Financial Service Representative

SHELL FEDERAL CREDIT UNION • Pasadena, TX

5d

About The Position

The Financial Service Representative is responsible for providing exceptional member service in response to member needs and request. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to complete annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance. Provide friendly, professional, and personal service to all members. Assist members and potential members with their financial service needs; explain services, open, maintenance & close accounts, offer solutions to member issues, respond to problems, and direct members to the appropriate team members when further assistance is needed. Must be able and willing to work 40 hours per week plus overtime, as needed. Must be able to work the rotating opening, closing and Saturday schedule, as needed. Must be well versed in all Credit Union products and services. Assist members with their service needs related to, including but not limited to: Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box. Notary services, assistance with Bill Pay, Digital Banking. Process disputes, stop payments, check copies, address changes, check orders and statement requests. Must be able to maintain confidentiality of member information. All member and Credit Union information must be kept secure at all times. Cross-sell Credit Union products and services based on member needs. Answer and greet all incoming Credit Union calls in a professional and courteous manner. Interview, originate, and processes all member loan applications, including but not limited to: Provide member appropriate follow up of their application as well as the final loan decision. Prepare, review and/or follow up on all required loan documents for completeness, compliance, and accuracy for submission to Underwriters. Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed. Meet/exceed personal and branch goals. Assist the team with daily responsibilities as needed, including but not limited to: Following opening and closing procedures. Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault. Wiling to assist the team at other branch locations, if needed. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.

Requirements

• Three years of direct Credit Union/Banking or retail experience is preferred.
• High school diploma or general education degree (GED).
• Possess the desire to accept additional responsibilities within branch operations.
• Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned.
• Proficient computer skills, including working knowledge of the MS Office Suite.
• Accuracy with numbers and attention to detail are needed.
• Must possess professional verbal and written communication skills.
• Maintain a high level of knowledge and procedural expertise in credit union products, services, and promotions.
• Ability to work in an open-concept workspace/environment.

Responsibilities

• Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions.
• Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act.
• Required to complete annual training sessions as instructed or scheduled.
• Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance.
• Provide friendly, professional, and personal service to all members.
• Assist members and potential members with their financial service needs; explain services, open, maintenance & close accounts, offer solutions to member issues, respond to problems, and direct members to the appropriate team members when further assistance is needed.
• Must be able and willing to work 40 hours per week plus overtime, as needed.
• Must be able to work the rotating opening, closing and Saturday schedule, as needed.
• Must be well versed in all Credit Union products and services.
• Assist members with their service needs related to, including but not limited to: Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box.
• Notary services, assistance with Bill Pay, Digital Banking.
• Process disputes, stop payments, check copies, address changes, check orders and statement requests.
• Must be able to maintain confidentiality of member information.
• All member and Credit Union information must be kept secure at all times.
• Cross-sell Credit Union products and services based on member needs.
• Answer and greet all incoming Credit Union calls in a professional and courteous manner.
• Interview, originate, and processes all member loan applications, including but not limited to: Provide member appropriate follow up of their application as well as the final loan decision.
• Prepare, review and/or follow up on all required loan documents for completeness, compliance, and accuracy for submission to Underwriters.
• Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed.
• Meet/exceed personal and branch goals.
• Assist the team with daily responsibilities as needed, including but not limited to: Following opening and closing procedures.
• Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault.
• Wiling to assist the team at other branch locations, if needed.
• Performs additional duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED