Associate Banker at We Florida Financial – Margate, Florida

Purpose: The primary function of this job is to provide outstanding service to members by coordinating service delivery to members in the office, demonstrating the use of service delivery systems, promoting & referring Credit Union services and products to new and existing members, and by fully using job-relevant technical skills, maintaining/updating technical skills, and seeking to enhance service skills. This position requires that the individual be very comfortable in a public contact position and requires the employee to demonstrate a general knowledge of the Associate Banker duties. All front-office positions are high visibility/high volume and require the ability to make decisions within the established guidelines, the willingness to work within a sales environment, and the ability to be a team player in an organization that values the spirit of teamwork.

Required Core Positions Functions

Responsible for meeting established sales goals for WEFF products and servicesResponsible for producing sales referrals for new accounts and loans as assignedUtilize empowerment matrixFollow WEFF’s service guidelinesPossess thorough knowledge of all banking products and servicesExplain Credit Union products/services to membersRefer members to appropriate departments as requiredProcess member account inquiries and respond to member problemsAssist in end-of-day processingAdhere to work environment maintenance standardsConduct Teller transactions in person and over videoHigh degree of tech knowledge to include use of video conferencing, on-line, mobile banking, use of virtual meeting such as teams and WebEx.Perform specific and delegated duties as assigned by management Engage in professional, positive, and productive communication with members who use Interactive Teller MachinesActively educate members about products and services by asking appropriate questions, uncovering member needs, and recommending solutionsProvide guidance on digital tools and services to enhance the member experienceGreet members in branch locations and determine the nature of member’s businessEnsure members receive service in a timely mannerDemonstrate a general knowledge of all Associate Banker duties, including check processing/hold policies and all back-office processes and functionsDemonstrate knowledge of Phone Service, Service Support, and Sales Support job functions

Other Functions

Job Qualifications

Knowledge of:

Skills

Cash handling procedures Products/servicesPolicies/procedures and service philosophySafety/security programs (i.e., false alarms, robberies, bomb threats and extortion) In-house computer systemRegulatory understanding
• Vision: Ability to complete necessary paperwork
• Safety/security programs (i.e., false alarms, robberies, bomb threats and extortion)
• In-house computer system
• Speech/Hearing: Ability to communicate verbally with staff, members, and vendors
• Manual Dexterity: Ability to perform necessary computer-related input

Physical Mobility:

• Requires significant finger manipulation, hand-arm manipulation, hand/arm steadiness, eye/hand/foot coordination, limb movement without visual control, hand/ear coordination skilled body coordination, and skilled body positioning
• Possess mental concentration to resolve basic problems which are relatively redundant
• Keep personal work updated and accurate
• Accept limited responsibility for funds/records
• Accept responsibility for access to confidential data

Education/Experience

• High school level of language, math, and reasoning skills
• Two years' experience in a related field with equal responsibilities
• Formal training should be supplemented with continuing internal and external education and self-development programs