Financial Service Representative (Georgetown)

United Heritage Credit Union • Georgetown, TX

446d

About The Position

The Financial Service Representative (FSR) at United Heritage Credit Union (UHCU) is responsible for building and maintaining relationships with members, providing one-on-one service, and promoting UHCU's products and services. This role emphasizes sales, relationship management, and community engagement, ensuring that members' financial needs are met effectively.

Requirements

• 1-3 years of related experience.
• Minimum of 1 year experience selling products or services.
• Previous experience in the financial services industry preferred.
• Excellent verbal and written communication skills.
• High School Diploma or GED equivalent required.

Nice To Haves

• Demonstrated sales ability and thorough knowledge of financial products and services.
• Passion for providing outstanding service to members.
• Ability to collaborate with team members.
• Strong attention to detail, with a focus on accuracy and quality of work.
• Excellent organization, time management, and problem-solving skills.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Promote and maintain positive relations with all contacts, members, and potential members.
• Actively participate in cross-selling and referring beneficial products and services to members and non-members.
• Profile existing relationships for potential growth and utilize UHCU generated resources to solicit and inform member base of current or promotional products and services.
• Assist members with account-related tasks such as balancing, ordering checks, ACH transactions, and identifying fraudulent activity.
• Understand measurable and tracked sales efforts and consistently achieve assigned goals and baselines relative to branch thresholds.
• Maintain an organized database relative to pending member items and proactively follow up on newly acquired relationships.
• Assume ownership of service and sales items and ensure a positive resolution on outstanding member issues.
• Perform all activities related to the opening or closing of accounts, ensuring compliance with applicable regulations and policies.

Benefits

• 401(k) options (Pre-Tax and/or Roth)
• Generous paid time off (PTO)
• Education Reimbursement Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 101-250 employees