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Financial Services Representative II

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Burnett Staffing Specialists
Full Time position
Listed on 2026-09-20
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales, Banking & Finance
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 36000 - 48000 USD Yearly USD 36000.00 48000.00 YEAR
Job Description & How to Apply Below

Financial Services Representative - Credit Union

We are looking for a Financial Services Representative II to join a growing credit union team! This is a great opportunity for someone who enjoys working directly with members, providing excellent customer service, and helping individuals with their everyday banking and financial needs.

What You'll Do:
  • Welcome members and provide professional, friendly service
  • Process deposits, withdrawals and other financial transactions accurately
  • Assist members with account questions and financial service needs
  • Process wire transfer requests, stop payments, check orders and other account services
  • Assist with debit/Visa card requests and payroll allocations
  • Open and maintain member accounts and update information
  • Educate members on available financial products and services
  • Provide information on consumer loan options and assist with loan applications
  • Build strong relationships with members and identify opportunities to better serve their financial needs
  • Assist with safe deposit box access and related services

    Provide Notary services as needed
  • Maintain accuracy, confidentiality and compliance with established policies and procedures
What We're Looking For:
  • High school diploma or GED required
  • Previous banking, credit union, teller, financial services or customer service experience preferred
  • Strong customer service and communication skills
  • Comfortable handling cash and financial transactions
  • Strong attention to detail and accuracy
  • Basic computer skills, including Microsoft Office
  • Ability to learn financial products, services and lending processes
  • Professional, dependable and team-oriented personality

If you enjoy helping people and are looking to grow your career in banking and financial services, we'd love to hear from you! HOUAC
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