Financial Service Representative I

About the role

Acts as a liaison between the member and the credit union. Performs a broad variety of member service including opening and closing accounts. Responds to member inquiries regarding Credit Union services and performs a variety of account maintenance. Cross sells products and services.

Responsibilities

• Opens all types of new deposit accounts offered by the Credit Union. Includes qualifying members for membership, interviewing members to determine needs, and processing requests via online system(s).
• Serves existing members accounts. Includes interviewing members to determine needs, processing requests via online system(s), completing account maintenance requests and appropriate forms, transferring funds, balancing accounts, and closing accounts.
• Promotes credit union products and services based on member needs. Actively cross sells products and services.
• Responds to member requests. Resolves member issues directly or coordinates resolution with appropriate ETPCU personnel.
• Provides prompt, professional, courteous service in-person, via telephone and through electronic media, including e-mail as directed.
• Develops and maintains comprehensive knowledge of all credit union products and services that are processed or promoted by Financial Service Representatives.
• Develops and maintains comprehensive knowledge of all credit union policies and procedures, rules and regulations.
• Contributes to productive, professional work environment through positive, courteous interactions with ETPCU personnel. Includes assisting other departments as directed and maintaining communication with management regarding area activities and challenges.
• Safeguards member information by applying the highest level of confidentiality regarding member interactions with the Credit Union and securing all member information in public work areas.
• Performs teller duties as directed. Includes cashing checks, receiving deposits and loan payments, and balancing cash drawer in teller area.
• Attends all required meetings and training sessions.
• Maintains a clean, professional work environment.
• Performs other duties as assigned.

Qualifications

• EDUCATION/CERTIFICATION: High school graduate or equivalent.
• REQUIRED KNOWLEDGE: Thorough knowledge of member services and products provided.
• EXPERIENCE REQUIRED: One to three years of banking experience preferred.
• SKILLS/ABILITIES: Excellent communication and public relations skills. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities.