Financial Services Representative- Part Time

Security Credit Union • Saginaw Charter Township, MI

91d

About The Position

The position involves providing quality service to internal and external members both in-person and over the telephone. The employee will perform all duties assigned to the teller and member services areas according to established policies and procedures. This includes maintaining a working knowledge of credit union products and services, promoting them aggressively, and completing outbound calls to generate new services for members. The role also requires balancing daily transactions, troubleshooting equipment issues, and performing various operational duties.

Requirements

• High school diploma or equivalent.
• Previous cash handling and customer service experience desired.
• Must attain all required licenses and/or certifications.

Responsibilities

• Maintain working knowledge of and promote credit union products/services.
• Complete outbound calls and make referrals to new/existing members.
• Order and maintain department office supplies.
• Train and mentor other credit union employees.
• Balance daily transactions and troubleshoot equipment problems.
• Process mail distribution and prepare reports.
• Perform all member service related duties including account management.
• Maintain knowledge of lending policies and loan approval guidelines.
• Promote and sell the CUNA Mutual Lender Development Program.
• Perform duties of membership officer and/or notary as assigned.
• Handle teller related duties including cash drawer balancing and processing transactions.
• Maintain updated brochures and ensure compliance with logs.
• Perform other job-related duties as assigned.

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 101-250 employees