Financial Services Representative

Full-time, fully on-site at the Collinsville Branch in Collinsville, IL.

About the Role

Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone, and through outbound calling efforts. During their conversations, Financial Service Representatives educate members on the products and services SCU has to offer and resolve any questions or issues that arise.

Responsibilities

• Identify, educate, present, and cross-sell SCU products and services to new and existing members in accordance with SCU’s member engagement model.
• Meet individual sales and operational goals as well as assist the branch team in achieving branch goals.
• Maintain cross-functional capabilities.
• Process financial transactions for members, including opening and closing of accounts.
• Input, review, negotiate, and close member loan application requests.
• Process deposits and withdrawals from accounts.
• Perform all teller duties as needed, including daily opening and closing of teller terminal, accounting for cash assigned, received, and disbursed.
• Accurately balance to teller terminal close report and remit daily work to the appropriate supervisor for disposition.
• Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and report any positive matches to the BSA Group.
• Comply with BSA requirements of completing CTR and SAR.
• Foster and maintain relationships with members.
• Provide prompt, professional, helpful, knowledgeable, and courteous member service.
• Investigate member concerns, research, and recommend resolutions.
• Ensure member service satisfaction expectations are met.

Requirements

• High school diploma or equivalent.
• Minimum one year of customer service experience.
• Personal computer experience, including Microsoft Office products.

Benefits

• 11 paid holidays and competitive PTO.
• 401(k) with employer match.
• Medical, dental, vision, and life insurance.
• Short-Term Disability, including maternity leave.
• Tuition reimbursement program.
• “Dress for your day” policy.
• Career advancement opportunities.
• Supportive, team-oriented culture.

Schedule

Monday–Saturday, with Saturday rotation as scheduled.