Personal Financial Representative II

Infuze Credit Union • MO

72d

About The Position

The Personal Financial Representative II performs a wide range of transactional duties to serve members by receiving or paying out funds with high accuracy. The PFR II also opens member accounts, cross-sells a variety of Credit Union services, and may intake and process member loan applications.

Requirements

• Six months to two years' similar or related experience, including time spent in preparatory positions.
• High school or GED required.
• Candidates must maintain a significant level of trust and diplomacy to be effective in this position.
• Individuals must conduct in-depth conversations and explanations with customers and utilize direct and indirect reports.
• Must be capable of climbing / descending stairs in an emergency.
• Must operate standard office equipment, including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
• Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary.
• Must work extended hours or travel off-site whenever required or requested by management.
• Must be capable of regular, reliable, and timely attendance.

Responsibilities

• Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and accurately enter deposits.
• Prioritize member service, establishing and maintaining relationships with members to promote the cross-sell of all Credit Union services.
• Intake and prepare member loan applications and prepare applications. Communicate loan applications to Consumer Lending Underwriters and follow up as needed to determine loan status.
• Process approved loans, including but not limited to communicating approval with member(s), setting up loan payout, and setting a closing appointment with member(s).
• Maintain an updated and comprehensive knowledge on all credit union products and services as well as all related policies and procedures and rules and regulations, including robbery procedures.
• Assist members with opening accounts, answering questions about products and services, and resolving member concerns. Escalate member concerns to management as needed.
• Balance cash drawer at end of the shift and compare totaled amount to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary. May help other tellers research and resolve discrepancies.
• Perform various duties as assigned for a Personal Financial Representative I.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 11-50 employees