Financial Services Representative - North Tarrant

Fort Worth Community Credit Union • Fort Worth, TX

1d • Onsite

About The Position

Financial Services Representative position duties include opening new accounts, establishing IRAs and CDs, issuing ATM/debit cards, cross-selling credit union products and services, and assisting members with lending services (providing general lending information to members, taking loan applications, and preparing loans for credit approval and disbursal).

Requirements

• Candidates must have excellent customer service abilities.
• A minimum of 1-year recent financial institution experience is required, preferably in a credit union.
• Necessary skills include knowledge of basic office functions: IT skills (maneuvering around Windows, browser-based programs, and Outlook 365 email); strong time management and organizational skills, attention to detail, and the ability to communicate with tact and professionalism.
• Eligibility to obtain Texas Notary Public commission is a requirement of the FSR position.

Nice To Haves

• Experience with XP2 and/or Meridian Link is helpful.

Responsibilities

• opening new accounts
• establishing IRAs and CDs
• issuing ATM/debit cards
• cross-selling credit union products and services
• assisting members with lending services (providing general lending information to members, taking loan applications, and preparing loans for credit approval and disbursal)

Benefits

• Health, Dental, and Vision Insurance
• Life Insurance
• Long Term Disability Insurance
• Flexible Spending Accounts
• 401(k) Plans (also available for part-time employees)
• Paid Holidays (also available for part-time employees)
• Generous Vacation and Sick Days (also available for part-time employees)
• medical, dental, and vision coverage
• paid vacation, sick time, and holidays
• 401(k) Program
• Employee Assistance Program
• business casual dress code

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed