Financial Service Representative Job Dothan area,Alabama USA,Finance & Banking

Position: Financial Service Representative I

Job Details

Job Location:

Marshall Branch - Marshall, TX 75670

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

Responsibilities

Open 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).

Service 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.

Promote credit union products and services based on member needs. Actively cross‑sell products and services.

Respond to member requests. Resolve member issues directly or coordinate resolution with appropriate ETPCU personnel.

Provide prompt, professional, courteous service in‑person, via telephone and through electronic media, including e‑mail as directed.

Develop and maintain comprehensive knowledge of all credit union products and services processed or promoted by Financial Service Representatives.

Develop and maintain comprehensive knowledge of all credit union policies and procedures, rules and regulations.

Contribute 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.

Safeguard 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.

Perform teller duties as directed. Includes cashing checks, receiving deposits and loan payments, and balancing cash drawer in teller area.

Attend all required meetings and training sessions.

Maintain a clean, professional work environment.

Perform other duties as assigned.

Qualifications

Education/Certification: High school graduate or equivalent.

Knowledge: Thorough knowledge of member services and products provided.

Experience: One to three years of banking experience preferred.

Skills and 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.

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