Financial Services Representative II
Job Description
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!
HOUAC49
Meet The Recruiter
Krista Clements
Direct Hire Recruiter
I have been with Burnett Specialists for over 25 years, and every day brings new and exciting opportunities to make someone's life a little bit better!
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