Financial Services Representative
Scott Credit Union
Financial Service Representative Evergreen Park Branch
Banking Full-Time Branch Network
Scott Credit Union is hiring a Financial Service Representative in Evergreen Park, IL to help support our members and strengthen our connection with the community. If you're passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment we'd be excited to welcome you to our award-winning team.
Schedule: Full-time | MondaySaturday, Saturday rotation as scheduled
Work Location Status: Fully on-site at the Evergreen Park, IL Branch.
About the Role
Financial Service 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 who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise.
Why Join Scott Credit Union?
Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.
Benefits Include:
- 11 paid holidays and competitive PTO
- 401(k) with employer match
- Medical, dental, vision, and life insurance
- Short-Term Disability, including maternity leave
- Tuition reimbursement program
- Dress for your day policy
- Career advancement opportunities
- Supportive, team-oriented culture
What You'll Do
- 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.
- 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.
- Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.
- Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
- Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.
What You Bring
- High school diploma or equivalent
- Minimum one year of customer service experience
- Personal computer experience to include Microsoft Office products
Is This You?
- You're energized by creating meaningful connections and delivering strategic solutions
- You stay focused under pressure and prioritize precision in your work
- You take initiative, own your projects, and consistently aim for high-quality results
- You're looking to build a long-term career where your skills can grow and evolve
At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growthfor both our members and our employees.
Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview.
Scott Credit Union$19 - $25.5 per hour
...U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers\' growing needs... ...Responsibilities As a Financial Service Representative , you\'ll be at the heart of our...SuggestedHourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift- ...commitment to providing exceptional customer service and comprehensive insurance solutions... ...to a wide range of insurance and financial products, enabling us to provide tailored... ...Role and Responsibilities As a Sales Representative at Jill Willey State Farm, you will...SuggestedFor contractorsWork at officeWeekday work
$50k - $75k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member with Dwan Johnson-Bell - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient...SuggestedFor contractorsWork at office$65k - $70k
...Health insurance Opportunity for advancement Paid time off Training & development Role Description As a Financial Services Representative - State Farm Agent Team Member with John Harrell - State Farm Agent, you will successfully market the financial...SuggestedFor contractorsFlexible hours- ...closely with our neighbors and residents, to build a full-service community hospital in the Bronzeville area of Chicago;... ...team that provides patient care second to none! Patient Financial Services Representative The Patient Financial Services Representative supports...SuggestedTemporary work
$40k - $60k
...clients. Let's brainstorm some out-of-the-box ideas! Customer service: Be the friendly face our customers can rely on. You'll provide... ...in Glenview, IL and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...For contractorsLocal area$38k - $55k
Financial Services Representative - State Farm Agent Team Member Full Time in North Chicago, IL This role requires bilingual Spanish About Us At Bryan Solis, we are a leading name in the industry, known for our innovative products and exceptional customer service. With...Full timeFor contractorsWork at office$70k - $100k
Financial Services Representative - State Farm Agent Team Member Full Time in La Grange, IL Benefits Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Role...Full timeFlexible hours- ...Customer Service Representative (CSR) Are you passionate about providing exceptional customer service? State Farm is delighted to present... ...About State Farm State Farm is a renowned insurance and financial services company committed to helping individuals manage life...For contractorsWork at office
- ...As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners... ...Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred...For contractorsWork at office
- ...opportunities to market and cross-sell Vicinity Credit Union products and services to build strong member relationships - Welcome members as... ...Minimum 1-year loan granting and collection experience with a financial institution preferred - Bi-lingual preferred (Spanish)...Work experience placementWork at officeLocal area
$75k - $100k
...professional seeking career advancement and amazing income potential?Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the...Full timePart timeFlexible hours$24.04 per hour
...Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about... ...Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack...Full timeTemporary workWork experience placementInternshipWork at officeLocal areaFlexible hours3 days per week$120k - $185k
...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors... ...but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has...Full timeWork experience placementLocal area$16.6 - $18.6 per hour
...Better! ® PLS — which stands for People – Location – Service — is a leading retail provider of financial services. The “P” comes first, because our... ...Co-Presidents. Position Overview: Customer Service Representatives (CSRs) are the primary point of contact with our customers...Local areaFlexible hoursAfternoon shiftEarly shift- ...With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a reliable insurance... ...agency, we have access to an extensive range of insurance and financial products, allowing us to offer comprehensive solutions to our valued...For contractorsWork at officeWeekday work
- ...Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with John Harrell - State Farm Agent, you will successfully market the financial...Flexible hours
- ...commitment to providing exceptional customer service and comprehensive insurance solutions... ...to a wide range of insurance and financial products, enabling us to provide tailored... ...Role and Responsibilities: As a Sales Representative at Jill Willey State Farm, you will...Work at officeWeekday work
- ...Elvia Solis State Farm is seeking a Sales Representative to join our successful and growing team... ...a commitment to exceptional customer service, we have built a strong reputation as a... ...to a wide range of insurance and financial products, allowing us to offer tailored...Work at office
- ...based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Financial Services Sales Representative Investment Planning | Life Insurance | Health Insurance Are you driven, competitive, and motivated by...Flexible hours
$17.5 - $19 per hour
...Marquette Bank Marquette Bank, established in 1945, provides financial services to meet the savings and borrowing needs of southwest... ...customers. Maintain a high level of interpersonal skills and represent the bank professionally in all customer interactions. Show empathy...Full timeWork at officeFlexible hours$57.5k - $106.5k
...Hispanic Alliance for Career Enhancement is seeking a skilled financial advisor to act as the primary contact for clients in Evergreen... ...will have at least 3 years of relevant experience in financial services and the necessary licenses, with a salary range between $57,50...$40k - $50k
...determination, as well as well-rounded service team members who can handle a variety of... ...Description: As a Customer Service Representative - State Farm Agent Team Member with Wayne... ...help customers with their insurance and financial services needs, including auto insurance...For contractorsWork at office- A leading financial services firm in Chicago seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions. This role fosters client relationships and requires a strong background in financial markets, with at least 2 years of experience...
- ...and should be followed up with call reports Work with Client Service Relationship Managers to establish prioritization on priority client... ...Requirements 2+ years of professional experience, coming from financial services Experience client facing - good communicators...Immediate start
- A leading insurance agency in Chicago is seeking a motivated Financial Representative to join their sales team. The ideal candidate will have a proven sales background and strong communication skills, with a requirement for bilingual Spanish. This role offers competitive...
- A financial services agency in Chicago is seeking a Financial Services Representative to drive sales and build customer relationships. The ideal candidate will have a strong sales background, excellent communication skills, and a bilingual proficiency in Spanish. This full...Full time
$27.22 - $33.26 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals...Temporary work$21 - $28 per hour
...commercial banking, specialty finance, and wealth management services across the United States. Located in Rosemont, Illinois, Wintrust... ...retain meaningful relationships with clients, assessing their financial needs and tailoring product and service recommendations....Hourly payFull timeTemporary workFlexible hoursShift work- An insurance agency in Berwyn, IL, is seeking a motivated State Farm Insurance Agent. The role involves building and developing relationships with customers, educating them about various insurance options, and achieving sales goals. The ideal candidate will possess excellent...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- customer advisor Evergreen Park, IL
- airport customer service agent Evergreen Park, IL
- customer support associate Evergreen Park, IL
- employee relations assistant Evergreen Park, IL
- service agent Evergreen Park, IL
- insurance customer service advisor Evergreen Park, IL
- customer success associate Evergreen Park, IL
- customer service expert Evergreen Park, IL
- career services representative Evergreen Park, IL
- full time remote customer service representative Evergreen Park, IL

