Branch Support Representative
Assist members, explain and cross-sell all PenFed loan and share products as appropriate.
Prepare loan documents for review and disbursement as necessary.
Maintain knowledge of operation, service, security, balancing procedures and rules and regulations regarding all branch operations.
Input and update loan and share data into an automated system.
Maintain a current knowledge of outside competitive products.
Balance loan disbursements.
Ensure the accuracy of monies received and disbursed, validate receipts and tape summaries of teller transactions.
Determine cash needed for each day's business and disburse from vault as needed, while maintaining records of all disbursements.
Assist tellers when questions arise concerning checks or share withdrawals and authorize transactions.
Maintain records of deposits, withdrawals, money orders, travelers checks, and share drafts.
Ensure the security of monies, checks, money orders and equipment in the teller station.
Determine loan payoffs, cashes checks, furnishes loan and share balances, provide account numbers, and disburse share withdrawals after verifying proper identification.
Balance cash drawer on a daily basis and prepares settlement sheets.
Fax rate sheets to the branches.
Order supplies and sorts the mail for the branch.Education and Experience Equivalent combination of education and experience is considered.
Associate’s Degree in Finance or related field required.
Minimum of two (2) years’ of related work experience is required.
This position will not supervise employees.
There are no additional certifications required.
Bending, Stretching or Reaching
Talking on the phone, person-to-person & in group
XHearing on the phone, person-to-person & in group
XVision for near, mid-range, far, peripheral, depth and color
XUse of computer
XUse of telephone
XUse of office equipment
XPushing/pulling/lifting/ carrying from 5 to 50 lbs.
About Us Founded in 1935, and still growing, we began as the War Department Federal Credit Union. Today, PenFed is one of the country’s strongest and most stable financial institutions with over 1.5 million members and over $21 billion in assets. We serve members in all 50 states and the District of Columbia, as well as on military bases in Guam, Puerto Rico and Okinawa. 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.
PenFed is an Equal Opportunity EmployerPenFed will maintain and observe personnel policies which will prohibit discrimination or harassment against a person because of race, color, creed, age, sex, gender, religion, national origin, ancestry, genetic information, military or veteran status or obligation, the presence of a physical and/or mental disability and all other 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 703-838-1568.