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PenFed Credit Union Universal Representative in Copperas Cove, Texas

Overview

Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it’s about being a part of the PenFed family.

PenFed is hiring a Universal Representative in Copperas Cove, Texas. The primary purpose of this job is to assist with members service needs in form of selling of products, completing teller transactions, accurate balancing and performing additional operational duties. This position can also assist in the training of other branch employees. This position will play a vital role in delivering Best in Class Member Experience. The incumbent will work directly with the Branch Service Representative (BSR) sales team utilizing sales techniques to uncover member needs while creating a positive member experience.

Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

  • Assist & Greet current prospective members in person or on the phone.

  • Evaluate needs of potential members and offers appropriate financial products and services.

  • Identify sales opportunities using open ended questions to uncover financial needs, while presenting options and alternative solutions.

  • Maintain knowledge of PenFed’s products and services such as membership, checking, credit cards, loans, etc.

  • Provide ongoing relationship with current members to gain additional services. Utilize sales techniques to uncover member needs and match to the credit union products and serve

  • Assist and educate members on the use of PenFed Online (PFOL), mobile banking and other remote channels of banking. Assist members and explains all PenFed products and serv

  • Resolve complex member problems using various PenFed channels within delegated limits as appropriate.

  • Prepare loan documents for review and disbursement as necessary.

  • Maintain knowledge of operations, security, balancing procedures and rules and regulations concerning the ATMs and operations.

  • Maintain knowledge of PenFed policies and procedures.

  • Remain current on outside competitive products.

  • Conduct quality assurance monitoring of documents to be sent to Member Records.

  • Provide input to and assists in the implementation of new marketing projects.

  • Conduct member transactions when requested.

  • Maintain teller cash drawer limits within PenFed policies and procedures.

  • Balance cash drawer daily and prepares individual settlement sheets.

  • Maintain accurate records of deposits, withdrawals, official checks, POS, and share drafts.

  • Assist with the daily balancing and closing out of the branch.

  • Assist in training of new teammates.

  • Perform various Universal Representative (UR) responsibilities that may include, but not limited to, determining loan payoffs, cashes checks, furnishing loan and share balances, provide account numbers, and disburses share withdrawals after verifying proper identification.

  • Provide support to other branches to include working weekends and/or extended hours as required to operate the business.

  • Support additional PenFed initiatives to support needs of members, and business.

Qualifications

Equivalent combination of education and experience is considered.

  • High School Diploma or G.E.D. is required.

  • Minimum of one (1) year of superior customer service experience is required.

  • Teller experience is preferred.

Supervisory Responsibility

This role will not supervise employees

Licenses and Certifications

There are no additional certifications required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.

Travel

Ability to travel to various worksites and be on-call may be required.

Special Message Regarding COVID 19

PenFed is continuing to hire and train exceptional individuals to help us serve our 2 million members both here and around the world. In light of the current situation with novel coronavirus (COVID-19), we have modified our hiring, onboarding, training, and deployment protocols in order to comply with current local and state guidance around social distancing.

About Us

Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2 million members and over $26 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.

We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.

Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.

PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 531-444-8329

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