Account Services Representative (ASR)

Account Services Representative (ASR)

BankFund Credit Union

Primary: Performs daily branch teller activities. Maintains Service PACT standards at all times. Participates and supports branch sales efforts by referring/cross selling products to members.

Secondary Functions: Operates Information Desk and/or Resource Center as necessary.

Responsibilities

• Refers and cross-sells products and services while working a teller window, Information Desk, or while engaged in conversation with members. Creates and maintains a Service PACT culture by identifying needs based opportunities to enhance and deepen member relationships. Refers members to Member Services Representatives or other departments as appropriate. Achieves individual metric goals. Helps implement and participates in branch promotions. (Sales)
• Runs a teller window. Processes transactions, which may include the following: checking and savings deposits, checking and savings withdrawals, payments, official checks, traveler's cheque or other Credit Union products. Performs Teller, ATM, Express Box and coin machine settlements. Answers routine member inquiries and works with other areas in the Credit Union to resolve member problems. Develops proficiency in tasks related to branch operations. (Operations)
• Follows all established Service PACT Guidelines to include servicing the member while standing, relaxing, evaluating, presenting and closing any referrals as appropriate, and thanking members. (Member Service)
• Acts and communicates in a manner that creates and maintains a positive work atmosphere with members, vendors, co-workers and management.
• Participate in annual Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) training and demonstrate knowledge and understanding of the BSA and OFAC, including the immediate reporting of unusual or suspicious activity to the Risk Management Department. Undertake additional training specific to daily responsibilities and as required to ensure continued compliance with all applicable regulations.
• Ensure the Credit Union's safe harbor protections as allowed by the BSA. Understand that if confronted with knowledge of existence of a Suspicious Activity Report (SAR), an obligation exists to preserve the confidentiality of that SAR, as well as any information that may reveal the existence of a SAR. Maintain awareness of, and immediately report to the Compliance Officer, any unauthorized disclosure of a SAR, or unauthorized disclosure of information related to a SAR. Understand that failure to do so is a violation of federal law and may lead to both civil and criminal penalties for SAR disclosure violations.
• Demonstrate commitment to the Credit Union's Service PACT philosophy.
• Performs other work related duties as assigned by Branch Management.

Required Experience

• College Degree in related field or equivalent combination of Education and Experience and or sales experience preferred.
• Without college degree: 6 months teller experience or 1 year customer service/sales.

Additional Managerial Qualifications

• Strong problem solving abilities with the ability to think independently.
• Excellent Customer Service and Communications Skills.
• Problem solving ability.
• Basic knowledge of personal computers and related office software.
• Ability to work flexible schedule as required.
• Ability to multi-task.
• Ability to spend a considerable amount of time standing and walking around the branch and other locations as required.

Benefits

Competitive salary and benefits offered.

Additional Information

Seniority Level: Entry level

Employment Type: Full-time

Job Function: Other