BankFund Credit Union
Account Services Representative (ASR)
BankFund Credit Union, Washington, District of Columbia, us, 20022
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Account Services Representative (ASR)
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BankFund Credit Union 4 months ago Be among the first 25 applicants Join to apply for the
Account Services Representative (ASR)
role at
BankFund Credit Union Job Description
Primary: Performs daily branch teller activities. Maintains Service PACT standards at all times. Participates and supports branch sales efforts by referring/cross selling products to members. Job Description
Primary: Performs daily branch teller activities. Maintains Service PACT standards at all times. Participates and supports branch sales efforts by referring/cross selling products to members.
Secondary Functions: Operates Information Desk and or Resource Center as necessary.
Responsibilities
Refers and cross-sells products and services while working a teller window, Information Desk, or while engaged in conversation with members. Creates and maintains a Service PACT culture by identifying needs based opportunities to enhance and deepen member relationships. Refers members to Member Services Representatives or other departments as appropriate. Achieves individual metric goals. Helps implement and participates in branch promotions. (Sales) Runs a teller window. Processes transactions, which may include the following: checking and savings deposits, checking and savings withdrawals, payments, official checks, travelers cheque or other Credit Union products. Performs Teller, ATM, Express Box and coin machine settlements. Answers routine member inquiries and works with other areas in the Credit Union to resolve member problems. Develops proficiency in tasks related to branch operations. (Operations) Follows all established Service PACT Guidelines to include servicing the member while standing, relaxing, evaluating, presenting and closing any referrals as appropriate, and thanking members. (Member Service) Acts and communicates in a manner that creates and maintains a positive work atmosphere with members, vendors, co-workers and management. Participate in annual Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) training and demonstrate knowledge and understanding of the BSA and OFAC, including the immediate reporting of unusual or suspicious activity to the Risk Management Department. Undertake additional training specific to daily responsibilities and as required to ensure continued compliance with all applicable regulations Ensure the Credit Unions safe harbor protections as allowed by the BSA. Understand that if confronted with knowledge of existence of a Suspicious Activity Report (SAR), an obligation exists to preserve the confidentiality of that SAR, as well as any information that may reveal the existence of a SAR. Maintain awareness of, and immediately report to the Compliance Officer, any unauthorized disclosure of a SAR, or unauthorized disclosure of information related to a SAR. Understand that failure to do so is a violation of federal law and may lead to both civil and criminal penalties for SAR disclosure violations. Demonstrate commitment to the Credit Unions Service PACT philosophy. Performs other work related duties as assigned by Branch Management.
Required Experience
Education:
College Degree in related field or equivalent combination of Education and Experience and or sales experience preferred. Without college degree: 6 months teller experience or 1 year customer service/sales
Additional Managerial Qualifications
Strong problem solving abilities with the ability to think independently. Excellent Customer Service and Communications Skills Problem solving ability Basic knowledge of personal computers and related office software. Ability to work flexible schedule as required. Ability to multi-task. Ability to spend a considerable amount of time standing and walking around the branch and other locations as required.
Benefits
Competitive salary and benefits offered
Keyword: Account Services Representative (ASR) Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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Account Services Representative (ASR)
role at
BankFund Credit Union 4 months ago Be among the first 25 applicants Join to apply for the
Account Services Representative (ASR)
role at
BankFund Credit Union Job Description
Primary: Performs daily branch teller activities. Maintains Service PACT standards at all times. Participates and supports branch sales efforts by referring/cross selling products to members. Job Description
Primary: Performs daily branch teller activities. Maintains Service PACT standards at all times. Participates and supports branch sales efforts by referring/cross selling products to members.
Secondary Functions: Operates Information Desk and or Resource Center as necessary.
Responsibilities
Refers and cross-sells products and services while working a teller window, Information Desk, or while engaged in conversation with members. Creates and maintains a Service PACT culture by identifying needs based opportunities to enhance and deepen member relationships. Refers members to Member Services Representatives or other departments as appropriate. Achieves individual metric goals. Helps implement and participates in branch promotions. (Sales) Runs a teller window. Processes transactions, which may include the following: checking and savings deposits, checking and savings withdrawals, payments, official checks, travelers cheque or other Credit Union products. Performs Teller, ATM, Express Box and coin machine settlements. Answers routine member inquiries and works with other areas in the Credit Union to resolve member problems. Develops proficiency in tasks related to branch operations. (Operations) Follows all established Service PACT Guidelines to include servicing the member while standing, relaxing, evaluating, presenting and closing any referrals as appropriate, and thanking members. (Member Service) Acts and communicates in a manner that creates and maintains a positive work atmosphere with members, vendors, co-workers and management. Participate in annual Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) training and demonstrate knowledge and understanding of the BSA and OFAC, including the immediate reporting of unusual or suspicious activity to the Risk Management Department. Undertake additional training specific to daily responsibilities and as required to ensure continued compliance with all applicable regulations Ensure the Credit Unions safe harbor protections as allowed by the BSA. Understand that if confronted with knowledge of existence of a Suspicious Activity Report (SAR), an obligation exists to preserve the confidentiality of that SAR, as well as any information that may reveal the existence of a SAR. Maintain awareness of, and immediately report to the Compliance Officer, any unauthorized disclosure of a SAR, or unauthorized disclosure of information related to a SAR. Understand that failure to do so is a violation of federal law and may lead to both civil and criminal penalties for SAR disclosure violations. Demonstrate commitment to the Credit Unions Service PACT philosophy. Performs other work related duties as assigned by Branch Management.
Required Experience
Education:
College Degree in related field or equivalent combination of Education and Experience and or sales experience preferred. Without college degree: 6 months teller experience or 1 year customer service/sales
Additional Managerial Qualifications
Strong problem solving abilities with the ability to think independently. Excellent Customer Service and Communications Skills Problem solving ability Basic knowledge of personal computers and related office software. Ability to work flexible schedule as required. Ability to multi-task. Ability to spend a considerable amount of time standing and walking around the branch and other locations as required.
Benefits
Competitive salary and benefits offered
Keyword: Account Services Representative (ASR) Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at BankFund Credit Union by 2x Get notified about new Account Services Representative jobs in
Washington, DC . Washington, DC $97,000.00-$119,800.00 1 week ago Washington, DC $94,000.00-$163,000.00 1 week ago Washington, DC $146,000.00-$167,500.00 3 weeks ago Tysons Corner, VA $55.00-$65.00 4 weeks ago Account Rep II, Fulfillment Recruitment & Development
Starlink Enterprise Account Manager (Government)
Washington DC-Baltimore Area $125,000.00-$150,000.00 1 week ago Washington DC-Baltimore Area $65,000.00-$120,000.00 1 month ago Washington, DC $38,133.00-$95,333.00 6 days ago Washington, DC $103,000.00-$148,000.00 2 days ago Strategic Account Manager, Wholesale & Affinity Accounts
Washington DC-Baltimore Area $85,294.00-$100,220.00 6 days ago Washington, DC $29,786.00-$110,000.00 2 days ago Account Representative - State Farm Agent Team Member
Upper Marlboro, MD $45,000.00-$60,000.00 1 year ago Assistant Account Manager I - Parking Operations - non-exempt
McLean, VA $50,000.00-$55,000.00 3 weeks ago Washington DC-Baltimore Area $3,000.00-$5,000.00 2 weeks ago Entry-Level Government Account Representative
Reston, VA $40,000.00-$50,000.00 1 week ago Account Representative - State Farm Agent Team Member
Maryland, United States $38,000.00-$55,000.00 3 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr