Financial Service Rep I - NC

Excite Credit Union•Wilmington, NC

5d•$17 - $20

About The Position

The Financial Services Representative I provides a winning service experience and is responsible for efficiently, effectively, and accurately processing transactions for Members and Non-Members, including deposits, withdrawals, and the sale of negotiable instruments. The role actively provides a broad range of Credit Union products and services while carrying out assigned duties accurately, efficiently, and with the highest degree of integrity to safeguard Members’ trust. Reasonable accommodations may be made to enable individuals with disabilities. The position generally involves working inside a typical office setting, with slight travel among branches and minimal time in an out-of-office environment. The employee may experience moderate stress, extended computer and telephone use, and intermittent periods of sitting, standing, or walking. Work at a financial institution may involve exposure to hazards in the event of criminal activity, including robbery or attempted robbery.

Requirements

High school diploma or equivalent.
At least 1 year of customer-facing experience in a retail environment.
Demonstrated ability to be fiscally responsible.
Key competencies: Passionate / Values Based; Building Trusting Partnerships; Communication; Problem Solving; Analytical; Adaptability.

Nice To Haves

Previous cash handling experience.
Experience in positions with team and individual sales or referral goals.
Bilingual skills.

Responsibilities

Operate a cash drawer and accurately balance cash, checks, negotiable items, and vouchers at the end of the work shift.
Handle negotiable items, including cashier’s checks, money orders, gift cards, temporary checks, and U.S. Savings Bonds, accurately and efficiently.
Make effective referrals to other specialists when appropriate.
Perform Financial Center opening and closing duties as assigned.
Deliver exceptional Member service by actively supporting the Purpose, Values, and Strategies of Excite Credit Union.
Represent the credit union courteously and professionally, providing prompt, efficient, and accurate service when processing Member requests.
Build strong Member relationships by providing information and education about Credit Union products and services.
Resolve Member requests and complaints promptly, respectfully, and satisfactorily.
Stay current on company policies and procedures, promotional campaigns, and regulatory compliance related to job functions.
Perform other duties as assigned.