Division: Retail Financial Services
Reports To: Branch Manager/Assistant Manager
Principal Mission
Branch Representatives are responsible for providing superior member service in the branch and ensuring that new and existing member relationships are developed by using product knowledge in conjunction with our Total Member Connect sales process while maintaining a high level of integrity and operational efficiency in support of the Credit Union’s growth goals. All PFFCU staff members are responsible to promote the corporate values of member service, teamwork, commitment, performance and professional competency.
Key Responsibilities
Member Service Responsibilities
- Consistently deliver a high level of member service through the execution of the TMC Sales and Service process.
- Branch Representative will be friendly, professional, and possess problem solving skills while treating every member with respect.
- Ability to provide the member an exceptional level of service and resolve member concerns.
Sales Results
- Commitment to deliver meaningful recommendations of products and services to our Members by uncovering member needs through the 5 Step TMC process.
- Cross sell Credit Union products to existing members by utilizing product knowledge and cross-sell skills to uncover opportunities.
- Utilize product knowledge and cross-sell skills to establish new relationships with potential members who visit the Credit Union.
Quality of Work
- Work produced should be thorough and completed with minimal errors.
- Branch Representatives must adhere to all PFFCU policies and procedures in effect and within the parameters prescribed in the Retail Branch Representative Performance Standards.
Volume of Work
- Representatives must maintain a successful to superior volume level as defined in the Retail Branch Representative Performance Standards.
Product and Operational Knowledge; Cross-Training Required
- Develop and maintain a good working knowledge of all PFFCU products and services.
- Develop and maintain good working knowledge of all policies and procedures associated with both sides of the branch office.
- Develop and maintain the ability to perform the requirements associated with each side of the branch office - i.e. completing membership applications, loan applications, resolving account issues while working on the sales side of the office while also being able to perform all cash-related responsibilities associated with the service side of the office.
New staff members : As a new staff member, you will be assigned to either the Sales or Service side of the office when hired. You will be trained first in the skills required for the side of the office you are hired primarily for. After you have acquired the skills required to perform in this position, you may also be assigned to train and work on the opposite side (sales or service) of the office to ensure you have obtained the appropriate knowledge. Following the completion of your training, you will be assigned back to your designated area (sales or service). You may also be called upon to switch sides of the office at any time as needed to accommodate member traffic.
Teamwork and Dependability
- Willingness to adjust schedule at times to help keep the branch properly staffed.
- Willingness to learn both sides of the office within the first year of employment.
- Manages time off appropriately, not calling out unnecessarily and arrives to work on time with ability to be ready and prepared to begin work at the scheduled time.
Professionalism and Appearance
- Works to make a good first impression on members that reflects well on PFFCU.
- Maintains a neat and organized workspace.
Additional Requirements
Ability to use a personal computer, entering information via keyboard and accessing information from a computer monitor. Well-developed communication and interpersonal skills.
This job description does not constitute a contract between the employee and the Credit Union.
Employees are “At Will” employees they may terminate their positions and are subject to termination, at any time, for any reason. Management retains the right to restructure positions, change job descriptions, and eliminate positions without prior notice.
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Salary.com Estimation for Branch Sales Representative- Washington Township in Washington, NJ
$83,453 to $115,631
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