Financial Service Representative

Job Title

Provide professional, accurate, courteous service to members and to increase utilization of CUA products and services among existing and new members through proactive sales efforts.

Essential Functions & Responsibilities:

• Increase member penetration and use of credit union services among new and existing members. Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods.
• Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements. Receive and process member financial transactions, including deposits, withdrawals, and loan payments. Balance cash drawer on a daily basis.
• Provide member support for problem resolution, including account research and questions involving CUA products & services. Refer problems that are beyond their authority to the manager.
• Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job.

Knowledge and Skills:

• Experience: One year to three years of similar or related experience.
• Education: A high school education or GED.
• Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Other Skills: Able to operate a 10 key calculator and computer keyboard.
• Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
• Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.