Senior Financial Services Representative

About the role

The Senior Financial Services Representative will handle a variety of complex duties related to member transactions, service, and operational tasks. They will communicate with members via various channels, manage account maintenance, and cross-sell products and services.

Responsibilities

• Open new membership and subsidiary accounts, including depository and account ownerships.
• Audit and maintain branch controls such as cash orders, shipments, and certifications.
• Process basic financial and lending transactions, including share and share draft deposits, withdrawals, loan payments, and draft stop payments.
• Resolve member inquiries and escalate issues to supervisors.
• Provide leadership and support to branch staff, assist in training, and adhere to service level agreements.
• Participate in product and service promotions, attend sponsor events, and ensure compliance with legal and regulatory requirements.
• Perform duties as a Notary Public and comply with BSA/AML programs.

Requirements

• High school diploma and 2-3 years of related experience or equivalent combination of education and experience.
• Notary Public certification preferred.
• Ability to prioritize and manage workflow to meet service level agreements.
• Knowledge of Credit Union policies, legal, and regulatory requirements.
• Physical ability to lift up to 10 pounds and work full-time hours with additional work as needed.

Qualifications

• High school diploma.
• 2-3 years of related experience or equivalent combination of education and experience.
• Notary Public certification preferred.

Skills

• Excellent communication skills.
• Strong problem-solving abilities.
• Ability to manage multiple tasks and meet deadlines.
• Knowledge of Credit Union policies and regulations.

Benefits

Not specified.

Pay

Not specified.

Schedule

Full-time hours required, with additional work hours as necessary.