Financial Service Coordinator

Texell Credit Union; Temple (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match up to 6%

Paid vacation and sick leave

Job summary

Texell Credit Union in Temple, TX is seeking a Financial Service Coordinator at our corporate headquarters branch. You will be the first point of contact for members, delivering 5-star service as soon as they walk in and helping direct traffic in the lobby.

This role combines customer service with basic teller duties, requiring attention to detail, multi-tasking across phone, computer, and guest interactions, and proficiency with Microsoft 365 apps.

Qualifications

• Has previous customer service, cash handling, or financial institution experience.
• Is detail-oriented and organized. Is comfortable multi-tasking on the phone, computer, and members at the same time.
• Thrives in a fast-paced environment and remains calm and courteous even when it's busy.
• Is proficient with Microsoft 365 products such as Word, Excel, and Teams.
• Has a teamwork mentality and a drive to work with others to accomplish branch, but credit union goals.
• Maintains a glass half-full outlook, a knack for smiling all the time, and the ability to provide stellar service.

Responsibilities

• Direct traffic and supervise lobby areas while attending waiting guests.
• Oversee all activity in lobby areas and maintain a welcoming environment.
• Perform teller-related functions as needed.

Skills

Customer service

Cash handling

Financial institution experience

Microsoft 365

Tools

Microsoft 365

Job description

Job DetailsJob Location: Temple HQ Branch - Temple, TX 76502Position Type: Full TimeJob Category: BankingTexell Credit Union, named one of the best credit unions to work for in the nation by American Banker, is seeking a Financial Service Coordinator at our corporate headquarters branch. The role of the Financial Service Coordinator is to provide 5-star service to members as they first walk into the credit union as you will be the first person they interact with.

The Financial Service Coordinator (FSC) creates a positive first impression for all guests visiting the location. The FSC serves as a liaison for all guests which may include members, non-members, new hires, job applicants, vendors, board members, and executives. The FSC will direct traffic, police secure areas, attend waiting guests in the lobby, and oversee all activity in lobby areas. Under general supervision and in accordance with established policies and procedures, the FSC may perform a variety of miscellaneous tasks as well as teller related functions. The Financial Services Coordinator maintains a positive, welcoming attitude and professional, polished image at all times.

We're looking for someone who:

• Has previous customer service, cash handling, or financial institution experience.
• Is detail-oriented and organized. Is comfortable multi-tasking on the phone, computer, and members at the same time.
• Thrives in a fast-paced environment and has the ability to remain calm and courteous even when it's busy.
• Is proficient with Microsoft 365 products such as Word, Excel, and Teams.
• Has a teamwork mentality and a drive to work with others to accomplish not only branch, but credit union goals.
• Maintains a glass half-full outlook, a knack for smiling all the time, and the ability to provide stellar service.

We want you to know:

• Texell offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, and paid vacation and sick leave.
• Texell holds company events such as our annual Awards Banquet, Employee Family Day, 4th of July Fiesta, and tons more!
• We participate in sporting events such as the annual Corporate Challenge with the City of Temple (and we are a competitive bunch)!
• Texell is passionate about helping our community and those in need. We volunteer for several events each month with our team called Texell Serves such as food pantry distributions, blood drives, donation drives and much more!

About Texell:

Texell has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, the Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the readers of the Killeen Daily Herald and the Belton Journal and consistently earns the highest five-star, superior rating for financial soundness from Bauer Financial. And, Texell was named one of the Best Credit Unions to Work for in the nation by American Banker.