Branch Associate Job Description

Branch Associate Job Description

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Branch associate provides consultative services to Members regarding credit union products and services and ensures that team members are providing consultative services by assessing the Member's needs, addressing their concerns and gaining agreement.

Branch Associate Duties & Responsibilities

To write an effective branch associate job description, begin by listing detailed duties, responsibilities and expectations. We have included branch associate job description templates that you can modify and use.

Sample responsibilities for this position include:

Maintain a working knowledge of the complete line of products and services offered
Researches customer inquiries, orders checks and/or debit cards, returns phone calls, accepts and forwards wires, and other customer originated service needs with the intent of enhancing customer retention and exploring additional sales opportunities
Uses needs-based assessment tools to analyze and determine customer needs
Recommends and sells appropriate solutions (consumer and business) both in person and on the telephone
Assist and educate customers on the use of self service and remote channels
Uses sales model to uncover customer needs using open-ended questions
Researches and answers customer inquiries and requests regarding accounts, products, rates and services
Service Small Business customers as needed and sell to branch-managed businesses when no Small Business Banker is available
Refer larger Small Business and Commercial opportunities as identified during profiling to Branch Business Manager or Branch Manager
Maintain and care for company assets (includes rental fleet, truck, warehouse)

Branch Associate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Branch Associate

List any licenses or certifications required by the position: CFP, CPR, YMCA, CT, PMP, PRM, FRM, ACCA

Education for Branch Associate

Typically a job would require a certain level of education.

Employers hiring for the branch associate job most commonly would prefer for their future employee to have a relevant degree such as Collage and High School Degree in Education, Military, Business, Communication, Computer, General Education, Management, Human Services, Recreation, Spanish

Skills for Branch Associate

Desired skills for branch associate include:

Complete line of products and services offered
Taking responsibility to keep up to date and request assistance for further development needs
Credit union services and products
Endorsement requirements and credit union policies regarding the acceptance of checks
Spreadsheet software and ability to use word processing software
Investments
Takes responsibility to keep up to date and request assistance for further development needs
Acute care
BPML and BPEL
BPMN

Desired experience for branch associate includes:

Uses a conversation model to uncover customer needs using open-ended questions
Service Small Business customers as needed and sell to branch-managed businesses when no Branch Business Manager is available
Champion a customer centric culture
Maintain job proficiency and certification
Deliver on in branch customer experience for all segments to ensure a quality customer experience – every customer every time
Process transactions within established policies and procedures to ensure operational excellence

Branch Associate Examples

1

Branch Associate Job Description

Job Description Example
Our company is growing rapidly and is looking for a branch associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for branch associate
  • Manage walk in inquiries from customers at the branch on questions related to GrabRentals and GrabCar products and services
  • Offer car rental options and solutions to close the sales transaction with the driver
  • Follow up on any prospective drivers
  • Manage the creation of customers, reservation and and assignment of cars for the drivers
  • Prepare the rental agreements and explain the terms and conditions to drivers
  • Manage the tracking of sales for fleet partners
  • Support the fleet partners and operations functions as required
  • Assist in ensuring the team is kept abreast of new regulatory requirements, new DS Retail policies and procedures and new internal control requirements
  • Plan and execute internal control and compliance reviews of DS branches
  • Evaluate effectiveness of operational and compliance controls within DS branches and provide feedback to businesses on policies, procedures and processes, including reporting on control weaknesses and compliance risks
Qualifications for branch associate
  • 4-5 years of supervisory experience in the landscape or related industry
  • 2 or 4 year degree in a business-related field or equivalent experience in a service industry
  • Fluent written and spoken English is required, with local second language as an advantage
  • Proficiency in MS Office and Google applications preferred
  • Self-motivated individual who is capable to get things done within allocated time frame
  • One who is willing to be hands-on as needed and proactively assumes responsibilities for one’s actions
2

Branch Associate Job Description

Job Description Example
Our innovative and growing company is looking for a branch associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for branch associate
  • Continuously develop and update audit programs for the business units
  • Assist with department or divisional projects and new initiatives related to risk management and compliance as required
  • Assist branch staff in the understanding of compliance internal controls, policies and procedures where applicable
  • Distribute and log special items to corporate departments, branch personnel, vendors, and customers as demanded by the specific department’s needs, such as sales quotes, brochures, department newsletters, periodic operations reports
  • Maintain calendars and itineraries for branch personnel, arrange meetings/conference calls/travel
  • Own personal development and achievement of required responsibilities and skills-based behaviors to obtain Universal Branch Associate Certification status
  • Greet customers/prospects in the lobby, on the teller line, or on the phone
  • Research and answer customer inquiries with the intent of enhancing customer retention and engagement
  • Take an active role in educating customers on other banking channels other products and services - Leverage tools to recommend appropriate solutions in person, on the telephone, or via other channels
  • Numerous Other Duties Related to the Branch
Qualifications for branch associate
  • Preference for individuals with experience in sales-related role
  • Candidates with no relevant experience but have an aptitude for sales are welcome to apply
  • We perform General Ledger closing activities on quarterly basis
  • We prepare local financial statements and regulatory reporting
  • We deliver presentations and financial analysis to Branch managers
  • We provide financial information to top management to enable timely and accurate decision-making
3

