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: A Member Service Representative's primary responsibility is to assist members in meeting routine financial goals while exceeding their expectation for service. To accomplish this, Member Service Representatives are responsible for performing routine account transactions, cross-selling various products and services in order to fulfill the member's financial needs and researching and resolving member account questions and concerns.
Essential Functions & Responsibilities:
40% - Receives and processes member's financial transactions.
30% - Cross-sells various deposit, loan and convenience services appropriate to each individual member.
15% - Uses problem solving skills to research member account questions and concerns.
10% - Performs other daily, weekly and monthly routine tasks.
5% - Performs other duties as assigned.
Performance Measurements:
Knowledge, Skills and Abilities:
Experience - One year to three years of similar or related experience in customer service, cash handling, sales, banking or financial services.
Education - Requires a high school education or GED.
Interpersonal Skills - Requires well developed interpersonal skills for communicating with members.
Requires the ability to operate a computer and basic mathematical skills (adding, subtracting, multiplying and dividing).
Service 1st Federal Credit Union provides equal opportunity without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable law in employment and in our business activities.
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