Branch Universal Representative

Overview

The Branch Universal Representative assists new and existing members, in person and on the telephone, with all their financial needs, including teller transactions, member service, and loans. Duties include opening and closing various types of accounts, processing transactions, resolving account problems, and providing assistance and information regarding all products and services of the Credit Union.

• Performs all teller functions, including deposits, withdrawals and loan payments, money orders, cashier's checks, transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records. Balance cash drawer and daily transactions ensuring accuracy.
• Greet members, in person and on the telephone while providing routine information concerning services. Assist members with opening and closing accounts, completing payroll deductions, direct transfers and direct deposit authorizations, answer questions about products and services, and resolve problems. Perform account and file maintenance, check orders, wire transfers and all other aspects of service to our members. Actively promote marketing campaigns.
  
  Identify opportunities to educate, advise, and identify product referral opportunities.
• Interview members, receive loan applications and process new loans. Educate and advise members to make informed decisions about their accounts to ensure members are meeting their financial goals and that member account information is accurate and current.
• Answer the phone queue to assist members on the phone, as well as in person.
• Performs other job related duties as assigned.

• Experience:
  
  One year to three years of similar or related experience.
• Education:
  
  A high school education or GED.
• Interpersonal
  
  Skills:
  
  Work involves personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Requires diplomacy and tact in communication.
• Other
  
  Skills:
  
  Working knowledge of established procedures, policies, processes, etc.; understanding of credit union operations; effectively communicates information to members. General equipment knowledge (e.g., computer).

Waukesha Branch is located at: 1600 Summit Avenue, Suite A, Waukesha, WI 53188. Lobby hours:
Monday - Thursday 9:00 a.m.

- 5:00 p.m., Friday 9:00 a.m.

- 6:00 p.m., Saturday 9:00 a.m.

- 12:00 p.m. Drive-Up hours:
Monday - Friday 9:00 a.m.

- 6:00 p.m., Saturday 9:00 a.m.

-1:00 p.m.

Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.