Universal Branch Associate

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.
• Support Credit Union initiatives.
• Maintain regular attendance and punctuality.

Requirements

• High School Diploma, GED, or equivalent.
• NYS Notary Public license within 12 months.
• Minimum 1 year of customer service and sales experience.
• Previous teller or cash handling experience preferred.

Benefits

• Professional Development Training
• Student Loan Repayment & Tuition Reimbursement Programs
• Medical, Dental, and Vision coverage (starting at $20 per month)
• 401(k) with employer match and non-elective contribution
• Paid time off, holidays, and community volunteer time
• Life, Short-Term, and Long-Term Disability Insurance
• Discounted Loan Rates & Fees

Our partner is an AA/EEO employer committed to equal opportunity and diversity. All qualified applicants will receive consideration for employment.