Branch Service Advisor

Psecu Harrisburg , PA 17101

Posted 2 months ago

PSECU, a high-tech progressive financial institution with more than $5 billion in assets, is seeking a Branch Service Advisor to assist members face to face with all aspects of transactions occurring in the Branch and Financial Centers to include complex member issues. The individual must be able to multi-task, problem solve and have sound decision making skills. This individual must be able to interact in a professional and friendly manner with our members. A strong knowledge of the core processing system, MS Excel, MS Word and MS Outlook are essential.

Benefits:

We offer a competitive salary, excellent benefits and a great work environment. Along with excellent medical and retirement programs and a generous leave package, our workplace offers tuition reimbursement.

Employee Type: Full-time

Schedule: Monday-Friday, anywhere from 7:15am-5:00pm dependent on branch needs

Starting Salary: $16.30/hour

Candidate must be bondable and credit worthy.

Requirements DUTIES AND ACCOUNTABILITIES

  • Essential for this position:
  • Performs all teller functions associated with position and location to include, but not limited to, cash deposits, withdrawals, bond redemption, member letters, producing statement/check copies for members, completion of Currency Transaction Reports, account analysis, detecting and reporting any and all unusual account activity or transactions to management or LP&S, review of applications and forms submitted by members for processing, name and address changes, verification process, check reorders, SST and member to member transfers, assist members with completion of payroll deduction, direct deposit and IRA forms and paperwork, cross sell PSECU products and services, assist applicants in opening new accounts in accordance with PSECU policy and is responsible for disbursing temporary checks and ATM cards, etc.

  • Understands and follows all PSECU's policies and procedures; particularly as they relate to branch operations and security. Must be able to successfully complete security training.

  • Balances assigned cash drawer to system totals per balancing procedures. Assists other Branch Service Advisors when out of balance situations occur.

  • Processes Guaranteed Signatures and Signature Validations according to procedures.

  • Prints temporary checks.

  • Verifies funds availability on large checks for deposit. Places account notes and share holds on funds.

  • Maintains and distributes items from file containing check pick-ups, statement pick-ups and any other items for member pick-up. Address any outstanding items not picked up by member in a timely manner.

  • Issues indemnity agreements to members and third parties when needed.

  • Documents voided check items on the cashier check disbursement/discrepancies and control list and forwards to the Accounting department daily.

  • Notifies LP&S of possible OFAC matches. Reports suspicious activity to Branch Manager, Lead Branch Manager or other management personnel.

  • Promptly answers all incoming telephone calls to branch and transfers callers to appropriate areas.

  • Assists with the branch balancing as needed.

  • Must be familiar with credit union products, policies and procedures and be able to accurately and effectively cross-serve these products to new and existing members in a positive and assertive manner.

  • Performs duties as outlined on unit checklists as needed to include Branch opening and closing functions.

  • Supports PSECU policies and procedures and supports management decisions. Follows established chain of command.

  • Informs the Branch Manager or Lead Branch Manager of member issues or concerns pertaining to the branch operations.

  • Must be flexible and available to work mandatory overtime.

  • Must attend mandatory branch meetings and required training.

  • Must be available to work at, PSECU locations, within a reasonable driving distance, as may be deemed necessary by management.

  • Must have the ability to work under pressure, act independently and ensure that assigned tasks are completed in a timely fashion. The need to manage time and priorities is essential.

  • Must provide member service and display professionalism at all times to include but not limited to keeping work area organized and adhering to the branch dress code and workstation guidelines.

  • Provides training to new Branch Service Advisors.

  • Identifies and updates procedures for this position for manager review.

  • Keeps daily statistics and other spreadsheets updated.

  • Ensure proper robbery and security response procedures are followed as needed.

  • Ensure proper evacuation procedures are followed as needed.

  • Assist with release testing as it relates to branch operations.

  • Adhere to break and lunch schedules as assigned.

  • Must be knowledgeable in the operations of the Transaction Services Department.

DUTIES AND ACCOUNTABILITIES

  • Essential for all PSECU Bargaining Unit:
  • Knowledge
  • Must be familiar with normal interpretation of Credit Union's operating principles, mission statement, products, policies and procedures. Must be familiar with federal and state regulations, if applicable, as they apply to the unit.
  • Workflow Management
  • Ability to effectively manage volume of work assignments. Ability to operate computer systems and other office equipment and perform calculations essential to this position in order to meet unit standards. Ability to type 25 to 35 words per minute, proficiency with required software, and have working knowledge of word processing and spreadsheet programs, as needed within scope of job.
  • Judgment
  • Exercise advanced judgment and appropriate decision making within scope of MSRII job duties.
  • Communication
  • Ability to interpret needs and respond using effective oral and/or written communication skills and proper action to meet member and/or internal customer needs. Ability to communicate honestly with manager regarding individual development needs and improvement of unit functions. Ability to communicate effectively with outside professionals as needed within scope of job.
  • Relationship Management
  • Ability to establish and maintain effective working relationships with co-workers, members and other business contacts of PSECU. Demonstrate PSECU's Operating Principles of PRIDE (Partnership, Reliability, Improvement, Dedication, and Ethics).
  • Attendance
  • Regular and consistent attendance is required to maintain acceptable performance standards and routine duties of the position within the normal operational guidelines of the unit.
  • Confidentiality
  • Confidentiality and document control is essential to this position to ensure member data is secure and protected from compromise.
  • Creditworthiness
  • Must meet creditworthiness standards (as defined in the Collective Bargaining Agreement).
  • Bondable
  • Must notify Human Resources in writing of conviction involving dishonesty, breach of trust or violation of the Pennsylvania Credit Union Code (17 Pa. S. C. A. 101 et seq.) during the course of employment with PSECU.

DUTIES AND ACCOUNTABILITIES - Non-essential:

  • Perform other duties and responsibilities as assigned.

  • Maintains an organized work area.

PHYSICAL DEMANDS AND SENSORY ABILITIES:

  • Repetitive movement of hands and fingers, i.e., for typing or writing.

  • Lifting and carrying containers weighing as much as 20-30 pounds, i.e., to/from building and vehicle, to a storage area

  • Sitting for long periods of time, i.e., at a desk, in meetings.

  • Ability to reach above, at and below the waist.

  • Ability to reach above, at and below shoulder level.

  • Occasional bending, kneeling, stooping and/or squatting.

  • Visual acuity.

  • Auditory acuity.

OTHER:

  • This position may be advertised in the public media.

  • Appointment to this position is subject to the terms of the Collective Bargaining Agreement.

  • Applicant may be required to complete one or more pre-employment assessments and/ or testing.

  • This position may be subject to telephone monitoring to assure quality member communications.

  • Reasonable accommodation may be made to enable a qualified individual with a disability or disabilities to perform the essential duties and responsibilities of the job.

  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

  • Please view Equal Employment Opportunity Posters provided by OFCCP here.

  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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