Senior Branch Representative

Req No.
Branch Operations
Regular Full-Time


UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base.

At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.


The Senior Branch Representative is responsible for:

  • Assisting and supporting the Branch Manager/Branch Supervisor in leading a team of sales and service professionals to meet and exceed sales goals and customer satisfaction goals
  • Supervising and coaching teams on professionalism, sales techniques, service expectations and compliance guidelines
  • Supervising, coaching, and developing tellers and New Account staff regarding policies, procedures, products systems and banking transactions
  • Managing difficult situations with customers and providing them with a resolution, information or additional options
  • Working directly with member-owners to build relationships, uncover and satisfy their needs through the referring of financial products and services
  • Spending a majority of the time on the lobby floor, greeting customers, directing them to the appropriate area of the branch and ensuring customer needs are met
  • Ensuring the audit/compliance procedures of the branch are followed
  • Fostering a team environment in which all team members are encouraged to perform to their full potential


  • Three years related supervisory experience in a financial institution Leadership – believes in sales and service process, executes above peers, regularly goes above and beyond, consistent willingness to assist others
  • Ability to coach and mentor branch staff to perform above job performance expectations Extensive experience with customer contact and ongoing customer relationships
  • Strong probing, communication, analytical, problem solving, and decision making skills to effectively uncover and resolve complex customer and employee issues
  • Ability to quickly and independently interpret and apply regulations, policies, and directives
  • Possess an enthusiastic and professional attitude
  • Excellent written and verbal communication skills
  • Proficiency with all Microsoft applications
  • High School Diploma or equivalent
  • Able to obtain and maintain MLO certification through the NMLS


See the UNIFY Difference!

Competitive Compensation and Excellent Benefits Package* Includes:

  • Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance
  • Dependent and Medical Care - Flexible Spending Accounts
  • Vacation, Sick, Personal and Holiday Pay
  • 401(K) Plan with employer match
  • Education reimbursement for approved programs
  • UNIFY banking privileges for you and your family

*All programs subject to review and change

UNIFY is proud to be a drug-free, equal-opportunity employer.  For more information on UNIFY, visit us at


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed