Financial Service Representative

Essential Functions & Responsibilities

• Increase member penetration and use of credit union services among new and existing members.
• Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods.
• Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements.
• Receive and process member financial transactions, including deposits, withdrawals, and loan payments.
• Balance cash drawer on a daily basis.
• Provide member support for problem resolution, including account research and questions involving CUA products & services.
• Refer problems that are beyond their authority to the manager.

Knowledge And Skills

• Experience: One year to three years of similar or related experience.
• Educational Requirement: A high school education or GED.
• Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Other Skills: Able to operate a 10 key calculator and computer keyboard.

Physical Requirements

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear.
• The employee must occasionally lift and/or move up to 10 pounds.
• Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment

• Office position;
• works indoors year-round;
• may be exposed to indoor temperature adjustments;
• heating and cooling vents distribute regulated air.