We are searching for an experienced Float Service Center Representative. Valparaiso, Indiana 46383
Service Rep performs financial transactions efficiently, accurately, and in a professional manner. Will float between designated service centers and provide support to multiple branch locations as needed, while providing quality member service focused on building relationships and expanding TCU’s wallet share.
Primary Responsibilities & Duties
Proficiently performs the responsibilities and duties of a Service Center Representative I. (See Service Center Representative I Job Description)
Responsible for discovering problems, needs, and opportunities by listening for clues in conversations, asking open-ended questions, completing fact-finding follow-ups, researching members’ accounts, making outbound and follow-up calls, and assisting with product promotions.
Responsible for following established guidelines and procedures while processing new accounts and opening new memberships.
Responsible for complex problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.
Participate in continuing education as assigned.
Assumes other miscellaneous responsibilities as assigned for the efficient operation of the service center.
Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.
Excellent human relations skills including verbal and written communication skills.
Proficient cash handling skills.
Strong analytical and decision-making skills to be able to be able to problem solve, empathize, and find workable solutions which mutually benefit TCU and its membership.
High level of TCU product knowledge with a full understanding of needs based selling.
Able to handle, verify, and reconcile large volumes of currency.
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.
General understanding of related computer applications
Responsible for using product knowledge to cross-sell and clearly communicate product features to staff and members.
Must have a full understanding of needs based selling, practice and use of Discovery Selling techniques in accordance with TCU’s Sales Process.
Responsible for daily decisions made within established guidelines set by the supervisor/manager, meeting pay-for-performance goals and displaying a positive image of the Credit Union.
Accountable for understanding and applying TCU policies and procedures relating to the Bank Secrecy Act (BSA/AML, CIP and OFAC).
Responsible for using all identified security precautions with regard to cash, checks and account management.
Accountable for Performance Management Goals as agreed upon with Supervisor.
High School Diploma, GED or equivalent certification.
One or more years of retail sales and/or cash handling or equivalent experience.
Knowledge of sales and financial services generally acquired by two to three year’s practical experience within a financial institution or related field.
14.50 - 18.12
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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The TCU Foundation
The TCU Foundation was established to support the Credit Union Vision of being a positive force in the communities served by TCU. The Mission of the TCU Foundation is “To promote financial literacy, education and other opportunities and causes supported by the membership, which directly benefit the communities in which TCU operates.”
We fulfill our Mission by:
Promoting the Credit Union Philosophy of “People Helping People”
Advancing Financial Literacy
Connecting People with Resources for Education, Employment, and Character Building Advancement