Call Center Financial Services Representative

Scott Credit Union•Edwardsville, IL

6d•$18 - $23•Hybrid

About The Position

The Financial Service Representative is responsible for presenting and explaining a basic number of credit union products and services to members and assisting them to utilize these products and services. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner.

Requirements

High school diploma or equivalent
Six months of call center experience OR Six months of financial institution experience
Personal computer experience to include Microsoft Windows applications

Nice To Haves

You’re energized by creating meaningful connections and delivering strategic solutions
You stay focused under pressure and prioritize precision in your work
You take initiative, own your projects, and consistently aim for high-quality results
You’re looking to build a long-term career where your skills can grow and evolve

Responsibilities

Process basic financial transactions for members including such functions as balance inquiries, completing transfers and payments, issuing checks.
Respond to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members.
Operate computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information.
Educate members and potential members on the products and services Scott Credit Union offers that may be of benefit. Make referrals to the Loan Center, Mortgage Department or Retirement and Investment Services as needed.
Perform such other member service functions that might be needed from time to time and assist others to complete tasks and work assignments.