Financial Service Representative I Cross Gates 4813

Keesler Federal Credit Union • Slidell, LA

389d • $41,954 - $41,954

About The Position

The Financial Services Representative I (FSR I) at Keesler Federal Credit Union is responsible for creating, opening, and processing new consumer and business member accounts while cross-selling services to members. This role involves conducting quality interviews with members to understand their needs and providing them with appropriate credit union products and services. The FSR I will also handle transactions, maintain cash control, and ensure compliance with federal regulations, all while delivering exceptional member service.

Requirements

• High school education or GED; community college coursework is desired.
• 1-3 years of similar or related experience.
• Completion of Lending Class, New Accounts training, and Teller training required.
• Ability to operate various office equipment accurately and with attention to detail.
• Outgoing personality with a helpful member service attitude.
• Strong basic math skills and attention to detail.
• Ability to understand and implement changing policies and procedures.
• Exceptional oral and written communication skills.

Nice To Haves

• Experience in a financial services environment.
• Knowledge of teller transactions relevant to the position.
• Familiarity with home banking and bill paying services.

Responsibilities

• Open and process documentation for consumer and business deposit accounts.
• Order and manage ATM and Debit cards for members.
• Conduct quality interviews with members using the AIDINC® system.
• Accept deposits, payments, and perform withdrawals or loan advances.
• Maintain control of cash and ensure accuracy in transactions.
• Verify checks for deposit and determine collectability based on credit union policy.
• Provide account information to members and resolve concerns or complaints.
• Complete consumer and business loan applications and route them for decision.
• Communicate loan decisions to members and advise on next steps if declined.
• Disburse loans upon approval and ensure all paperwork is completed correctly.
• Assist in marketing campaigns by making outbound calls to members.
• Maintain proficiency in necessary computer systems and software.
• Ensure compliance with federal regulations and credit union policies.

Benefits

• Medical, dental, and vision insurance
• Short Term & Long Term Disability Benefits
• Flexible Spending Accounts for Health Care and Dependent Care
• Employee and Dependent Life Insurance
• 401(k) Retirement Plan with 100% match on the first 5% contributed
• Paid Leave
• 11 Paid Holidays
• Tuition Reimbursement
• Competitive Scholarships
• Employee Assistance Program (EAP)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED