Job Description

Branch Floater I, II, or III DOE - Prescott Gurley


The Branch Floater II is accountable for fostering growth of relationships within the credit union through sales/service of loan and deposit products, to include consumer and business to new and existing members, while providing superior member service. Assist members with financial transactions on various accounts while enhancing member relationships by cross selling and referring credit union products. Traveling from branch to branch will be required; the credit union will make every effort to notify the associate well in advance of any branch travel schedules. There may be times when this is not possible and the associate will be required to travel as needed. Any individual who meets the definition of a mortgage loan originator and is employed by a federal agency-regulated institution will need to be registered on NMLS.

Essential Duties and Responsibilities

  • Interviews members to obtain information and explains available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, mortgages, and business banking products.

  • Enhances existing member relationships by cross selling products/services that will improve their financial condition.

  • Types account information obtained from member on record card or form, and enters into computer.

  • Answers member questions and investigates and corrects errors, following member and establishment records.

  • Presents funds received from member to Teller for deposit, and obtain receipt for member.

  • Interviews members to obtain information to include all consumer loan products/services. Obtains and reviews credit records from credit reporting agency when applicable and looks for additional cross-sell opportunities.

  • Executes wire transfers of funds.

  • Maintains a thorough knowledge of all types of accounts, rates, and services offered by the Credit Union.

  • Maintains a comprehensive knowledge of products and services.

  • Maintains knowledge and understanding of all third party products provided to include all ancillary products. Such as Debt Cancellation, VSA, GAP and others.

  • Maintains common knowledge of membership eligibilities.

  • Maintains working knowledge of credit union operational processes and error correction procedures.

  • Maintains understanding of Check Systems, credit reports, & on-line check ordering.

  • Maintains complete understanding of loan application, and loan paper work and the process including loan funding within the existing lending systems.

  • Demonstrates the ability to book a loan and perform file maintenance for accuracy.

  • Maintains common knowledge of compliance & regulatory issues, credit union policies and procedures through continued education.

  • Supports Marketing with membership/product campaigns.

  • Receives checks and cash for deposit, verifies amount, and examines checks for endorsement.

  • Cashes checks and pays out money after verification of signatures and member balances.

  • Enters members' transactions into computer to record transactions, and issues computer generated receipts.

  • Places holds on accounts for uncollected funds.

  • Orders daily supply of cash, and counts incoming cash.

  • Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.

  • Explains, promotes, or sells other credit union products or services.

  • Removes deposits from, and counts and balances cash in, automated teller machines and night depository.

  • Accepts loan payments.

  • Posts mail daily

  • Completes federally regulated and other internal compliance documents such as CTR’s, SAR’s, hold notices and negotiable.

  • Develop an understanding of Credit Union philosophy, organization, bylaws, and operational procedures and comply with the requirements of the Bank Secrecy Act, AML, OFAC and all other applicable State and Federal Financial Institution Regulations.

Education and/or Experience

High school diploma or general education degree (GED); six months to two years related experience within a financial institution and/or training. Previous teller experience preferred.

550 E Gurley St, Prescott, AZ 86301 USA

Application Instructions

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