Financial Services Representative II
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-09-20
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
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
- 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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