Financial Services Representative

Job Summary

The Financial Services Representative will provide day-to-day operational support to members and customers. Manages the detailed customer experience through the Credit Union’s products and services.

• Adheres to and conducts all business aligned with the Core Values of the Sponsoring Organization
  - Alpha Kappa Alpha’s Corporate Office.
• Explains criteria and assists members and customers in opening new accounts.
• Enrolls accurately all members/customers banking information when establishing and maintaining online personal accounts.
• Responsible for audit records preparation for quarterly internal audit and NCUA and other compliance organizations’ review.
• Adds to the Credit Union growth through cross selling Credit Union products and services.
• Assists in identifying prospects for and acquiring new members to achieve monthly goals.
• Builds strong internal/external relationships through ownership of problem solving and follow through.
• Ensures adherence to compliance regulations, policies, and procedures.
• Assists with the conduct of the annual Member Satisfaction Survey to gain member feedback and prepares and communicates response actions.
• Responsible for monitoring the quality of member accounts and acts to prevent future fraudulent activity.
• Meets with and addresses members who have a complaint or concern about an occurrence.
• Assures the maintenance, confidentiality, and security of member files.
• Ensures all policies followed including cash handling, check hold policy, and compliance.
• Responsible for password management.
• Maintains awareness and knowledge required to perform the duties of the position including all aspects of the Bank Secrecy Act, Fair Lending, and Information Security.
• Other duties as assigned to ensure the successful operations and delivery of the FMO promise.

• Fast paced and demanding.
• Oversees multiple operations at one time.
• Faces deadlines as mandated by regulatory and Credit Union standards.
• Majority of time will be spent in office; but during meetings and conventions, may work off-site.
• Initial travel may be required to enroll Credit Union members and customers.
• Initial start-up work hours may be long with a varying schedule; may be required to work more than 40 hours per week based on demand.

• Extended hours.
• May require flexible hours to meet customer needs.

• Bachelor's degree in finance, accounting, business management, preferred or equivalent work experience.
• 1-year financial services institution experience, preferably a credit union.
• Exemplary customer service orientation and skills.
• Excellent written, verbal communications and interpersonal skills.
• Must be detail-oriented with excellent organizational skills.
• Must be able to multi-task, meet tight deadlines, and maintain composure under pressure in a fast-paced environment.
• Knowledge of general office software, particularly the Microsoft Office Suite and the ability to use financial and registration software.

Complete online application and upload a cover letter and resume.