Financial Service Representative

Frontier Community Credit Union•Leavenworth, KS
•Onsite

About The Position

People Helping People It is what we do at Frontier Community Credit Union. We are looking for a service-oriented individual to fill our Financial Services Representative (FSR) position at our Leavenworth location. If you enjoy helping people, we encourage you to apply and become part of themovement! Our Call Center Representatives A financial services representative (FSR) acts as the frontline link the credit union, and its members manage money, open accounts, and choose appropriate financial products.

Requirements

  • Minimum one - two years related experience (banking experience, customer service)
  • High school diploma or GED
  • Intermediate computer skills, including Microsoft Office (Word, Excel, and Outlook), and the ability to learn and navigate multiple technology platforms while interacting with members

Nice To Haves

  • Bi-Lingual in Spanish is a plus

Responsibilities

  • Opening Accounts: Guides members through setting up checking accounts, savings accounts, certificates of deposit (CDs), and credit cards.
  • Recommending Products: Evaluates amember's short- and long-term financial goals to suggest matching loans, mortgages, or basic investments.
  • Customer Service: Answers questions about account balances, resolves transaction errors, and performs routine account maintenance.
  • Cross-Selling: Identifies member needs during routine interactions to introduce additional bank services or insurance products.
  • Interviewing members to assess their current financial situation.
  • Explaining the features and benefits of specific financial offerings.
  • Processing loan applications and gathering required paperwork.
  • Handling cash transactions or assisting at the teller line when needed.
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