Branch Experience Specialist - Santa Fe, NM

Description

A key component of this is to identify the financial needs of the member and recommend an appropriate credit union solution.

Level I & II :

• Assist members of the credit union with their financial needs in a professional, friendly, knowledgeable, and timely manner.
• Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms.
• Process paying and receiving transactions to include: deposits, loan payments, cashiers checks, and issuance of gift and travel cards, closing accounts, stop payments, address file maintenance, answering questions about products and services, and problem resolution. Maintain and balance operating cash daily.
• Maintain and balance operating cash daily.
• Greet members/guests to establish rapport and direct to appropriate area.
• Promote a needs based member education culture within the branch to identify opportunities to promote credit union products and services to live DNCU’s mission of improving lives while meeting and/or exceeding established member education goals.
• Work effectively in a team environment contributing to the success of the branch and organization.
• Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.
• Perform other related job duties as assigned.

Senior:

• Serve as a role model and coach for proactive member service initiatives.
• Assist members of the credit union with their financial needs in a professional, friendly, knowledgeable, and timely manner.
• Support management with daily, weekly, and monthly operational tasks as well as cash and other audits.
• Proactively mentor, direct, and coordinate the activities of the Branch Service Specialist staff and assist the branch management team in meeting branch, organizational, operational, member education expectations.
• Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms.
• Process paying and receiving transactions to include deposits, loan payments, cashier’s checks, and issuance of gift and travel cards, closing accounts, stop payments, address file maintenance, answering questions about products and services, and problem resolution.
• Maintain and balance operating cash daily.
• Greet members/guests to establish rapport and direct to appropriate area. Promotes a needs based member education culture within the branch to identify opportunities to promote credit union products and services to live DNCU’s mission of improving lives while meeting and/or exceeding established member education goals.
• Work effectively in a team environment contributing to the success of the branch and organization.
• Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.
• Perform other related job duties as assigned.

This role is eligible for a $1.00 per hour differential. This differential will be added to your hourly rate. If you depart this role, your hourly rate will be REDUCED by this $1.00 per hour differential.

Level I:
The salary range for this position is $15.77 - $19.71 an hour. New hires are typically brought into the organization at a rate between the range minimum and the range maximum, depending on qualifications, internal equity, and the budgeted amount for the role.

Level II:
The salary range for this position is $17.39 - $21.74 an hour. New hires are typically brought into the organization at a rate between the range minimum and the range maximum, depending on qualifications, internal equity, and the budgeted amount for the role.

Senior:
The salary range for this position is $19.32 - $24.15 an hour. New hires are typically brought into the organization at a rate between the range minimum and the range maximum, depending on qualifications, internal equity, and the budgeted amount for the role.

• Medical, Dental and Vision insurance. Available the first of the month following date of hire.
• 401(k) - Traditional or Roth
• Paid Time Off
• Eleven paid holidays/year
• Employer-Paid Benefits:
  Employee Assistance Programs (EAP), Short-Term & Long-Term disability
• Other great benefits:
  Wellness Reimbursement…