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Posted by: PenFed on Dec 19, 2017


Guaynabo, PR

Job Description:

Universal Branch Representative
PenFed is hiring a Universal Branch Representative in San Patricio, Puerto Rico. The primary purpose of this job is to perform selling of products, transactions, balancing and other operational duties and assist in the training of others for transactions and operations. The Universal Representative will play a vital role in Member Experience by working directly with the CSRs sales team to create an environment utilizing sales techniques while building a positive member experience.

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.

Evaluate needs of potential and existing members and cross-sell appropriate financial products and services such as membership, checking, credit cards, loans, etc.
Identify sales opportunities using open ended questions to uncover financial needs, while presenting options and alternative solutions by explaining all PenFed products and services.
Assist and educate members on the use of PenFed Online, mobile banking and other remote channels of banking.
Research member questions/requests and resolve complex member problems within delegated limits, including but not limited to refunding fees and assisting tellers when questions arise.
Prepare loan documents for review and disbursement as necessary.
Maintain knowledge of operations, security, balancing procedures and rules and regulations concerning the ATMs and operations.
Maintain knowledge of PenFed share and loan products, policies and procedures as well as outside competitive products.
Assist in the training of and mentor UR's and Tellers to help develop employees and provide feedback to supervisors.
Conduct quality assurance monitoring of documents to be sent to Member Records.
Provide input to and assists in the implementation of new marketing projects.
Prepare statistical and individual Center Support Representative progress reports, including the Center's weekly and monthly reports from the MRD data.
Review and revised P&P's as assigned.
Ensure the security of monies received and disbursed. Place branch cash via ICOM.
Assist tellers when questions arise concerning checks or share withdrawals and authorize transactions and ensure the security of monies, checks, money orders and equipment in the teller station.
Determine loan payoffs, cashes checks, furnishes loan and share balances, provides account numbers, and disburses share withdrawals after verifying proper identification.
Balance cash drawer, prepares settlement sheets, and assist with the daily balancing and closing out of the branch as well as maintain records of deposits, withdrawals, money orders, traveler's checks, and share drafts.

Education and Experience
Equivalent combination of education and experience is considered.

High School Diploma or G.E.D. required.
Associate's Degree in a related field preferred.
Minimum of two (2) years' experience with PenFed or another financial institution in a customer service role required.

Supervisory Responsibility
This position has no supervision responsibilities.

Licenses and Certifications
There are no additional licenses or certifications required for this position.

Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

About Us

Established in 1935, PenFed today is one of the country's strongest and most stable financial institutions with over 1.6 million members and over $23 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.

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 703-838-1568.

HR. Website URL:


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About PenFed

Pentagon Federal Credit Union (PenFed) is one of the strongest and safest financial institutions with more than $14 billion in assets, offering mortgages, credit cards, automobile loans, personal loans, checking, money market savings, and much more. PenFed is comprised of member-owners, headed by a volunteer Board of Directors. PenFed has offices located in Alexandria, Virginia; Omaha, Nebraska; and Eugene, Oregon, as well as our branch locations. Employment opportunities may be available in mortgage services, collections, IT, or branch operations. PenFed offers an excellent benefits package that includes medical, dental, and vision coverage; education assistance; bonus opportunities; disability and life insurance; and a 401 (k) with employer match. Let us help you discover where you fit in!

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