Financial Service Rep I - NC
About The Position
The Financial Services Representative I provides a high-quality service experience and processes transactions for Members and Non-Members accurately, efficiently, and effectively. Transactions include deposits, withdrawals, and the sale of negotiable instruments. The role also actively presents a broad range of Credit Union products and services while protecting Members’ trust through accurate work and the highest degree of integrity. The representative supports Member service and relationship-building, explains Credit Union products and services, resolves requests and complaints, and makes referrals to other specialists when appropriate. The position may involve assigned Financial Center opening and closing duties and slight travel among branches. Reasonable accommodations may be made to enable individuals with disabilities.
Requirements
- High school diploma or equivalent.
- At least 1 year of customer-facing experience in a retail environment.
- Demonstrated ability to be fiscally responsible.
- Key competencies: passion and values-based behavior, building trusting partnerships, communication, problem solving, analytical ability, and adaptability.
Nice To Haves
- Previous cash-handling experience.
- Experience working in positions with team and individual sales or referral goals.
- Bilingual ability.
Responsibilities
- Operate a cash drawer and accurately balance cash, checks, negotiable items, and vouchers at the end of each work shift.
- Handle negotiable items, including cashier’s checks, money orders, gift cards, temporary checks, and U.S. Savings Bonds, accurately and efficiently.
- Make effective referrals to other specialists when appropriate.
- Perform Financial Center opening and closing duties as assigned.
- Support the Credit Union’s purpose, values, and strategies while providing exceptional Member service.
- Represent the Credit Union courteously and professionally and process Member requests promptly, efficiently, and accurately.
- Build Member relationships by providing information and education about Credit Union products and services.
- Resolve Member requests and complaints respectfully, caringly, and satisfactorily.
- Stay informed about company policies and procedures, promotional campaigns, and regulatory compliance relevant to the role.
- Perform other duties as assigned.
- Travel slightly among branches.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