Branch Associate Job Description

Job Description Example
Our growing company is looking for a branch associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for branch associate
  • Maintain calendars and itineraries for regional personnel, arrange meetings/conference calls/travel
  • Maintain confidential information pertaining to normal supervisory duties, personnel issues and customer issues
  • Ensure company issued office equipment is functioning, e
  • Responsible for maximizing sales with our current customers
  • Accompany Route Sales Representatives (RSR’s) on routes as needed
  • Reinforce the route management and customer call process, ensuring our customers receive great service
  • Upsell exiting customers and close category and product distribution voids on site visits
  • Provide verbal and written feedback to the RSR documenting performance and providing feedback
  • Responsible for repairs and installation of equipment in customer accounts including POP materials
  • Maintain direct relationships with key accounts that are assigned to the role
Qualifications for branch associate
  • Valid Driver Liscense
  • Four year degree in horticulture/other related field, or equivalent landscaping experience, and 3-5 years of management work experience
  • A working knowledge of business accounting and P&L statements is required, plus broad knowledge of horticulture, landscaping equipment and managing a fleet of company vehicles
  • Develop a Key Account Plan for these accounts, outlining how he/she will grow the business
  • Document call frequency
  • Might have supervisory responsibilities
4

Branch Associate Job Description

Job Description Example
Our company is growing rapidly and is looking for a branch associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for branch associate
  • Execute daily check-ins with the RSRs, as required, to ensure all planned stops were delivered, discuss any customer issues, and provides updates on weekly priorities
  • Follow up with customers as needed to resolve issues quickly and drive customer satisfaction
  • Reinforce company policies
  • Processes cash/check transactions at the window, including deposits, withdrawals, loan payments, transfers, traveler’s checks, cashier’s checks and money orders
  • Performs financial transactions in an efficient and accurate manner by providing accurate account information using account security procedures
  • Resolving issues relative to operational policies and procedures by following pre-determined list of steps/criteria/procedures
  • Support MIS to track and trend incoming calls/requests in an effort to identify patterns and trends to management
  • Provide system testing support for system upgrades, enhancements, operational changes and third party systems evaluations
  • Work with internal staff and the training department to coordinate training for branch personnel with issues surrounding branch operations
  • Ensure effective operational support for the retail branch network by engaging in projects and programs which improve the client experience
Qualifications for branch associate
  • High School diploma or equivalent with 3+ years working experience in a related customer service business-to-business field
  • Must comply with State and Federal mandated requirements of controlled substances & alcohol testing
  • Must be knowledgeable about and understand current Department of
  • Supports other team members and contributes to the team
  • Fully supports and stands behind team decisions
  • Addresses issues or problems as soon as they arise
5

Branch Associate Job Description

Job Description Example
Our company is searching for experienced candidates for the position of branch associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for branch associate
  • Outside selling approximately 5% of the time
  • Ownership of the entire customer experience
  • Understand, agree, and commit to the safety guidelines and behaviors set forth through our organization and comply with all process standards including wearing personal protective equipment when required
  • Learn and easily navigate through various computer systems and applications for customer facing and warehouse activities
  • Agility to shift focus seamlessly from assisting customers to various other branch tasks including performing warehouse and showroom related tasks safely
  • Consistently performs actions consistent with branch sales focus to capitalize on sales opportunities and encourage customer loyalty
  • Perform work in accordance with appropriate behaviors, established guidelines, work instructions, and contract compliance guidelines (Military on-site locations)
  • Developing long-term relationships and communicate on a regular basis with key clients
  • Inspecting key client properties to monitor performance and overall job quality
  • Coordinating and manage client service teams
Qualifications for branch associate
  • Establishes high standards of performance for self and others
  • Generates original, creative ideas to improve processes
  • Expresses ideas clearly and logically
  • Desire to develop and maintain strong customer relationships
  • Valid driver license with a clean driving record
  • Must pass a D.O.T Physical and Drug Test

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