Financial Services Representative

Scott Credit Union • Edwardsville, IL

417d • $36,067 - $54,101

About The Position

The Financial Services Representative at Scott Credit Union is a full-time role focused on providing exceptional customer service and financial solutions to members. This position serves as a primary point of contact for members, engaging them in conversations about their financial needs and educating them on the products and services offered by the credit union. The role involves meeting sales and operational goals while fostering relationships with members and ensuring a positive experience.

Requirements

• High School Diploma or GED
• One year of customer service experience
• Personal computer experience, including Microsoft Office products

Nice To Haves

• Experience in retail banking or as a bank teller
• Strong cash handling skills
• Ability to thrive in a fast-paced environment
• Detail-oriented with a focus on accuracy

Responsibilities

• Identify, educate, present, and cross-sell SCU products and services to new and existing members.
• Meet individual sales and operational goals while assisting the branch team in achieving branch goals.
• Recognize cross-sale opportunities through needs-based financial conversations and refer members to mortgage, business lending/services, and investments.
• Ensure consistent delivery of SCU's member engagement model using technology, including tablets and enhanced ATMs.
• Process financial transactions for members, including opening and closing accounts, deposits, and withdrawals.
• Input, review, negotiate, and close member loan application requests.
• Provide various services for members in person, by telephone, or by mail, including processing deposits and disbursing cash or check withdrawals.
• Balance teller terminal close reports and remit daily work to the appropriate supervisor.
• Comply with BSA requirements and perform required OFAC screens as outlined in the Non-Member Verafin Processing policy.
• Investigate member concerns and recommend resolutions to ensure member satisfaction.

Benefits

• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• Tuition reimbursement
• Paid time off
• Parental leave
• Employee assistance program
• Vision insurance
• 401(k) matching
• Opportunities for advancement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED