Reports to: Varies by location
Primary Functions: Provide branch assistance to area branches. Assist in conducting training to branch employees with an emphasis placed on providing prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Provide support regarding new products and services, and new programs and processes to encourage change.
Duties and Responsibilities:
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Two years of increasingly responsible experience in a related field preferred.
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Strong communication and personnel management skills. Ability to effectively ask questions, problem solve and provide solutions. Must be able to travel and may require use of own vehicle. Must be able to lift 25 pounds.
Tenure: Senior Branch Services Specialist, Category 12, requires six months tenure in the Senior Financial Service Representative, Category 13 position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Directly related work experience and/or accelerated training completion may be substituted for tenure.