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Company Name: Pentagon Federal Credit Union
Job Title: Branch Support Representative
Location: Alexandria, VA
Profession: Retail Banking

Job Description:

Performs the duties of a Member Service Rep, a Head Teller, or a Teller to provide support in the absence of assigned staff.        

As a Member Service Rep:

 

·         Assists members with and explains all PenFed loan and share products. 

·         Cross-sells PenFed loans and share products as appropriate.                                                                                                    

·         Prepares loan documents for review and disbursement as necessary.                                                                                             

·         Maintains knowledge of operation, service, security, balancing procedures and rules and regulations concerning the ATMs.                                                                                                               

·         Inputs and updates loan and share data into an automated system.                                                                                           

·         Maintains a current knowledge of outside competitive products.                                                                                               

  

As Teller:

 

·         Ensures the security of monies, checks, money orders and equipment in the teller station.                                                                                                                                               

·         Determines loan payoffs, cashes checks, furnishes loan and share balances, provides account numbers, and disburses share withdrawals after verifying proper identification.                                                                                                                                    

·         Balances cash drawer on a daily basis and prepares settlement sheets.      

                                             

 

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This profession covers individuals who work in a bank that deals with commercial clients. This includes persons who provide loans/deposit services to commercial clients or provide banking services to other companies. Bank managers, commercial portfolio managers, underwriters etc fall in this category.
This profession covers individuals who work in investment banking or investment management. It covers jobs such as brokerage services, registered sales support, private wealth advisors management, buying and selling in capital markets etc.
This profession covers anyone involved with the back end activities associated with loan processing. This includes the back end paperwork, such as maintaining customer files and completing the required paperwork, as well as the underwriting and funding aspects of granting the loans.
This profession covers individuals who work in a branch of a retail bank. Branch managers and tellers fit well in this profession.
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