What are the responsibilities and job description for the Universal Branch Associate position at ThisWay?
A partner company is currently recruiting for the position of Universal Branch Associate in Pleasant Valley, NY. The primary function is to provide high-level member service through efficient, accurate transaction processing and a consultative needs-based sales approach. This role focuses on establishing new member relationships, and deepening and retaining existing relationships, to cross-sell various products and services.
Responsibilities
- Accurately process transactions.
- Educate members about transaction processing through various channels such as Internet Banking, mobile app, audio response, and Contact Center.
- Resolve member complaints and concerns efficiently, involving other functional areas as needed.
- Handle large volumes of cash and negotiable items.
- Assist management with daily operational tasks including operator, ATM, TellerInfinity, and branch proof.
- Open new memberships, accounts, and loans; process loan and account transactions.
- Refer members to branch business partners for Financial Services, Insurance Services, Real Estate, and Business products.
- Consistently follow all applicable policies and procedures.
- Utilize required programs and systems to assist with cross-selling products and services.
- Acquire in-depth knowledge of credit union products and services through ongoing training.
- Train new Universal Branch Associates as needed.
- Meet or exceed individual and team goals through the Sales and Service model.
- Support the implementation of marketing programs and promotions.
- Adhere to all Credit Union policies, procedures, and regulatory requirements.
- Participate in required and recommended training and development, including Bank Secrecy Act training.
- Participate on Credit Union teams, projects, and strategic initiatives.
- Perform additional duties and special projects as assigned.
- Embrace and apply guiding principles, including Mission, Vision, Core Values, and commitment to Lean Six Sigma practices.
- Demonstrate teamwork and professionalism.
- Maintain regular and predictable attendance, including punctuality.
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
- High School Diploma, GED certificate, or state-authorized high school equivalent certificate; or current high school senior in possession of a certificate of satisfactory academic standing.
- NYS Notary Public license achieved within 12 months of obtaining the position.
- Minimum 1 year of customer service and sales experience in a financial institution or retail environment.
- Previous teller or cash handling experience in a financial institution or retail environment preferred.
- Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
The employer is an AA/EEO organization committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
