Call Center Financial Services Representative

Scott Credit Union

Edwardsville (IL)

On-site

USD 34,000 - 42,000

Full time

14 days+
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Benefits offered by this job

11 paid holidays
PTO
401(k) Employer Match
Medical/dental/vision/ life insurance
Short-Term Disability
Tuition reimbursement
Dress for your day
Career advancement opportunities
Team-oriented culture

Job summary

Scott Credit Union in Edwardsville, IL is hiring a Financial Service Representative to assist members with basic credit union products and services. You will handle routine transactions and educate members on available options.

The role is Full-time with on-site work for the first 90 days, after which hybrid or remote work may be possible. A supportive, team-oriented culture and opportunities for growth are highlighted.

Qualifications

  • High school diploma or equivalence.
  • Six months of call center experience or six months of financial institution experience.
  • Basic computer skills with Microsoft Windows applications.

Responsibilities

  • Process basic financial transactions for members including balance inquiries, transfers and payments, issuing checks.
  • Respond to routine member inquiries regarding account operation, services, discrepancies, and feature changes.
  • Operate computer to post transactions, access account information, balance transactions, and update member data.
  • Educate members on Scott Credit Union products and services and make referrals as needed.

Skills

Customer service
Communication
Problem solving
Teamwork
Microsoft Windows

Education

High school diploma or equivalent

Tools

Microsoft Windows

Job description

Financial Service Representative - Call Center Department; Home Office Branch

Banking - Full-Time - Call Center

Scott Credit Union is hiring a Financial Service Representative in Edwardsville, IL to help provide exceptional service and strengthen our connection with members. If you're passionate about helping others, skilled at problem-solving, and thrive in a fast paced, team-oriented environment – we'd be excited to welcome you to our award-winning team.

Schedule: Full-time | Monday-Saturday

Work Location Status: Fully on-site for the first 90 days at the Edwardsville, IL Headquarters. After successful completion of probationary period, the position may be eligible for hybrid or remote work.

*Employees in hybrid or remote roles may be required to return on-site periodically for meetings, events, or other work-related needs as determined by their manager.

About the Role

The Financial Service Representative is responsible for presenting and explaining a basic number of credit union products and services to members and assisting them to utilize these products and services. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner.

Why Join Scott Credit Union?

Scott Credit Union has been designated a TopWorkplacebytheSt.LouisPost-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.

Benefits include:
  • 11paidholidaysandcompetitivePTO
  • 401(k)withemployermatch
  • Medical,dental,vision,andlifeinsurance
  • Short-Term Disability, including maternity leave
  • Tuitionreimbursementprogram
  • "Dressforyourday"policy
  • Careeradvancementopportunities
  • Supportive, team-oriented culture
What You'll Do
  • Process basic financial transactions for members including such functions as balance inquiries, completing transfers and payments, issuing checks.
  • Respond to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members.
  • Operate computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information.
  • Educate members and potential members on the products and services Scott Credit Union offers that may be of benefit. Make referrals to the Loan Center, Mortgage Department or retirement and Investment Services as needed.
  • Perform such other member service functions that might be needed from time to time and assist others to complete tasks and work assignments.
What You Bring
  • High school diploma or equivalence
  • Six months of call center experience OR Six months of financial institution experience
  • Personal computer experience to include Microsoft Windows applications
Is This You?
  • You're energized by creating meaningful connections and delivering strategic solutions
  • You stay focused under pressure and prioritize precision in your work
  • You take initiative, own your projects, and consistently aim for high-quality results
  • You're looking to build a long-term career where your skills can grow and evolve

Contact Center customer service sales telecommunications customer support service representative

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