Financial Services Representative

Scott Credit Union•Edwardsville, IL

10d•Onsite

About The Position

Scott Credit Union is hiring a full-time Financial Service Representative at its Edwardsville, Illinois branch. This role is a primary point of contact for members, delivering service in person, by phone, and through outbound calls. The representative helps members understand the credit union’s products and services, answers questions, resolves concerns, and supports a positive member experience. The position is fully on-site and follows a Monday–Saturday schedule, with Saturdays worked on a scheduled rotation. The representative identifies and presents appropriate products and services, processes member transactions and account requests, assists with loan applications, and performs teller duties. The role also supports individual and branch goals, completes required compliance procedures, and builds lasting member relationships. Scott Credit Union describes itself as a people-first organization committed to accountability, integrity, diversity, service excellence, and continuous growth. It offers competitive benefits, meaningful work, and career advancement opportunities.

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 the member engagement model.
Meet individual sales and operational goals and help the branch team achieve branch goals.
Maintain cross-functional capabilities.
Process member financial transactions, including opening and closing accounts.
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 terminal close report, and submit daily work to the appropriate supervisor.
Perform required OFAC screens as outlined in the Non-Member Verafin Processing policy and report positive matches to the BSA Group.
Meet Bank Secrecy Act requirements, including completing CTRs and SARs.
Foster and maintain member relationships and provide prompt, professional, helpful, knowledgeable, and courteous service.
Investigate member concerns, research issues, and recommend resolutions.
Help ensure member service satisfaction expectations are met.