Financial Services Representative
About The Position
Scott Credit Union is hiring a Financial Service Representative for its Waterloo Branch in Waterloo, Illinois. This full-time, fully on-site role is a primary point of contact for members and supports the credit union’s connection with the community. Representatives engage with members in person, by phone, and through outbound calls to create an exceptional member experience, explain available products and services, and resolve questions or issues. The position works Monday through Saturday, with Saturday shifts rotating as scheduled. The representative identifies and presents products and services, supports individual and branch sales and operational goals, and performs a range of member and teller transactions. The role also includes maintaining member relationships, investigating concerns, following cash-handling and balancing procedures, and complying with applicable OFAC and BSA requirements. Scott Credit Union describes its culture as people-first, diverse, supportive, and focused on employee growth.
Requirements
- High school diploma or equivalent.
- At least one year of customer service experience.
- Personal computer experience, including Microsoft Office products.
Responsibilities
- Identify, educate members about, present, and cross-sell Scott Credit Union products and services in accordance with its member engagement model.
- Meet individual sales and operational goals and assist the branch team in achieving branch goals.
- Maintain cross-functional capabilities, including opening and closing accounts and processing member financial transactions.
- Input, review, negotiate, and close member loan application requests.
- Process account deposits and withdrawals and perform teller duties as needed.
- Open and close the teller terminal daily; account for assigned, received, and disbursed cash; balance accurately to the teller terminal close report; and submit daily work to the appropriate supervisor.
- Perform required OFAC screens under the Non-Member Verafin Processing policy and report positive matches to the BSA Group.
- Complete BSA requirements, including CTR and SAR reporting.
- Foster and maintain member relationships by providing prompt, professional, helpful, knowledgeable, and courteous service.
- Investigate member concerns, research issues, recommend resolutions, and help meet member-service satisfaction expectations.
Benefits
- 11 paid holidays and competitive paid time off.
- 401(k) with employer match.
- Medical, dental, vision, and life insurance.
- Short-term disability, including maternity leave.
- Tuition reimbursement program.
- “Dress for your day” policy.
- Career advancement opportunities.
- Supportive, team-oriented culture.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
