Financial Service Rep I - NC

Job Description

Job Description

Description:

The Financial Services Representative (FSR) I provides a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for Members and Non-Members including deposits, withdrawals, sale of negotiable instruments, etc. This position actively provides a broad range of Credit Union products and services. In order to safeguard the trust that Members place in our institution, the Financial Services Representative is performs assigned job duties accurately, efficiently and with the highest degree of integrity. Reasonable accommodations may be made to enable individuals with disabilities.

Key Performance Expectations:

• Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of the work shift
• Handles all negotiable items, such as cashier’s checks, money orders, gift cards and temporary checks, US Savings Bonds, etc. in an accurate and efficient manner
• Makes effective referrals to other specialists when appropriate
• Performs Financial Center opening and closing duties as assigned
• Deliver exceptional Member service by actively supporting the Purpose, Values and Strategies of Excite Credit Union
• Represents the credit union to the Member in a courteous and professional manner. Is responsible for prompt, efficient and accurate service in processing all Member requests
• Build strong Member relationships by providing information and education regarding Credit Union products and services
• Promptly resolves Member requests and complaints in a respectful, caring and satisfactory way
• Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions
• Perform other duties, as assigned

Key Competencies:

• Passionate / Values Based
• Building Trusting Partnerships
• Communication
• Problem Solving
• Analytical
• Adaptability

Required Experience and Education

• High school diploma or equivalent
• Minimum 1-year customer-facing experience in a retail environment
• Demonstrated ability to be fiscally responsible

Desired Experience and Education

• Previous cash handling experience
• Experience working in positions with sales/referral goals (team & individual)
• Bilingual a plus

Travel

• Slight travel among branches

Physical Demands

While performing the duties of this job the employee may be required to use hands to finger, handle, or feel; and talk and hear. The employee frequently is required to walk and reach with hands and arms and stand for long periods of time. The employee is required to occasionally sit, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.

Work Environment

Generally travels and performs job duties inside of the typical office setting with minimum time in an out of office environment. Team Member will be exposed to moderate stress levels associated with the performance of the job duties described above. There may be extended periods of computer and telephone use while performing job duties. Employee will be intermittently seated, standing and/or walking during the course of a normal business day. While every precaution is taken to avoid exposing employees to dangers in the workplace, working in a financial institution may expose employees to certain hazards in the event of criminal activity including robbery and/or attempted robbery.

***The above statements reflect the general details necessary to describe the principal functions of the position described and shall not be construed as a detailed description of all work requirements that may be inherent in the position. Management retains the discretion to add to or change the duties of the position at any time.***