Job Overview:

The Branch Services Representative plays a dual role, providing excellent customer service in a retail banking setting while also handling back-office administrative tasks. In the mornings, you'll assist members with their banking needs, answer inquiries, and cross-sell credit union products. In the afternoons, you'll shift to administrative duties, making outbound calls, following up on documentation, and processing data. This role requires a confident, customer-focused individual with attention to detail, strong communication skills, and the ability to recommend and sell products. Perfect for someone with a background in customer service, retail, or serving.

Job Duties:

Provide front-facing retail banking services to members, addressing their financial needs and inquiries Assist members with transactions, account management, and service-related questions Cross-sell and upsell credit union products and services to meet members' needs Maintain a professional, personable, and approachable demeanor as the face of the organization Perform outbound calling (approximately 20 calls per day) to follow up on missing documents and member inquiries submitted via support tickets Handle data entry and various administrative tasks in the back office Ensure accurate and timely processing of member information and documentation Stay knowledgeable about credit union products and services to confidently recommend and sell to members Maintain strong attention to detail and comfort with numbers for account management and service accuracy Collaborate with internal teams to resolve member issues and improve service efficiency

Qualifications:

1-2+ years of customer service experience (retail, serving, or similar background) Comfortable with numbers and basic math Confident in making product recommendations and sales Organized, detail-oriented, and proactive in following up with members #

NOTGA Job Type:

Full-time Pay:

$15.35 - $22.50 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Tuition reimbursement Vision insurance

Physical Setting:

Office Application Question(s): Are you comfortable working with numbers or math related tasks? (YES/NO)

Experience:

Banking:

1 year (Preferred)

Customer Service:

1 year (Preferred) Ability to

Relocate:

Reston, VA 20191: Relocate before starting work (Preferred)

Work Location:

In person