Relationship Representative – Float

Teachers Credit Union
Published
October 9, 2019
Location
Indianapolis, IN
Category
Job Type

Description

Relationship Representative - Float

We are searching for an experienced Relationship Representative - Float. 
Indianpolis, Indiana 46208

Essential Function

Relationship Representative performs financial transactions efficiently, accurately, and in a professional manner while providing quality member service focused on building relationships and expanding TCU’s wallet share. Will float between designated service centers and provide support to multiple branch locations as needed.

Primary Responsibilities & Duties

  1. Proficiently performs the duties and responsibilities of the Service Center Representative (See Service Center Representative Job Description).

  2. Responsible for following established guidelines and procedures while processing new and existing accounts, IRAs, CDs, HSAs, loan applications, and all other basic lending functions.

  3. Responsible for complex problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.

  4. Responsible for individual performance goals and results as directed by Service Center Management

  5. Responsible for providing operational and member service assistance to the teller staff.

  6. Participate in continuing education as assigned.

  7. Assumes other miscellaneous responsibilities as assigned for the efficient operation of the service center.

  8. Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union, including traveling to the designated service centers in the district to provide additional support as determined by the District Manager.

Specific Skills

  • Excellent human relations skills including verbal and written communication skills.

  • Proficient cash handling skills.

  • Strong analytical and decision making skills to problem solve, empathize, and find workable solutions which mutually benefit TCU and its membership.

  • Able to work in a fast-pace / diverse environment.

  • Ability to travel to multiple service centers within the designated district and adapt to the varying needs of the memberships at the locations.

  • Able to meet and exceed goals.

  • Self-driven.

  • Practical application and general understanding of various computer applications.

Accountability

  • Accountable for the quality of member service rendered, proper documentation of loans and other services, adherence to TCU Sales and Service Expectations.

  • Protection of assets and security of the branch and personnel are a basic responsibility.

  • Accountable for understanding and applying TCU policies and procedures relating to the Bank Secrecy Act (BSA/AML, CIP and OFAC).

  • Display a willingness to learn and grow, initiate personal development and participate in TCU and community events.

  • Accountable for understanding and applying government laws and regulations and TCU policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.

Minimum Requirement

  • High School Diploma, GED or equivalent certification.

  • 2 years or more of financial services experience. 

  • Knowledge of sales and financial services generally acquired by two or more year’s practical experience within a financial institution or related field.

Non-Exempt

Hourly Wage

16.81 - 21.01

Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

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