Universal Branch Associate

A financial institution is currently recruiting for the position of Universal Branch Associate Float Region 1 in Latham, NY. The primary function of this role is to provide high-level member service through efficient and accurate transaction processing and a consultative needs-based sales approach. The position involves traveling to various locations within a specific cluster of branches based on staffing needs.

Responsibilities

• Accurately process transactions
• Educate members on transaction processing through various channels such as Internet Banking, mobile app, audio response, and Contact Center
• Resolve member complaints and concerns efficiently, involving other functional areas as needed
• Assist with member inbound calling to support the Contact Center
• Use a needs-based sales approach to uncover and meet members' financial needs with additional products and services
• Handle large...

Our partner is hiring a Universal Branch Associate in Latham, NY. The primary role is to provide exceptional member service through efficient transaction processing and a consultative sales approach aimed at building and maintaining member relationships.

Responsibilities:

• Accurately process transactions and educate members on various transaction channels.
• Resolve member complaints promptly and involve other departments as needed.
• Handle large volumes of cash and negotiable items.
• Assist with daily operational tasks and branch maintenance.
• Open new memberships and accounts, process loans, and refer members to relevant financial services.
• Adhere to policies and procedures while utilizing systems for cross-selling.
• Acquire and maintain knowledge of products through ongoing training.
• Meet or exceed individual and team sales goals.
• Support marketing initiatives to...

A partner company is currently recruiting for the position of Universal Branch Associate in Pleasant Valley, NY. The primary function is to provide high-level member service through efficient, accurate transaction processing and a consultative needs-based sales approach. This role focuses on establishing new member relationships, and deepening and retaining existing relationships, to cross-sell various products and services.

Responsibilities

• Accurately process transactions.
• Educate members about transaction processing through various channels such as Internet Banking, mobile app, audio response, and Contact Center.
• Resolve member complaints and concerns efficiently, involving other functional areas as needed.
• Handle large volumes of cash and negotiable items.
• Assist management with daily operational tasks including operator, ATM, TellerInfinity, and branch proof.
• Open new memberships,...

Our partner is seeking a Universal Branch Associate in Rhinebeck, NY. The primary goal is to provide high-quality member service through accurate transaction processing and a consultative sales approach.

Responsibilities:

• Accurately process transactions.
• Educate members on transaction processing methods.
• Resolve member complaints efficiently.
• Handle cash and negotiable items.
• Assist with daily operational tasks.
• Open new memberships and accounts, and process loans.
• Refer members to appropriate branch partners.
• Follow all policies and procedures.
• Acquire in-depth knowledge of credit union products.
• Train new Universal Branch Associates.
• Meet or exceed sales goals.
• Support marketing programs and promotions.
• Adhere to Credit Union policies and regulatory requirements.
• Participate in training and development.
...

Our partner is currently recruiting for the position of Universal Branch Associate in Latham, NY. The primary function is to provide high-level member service through efficient and accurate transaction processing, applying a consultative needs-based sales approach to establish, deepen, and retain member relationships, and to cross-sell products and services.

Responsibilities:

• Accurately process transactions.
• Educate members on transaction processing methods.
• Resolve member complaints and concerns efficiently.
• Handle large volumes of cash and negotiable items.
• Assist with daily operational tasks.
• Open new memberships, accounts, and loans.
• Refer members to branch business partners.
• Follow all policies and procedures.
• Utilize required programs for cross-selling.
• Acquire in-depth knowledge of credit union products.
• Train new Universal Branch...