Branch Support Representative Summary PenFed Credit Union is hiring a Branch Support Representative at our Ponce branch in Ponce, Puerto Rico. The primary purpose of this job is to deepen member relationships by offering appropriate financial solutions and services to meet our members’ needs. A Branch Support Representative is also trained to conduct cash transactions and will be asked to process these transactions both accurately and efficiently as needed. Essential Functions 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. Deliver results by meeting or exceeding goals in a member-centric, results driven environment. Display strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships , and demonstrate a commitment to providing personalized service. Demonstrate member service skills and the ability to resolve problems independently; utilizing critical thinking, and problem-solving skills or escalate as needed to promote member satisfaction. Utilize industry leading solutions to meet the unique life needs of our members to include home ownership, wealth management, financial education, and managing debt. Establish solid relationships with teammates, business partners and internal network by fostering teamwork and collaboration. Display passion, commitment, and a drive to deliver an experience that improves our members’ financial lives by explaining and cross-selling all PenFed loan and share products as appropriate. Demonstrate initiative and a commitment to continuous learning, and the ability to adapt to changing demands and requirements. Assist members’ thorough loan process to include inputting loan applications, reviewing terms and conditions, and disbursement. Remain knowledgeable of the competitive landscape within the financial services industry. Strong organizational skills including the ability to manage multiple responsibilities and prioritize. Provide assistance performing cash transactions when necessary to meet member needs and deliver best in class member experience. Provide support to other branches to include working weekends and/or extended hours as required to operate the business. Education and Experience Equivalent combination of education and experience is considered. Associate’s Degree in Finance or related field preferred. Minimum of two (2) years’ of related work experience is required, preferably in a financial institution. Excellent oral and written communication skills. Supervisory Responsibility This position will not supervise employees. Licenses and Certifications There are no additional licenses and/or 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 is required. About Us Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 1.8 million members and over $25 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico, Okinawa, and Portugal. 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. Our mission isn’t simply to help our members get by. We exist to help them realize every ounce of their potential. We exist to educate, and to encourage. We exist to usher their dreams into the land of reality. 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 571-341-6572.
