Financial Services Representative

Job Description

Job Description

Description:

Alpha Kappa Alpha Sorority, Incorporated, Sponsor Organization, is seeking to fill the position of Financial Representative for the For Members Only Federal Credit Union (FMO). The Financial Services Representative will be responsible for day-to-day operational support to members and customers. Manages the detailed customer experience through the Credit Union's products and services. by providing general financial services information, taking new business applications, and preparing new accounts and business documentation for approval and processing. The Representative will manage the detailed customer experience through the Credit Union’s products and services and will report to the Branch Manager/ Loan Officer.

FMO is a member-owned and operated digital credit financial institution. FMO is committed to providing the highest level of customer-centric affordable access through a digital financial services platform and excellent financial products for improving the economic conditions of the members of the Alpha Kappa Alpha Sorority, Incorporated® their families, and employees.

Alpha Kappa Alpha Sorority, Incorporated is a non-profit international membership organization with more than 320,000 college trained members bound by bonds of sisterhood and empowered by a commitment of servant-leadership. The organization focuses in two key areas: (1) lifelong personal and professional development for each of its members; and (2) galvanizing its membership into an organization of respected power influence constantly at the forefront of effective advocacy and social change that results in equality and equity for all citizens of the world.

Job Summary: The Financial Services Representative will provide day-to-day operational support to members and customers. Manages the detailed customer experience through the Credit Union’s products and services.

General Responsibilities

• Adheres to and conducts all business aligned with the Core Values of the Sponsoring Organization- Alpha Kappa Alpha’s Corporate Office.
• Explains criteria and assists members and customers in opening new accounts.
• Enrolls accurately all members/customers banking information when establishing and maintaining online personal accounts.
• Responsible for audit records preparation for quarterly internal audit and NCUA and other compliance organizations’ review.
• Adds to the Credit Union growth through cross selling Credit Union products and services.
• Assists in identifying prospects for and acquiring new members to achieve monthly goals.
• Builds strong internal/external relationships through ownership of problem solving and follow through.
• Ensures adherence to compliance regulations, policies, and procedures.
• Assists with the conduct of the annual Member Satisfaction Survey to gain member feedback and prepares and communicates response actions. 
• Responsible for monitoring the quality of member accounts and acts to prevent future fraudulent activity. 
• Meets with and addresses members who have a complaint or concern about an occurrence.
• Assures the maintenance, confidentiality, and security of member files. 
• Ensures all policies followed including cash handling, check hold policy, and compliance.
• Responsible for password management.
• Maintains awareness and knowledge required to perform the duties of the position including all aspects of the Bank Secrecy Act, Fair Lending, and Information Security. 
• Other duties as assigned to ensure the successful operations and delivery of the FMO promise.

Requirements:

Work Environment

• Fast paced and demanding.
• Oversees multiple operations at one time.
• Faces deadlines as mandated by regulatory and Credit Union standards.
• Majority of time will be spent in office; but during meetings and conventions, may work off-site.
• Initial travel may be required to enroll Credit Union members and customers.
• Initial start-up work hours may be long with a varying schedule; may be required to work more than 40 hours per week based on demand.

Physical Requirements

• Extended hours.
• May require flexible hours to meet customer needs.

Qualifications

• Bachelor's degree in finance, accounting, business management, preferred or equivalent work experience.
• 1- year financial services institution experience, preferably, a credit union.
• Exemplary customer service orientation and skills.
• Excellent written, verbal communications and interpersonal skills.
• Must be detail-oriented with excellent organizational skills.
• Must be able to multi-task, meet tight deadlines, and maintain composure under pressure in a fast-paced environment.
• Knowledge of general office software, particularly the Microsoft Office Suite and the ability to use financial and registration software.

To Apply: Complete online application and upload a cover letter and resume.