Financial Services Representative

Overview

Scott Credit Union is calling all customer service professionals who are interested in a full-time Financial Services Representative position in the Waterloo, IL area to apply to join our amazing Waterloo Branch! This Financial Services Representative position works Monday – Saturday (Saturday rotation as scheduled), with varied hours and schedule depending on operational needs.

Base pay range

$17.34/hr - $26.01/hr

Purpose, Mission, Vision, Values

At Scott Credit Union, we are committed to upholding our purpose, mission, vision, and values. Our Purpose guides everything we do as an organization and is supported by our actionable Mission, Vision, and Values. If our chosen purpose, mission, vision, and values resonates with you and you want to find meaning in your work, we hope you will apply to become a part of our team!

Purpose
To be with our members through every phase of their financial journeys, providing financial solutions that support them, their families, and their communities.

Mission
Members. Value. Community.

Vision
Building Better Financial Futures.

Values
Accountability - I take pride and ownership in all I do.
Diversity - I support the diverse, equitable, and inclusive work environment that is fostered by Scott Credit Union.
Growth - I will pursue professional development with the encouragement of Scott Credit Union.
Integrity - I will maintain the highest ethical standards.
Service Excellence - I am devoted to continuously "WOW"ing members and each other through the 3e Promise.

Why You Should Join Our Team

Scott Credit Union is a recipient of the St. Louis Post-Dispatch Top Workplaces Award 2024, the eleventh time since 2012. This year, SCU was recognized as one of the Top Workplaces for our dedication to our people-first culture. The Top Workplaces award highlights SCU’s commitment to creating a positive and supportive work environment, where employees thrive and contribute to the organization’s overall success.

Our team is our #1 priority, and we are proud to offer great benefits and perks, such as 11 paid holidays, competitive paid time off (PTO), Short-Term Disability (STD) that includes maternity leave, 401k with employer match, medical, dental, vision, and other insurance options, educational reimbursement program, employee assistance programs, opportunities for career advancement, casual “dress for your day” dress code, a positive team-oriented culture, and much more!

A comprehensive benefit guide with a full list of our benefits can be found on our career page, scu.org/careers/ .

The Day to Day as a Financial Services Representative

Responsibilities
Financial Services Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members and educating them on the products and services SCU has to offer. A typical day will look like:

• Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model.
• Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals.
• Recognize cross sale opportunities through needs based financial conversations, referring members to mortgage, business lending/services and investments.
• Ensures consistent delivery of SCU’s member engagement model leveraging technology including tablets, enhanced ATM’s and other digital service channels available to SCU members.
• Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.
• Provides one or more of the following services for members, in person, by telephone or by mail:
• Processes deposits to share, share draft, and other savings accounts.
• Disburses cash or check withdrawals.
• Provides money orders and cash advances.
• Receives loan payments and service charge payments for services.
• Process transfers between accounts as required.
• Processes…