Financial Service Representative I

Responsibilities

• 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.
• Opens all types of new deposit accounts offered by the Credit Union.
• Qualifies members for membership, interviews members to determine needs, and processes requests via online system(s).
• Services existing members accounts (interviews members to determine needs, processes requests via online system(s), completes account maintenance requests and appropriate forms, transfers funds, balances accounts, and closes 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 a 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.