Branch Representative (Georgetown) - Seattle, Washington | CareerCircle
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Branch Representative (Georgetown)

Aston Carter


Posting ID: JP-002556382

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Seattle, Washington
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Essential Job Functions: • Supports, promotes and cross-sells Credit Union products and services. • Processes Most Member Transactions • Open new accounts and establish member relationships, as the first point of contact • Provides information and applicable forms concerning products and services. • Interviews members to analyze and determine members’ needs. • Balances at end of each business day. • Maintains required records. • Answers incoming phone lines and, if necessary, directs calls to the appropriate personnel. • Maintains product sales in accordance with branch goals. • Converts qualified referrals to new business in accordance with supervisor goals. • Maintains a Quality Loop satisfaction rating in accordance with credit union goals by providing high quality service based on our service standards • Demonstrate effective sales and services interactions using the Member Interaction Model. • Maintains knowledge of SCU’s Bank Secrecy Act policy, procedures, and practices to meet compliance requirements. Other duties may be assigned.


customer service oriented, Banking, Clerical, operational support, customer service, customer support, 10-key, 10 key, Retail, Team oriented, Financial, Data entry, Operation

Top Skills Details:

customer service oriented,Banking,Clerical,operational support

Additional Skills & Qualifications:

Knowledge: • Education or job knowledge equivalent to high school education. • Comprehensive knowledge of state and federal regulations such as Reg. B, Reg. E, Reg. D, Reg. CC, Reg Z, and the Bank Secrecy Act. • Comprehensive knowledge of credit union history and its philosophy preferred. - Looking for someone who has a office/setting type background. Skills: • Accurate 10-key skills. • Accurate keyboarding/typing skills. • Good communication skills. • Strong people and customer service skills. Abilities: • Ability to communicate with tact, discretion, and courtesy within and outside the organization. • Ability to perform basic math calculations. • Ability to operate various office equipment. • Ability to handle stress in a high volume and fast-paced environment. • Must maintain very satisfactory attendance. • Professional appearance and demeanor. • Fluent in both written and spoken English and Spanish is a NICE to have. Experience: • Minimum six months of retail/customer service. • Minimum six months of previous experience working with sales goals, referral goals, appointment or member attainment goals or up-selling products

Experience Level:

Expert Level

About Aston Carter:

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Contact Information

Recruiter: Alexis Gemmer

Phone: +14253053638


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