Assist in the branch’s daily opening and closing activities.Generate referrals and leads to the platform, Branch Business Specialist, and/or LBE, Real Estate Mortgage Officer, SAFE Financial Services, and SAFE’s Business Development Officer.Assist in achievement of branch sales goals.Initiate a sales activity with every member interaction.Achieve monthly personal sales and referral goals.Develop personal sales and referral skills.Maintain individual cash drawer with appropriate drawer limits and balance drawer at the end of shift, or as instructed by Management.Thank members for their business and use SAFE in the closing statement.Process over-the-counter requests for cashier’s checks, Visa cash advances, gift cards, postage stamps, temporary checks, and Visa debit cards.Accept and process deposits, withdrawals, and payments according to SAFE’s policies and procedures.Use the member’s name at least twice during the transaction.Pleasantly greet all members within ten seconds and ten feet.Provide transactional service to members.Develop and maintain positive member and staff relationships.Will work in and travel to branches within any of the designated regions. Processes a variety of member transactions and educates our members about products and services that will help improve their financial well-being. Responsible for becoming a professional expert, offering members the best solutions and an exceptional experience every time. Exact compensation may vary based on skill, experience and location.
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