Sr Personal Banker/Senior Branch Service Rep

The Sr Personal Banker/Senior Branch Service Representative will assume, but not be limited to, the following responsibilities:

• Receives and verifies sufficient cash from supervisor or designee, to handle daily cash disbursements. Balances cash receipts and prepares daily work summary envelopes.
• Opens various credit union accounts, including IRAs, trusts, term certificates, shares and share draft accounts.
• Interviews loan applicants, counsels members regarding consumer loan options, prepares documents and loan records, and makes sound recommendations to loan officers.
• Discloses and funds approved loans. In the event a loan is denied, explains reason for loan decision.
• Assists with the maintenance, control, and security of vault cash, including ordering of cash and verifying shipments upon arrival.
• Assists to maintain appropriate control over Instant Issue ATM cards, checking account starter kits, cashier's checks, money orders, etc., while maintaining appropriate supply levels.
• Assists to complete daily reports, such as large deposits/withdrawals, dormant accounts, new/closed accounts, etc.

The successful candidate will possess the following education, knowledge and skillsets:

• High school diploma, GED, or equivalent
• Minimum four years of bank or credit union branch experience, including teller transactions, opening and servicing accounts, and processing and funding loan applications
• Basic math and 10-key skills
• Excellent customer service and sales skills
• Personal computer proficiency in programs such as Microsoft Word and Excel

Additional Information:

• Full Time, Mon-Sat, must be available and flexible with schedule
• Call Center experience a plus

We provide competitive compensation and benefits package that includes:

• Medical, dental, and vision insurance
• Life insurance
• 401k Retirement Plan (matching contribution=5%, immediate vesting)
• Paid Time Off (PTO)
• Paid Holidays
• Educational Reimbursement (for employees)

"Actual compensation is determined based on experience, education, skills, internal equity, and other job‑related factors."

EOE