Financial Services Representative

Job Description

Job Description

Description:

POSITION

Financial Service Representative I (FSR)

REPORTS TO: Member Service Supervisor

SUPERVISES: N/A

CLASSIFICATION: Non-Exempt, Full-Time Hourly

TELECOMMUTE: N/A

POSITION SUMMARY

The primary focus for this position is to provide high-quality service and assistance to credit union members as the primary point of contact at our branch locations for members. Financial Service Representatives are responsible for providing a range of banking services including accurately processing financial transactions, performing general account maintenance, ensuring compliance with all operational policies and procedures, cross-promoting credit union products and services as appropriate to assist with member financial needs. As a Financial Service Representative, you will ensure a professional, efficient, and welcoming service experience.

ESSENTIAL FUNCTIONS AND DUTIES

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Meet management service standards and expectations.
• Attend staff, department, leadership, and executive meetings as scheduled.
• Promote credit union products and services.
• Respond Promptly and courteously to member inquiries.
• Keep work area clean and sensitive material properly secured.
• Complete assigned training in a timely manner as required for compliance with regulations.
• Resolve member issues and escalate problems to appropriate personnel/departments as needed.
• Identify member needs and suggest appropriate solutions.
• Greet and welcome members as they enter the credit union branch, providing a friendly and professional atmosphere.
• Ensure all member information is collected and current.
• Process a variety of financial transactions accurately, including deposits, withdrawals, loan payments, and transfers.
• Verify, validate, and issue checks and other financial instruments.
• Balance cash drawer and maintain cash levels with established guidelines.
• Ensure compliance with regulatory requirements and security protocols.
• Perform routine tasks such as filing, data entry, and documentation.
• Assist with opening and closing procedures of the branch.
• Uphold professionalism and confidentiality.
• Maintain detailed records of all interactions with members and applicants and any actions taken on their behalf.
• Work to meet performance metric individual and department goals.
• Stay up to date on credit union policy and procedures. Adhere to regulations.

Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that may be required of an employee for the successful fulfillment of this position. Duties, responsibilities, and activities may change at any time with or without notice.

QUALIFICATIONS

Education/Certification:

• High School Diploma or equivalent required.
• Additional education or training is a plus.

Required Knowledge and Experience:

• Prior customer service experience.
• 1+ years teller/member service experience preferred.
• Proficiency with computer systems and software applications.
• Knowledge of Credit Union products, services, and philosophy preferred

Skills/Abilities:

• Strong professional communication and interpersonal skills
• Ability to handle multiple tasks efficiently and accurately
• Basic computer skills. Familiarity with banking software and programs preferred.
• Attention to detail and accuracy.
• Strong organizational skills
• Problem solving and analytical abilities
• Team player