Financial Service Representative

East Texas Professional Credit Union; Longview (TX); On-site; USD 34,000 - 46,000; Full time

Job summary

East Texas Professional Credit Union is hiring at the LeTourneau Branch in Longview, TX for a Member Service Representative. The role handles opening and closing accounts, responds to member inquiries, cross-sells products, and ensures accurate maintenance of member records.

The position requires strong customer service, banking knowledge, and proficient math and computer skills; it includes teller duties and maintaining confidentiality in all member interactions.

Qualifications

• High school diploma or equivalent.
• Thorough knowledge of member services and products provided.
• One to three years of banking experience preferred.
• Excellent communication and public relations skills.
• Ability to operate related computer applications and business equipment including 10-key and telephone.
• Solid math and bookkeeping abilities.

Responsibilities

• Opens all types of new deposit accounts offered by the Credit Union.
• Services existing members accounts and processes requests via online systems.
• Promotes credit union products and services based on member needs.
• Responds to member requests and resolves issues.
• Provides prompt, professional, courteous service in-person, by phone and via email.
• Maintains knowledge of all credit union products and procedures.
• Keeps a positive, communicative relationship with management and other departments.
• Safeguards member information and confidentiality.
• Performs teller duties including cashing checks, deposits, loan payments and balancing.
• Attends meetings and training sessions.
• Maintains a clean, professional work environment.
• Performs other duties as assigned.

Skills

Customer service

Public relations

Communication skills

Cash handling

Math proficiency

Computer skills

Education

High school diploma or equivalent

Tools

10-key keypad

Telephone

Job description

Job Details

Job Location: LeTourneau Branch - Longview, TX, Salary Range: Undisclosed.

Acts as a liaison between the member and the credit union. Performs a broad variety of member service including opening and closing accounts. Responds to member inquiries regarding Credit Union services and performs a variety of account maintenance. Cross sells products and services.

Responsibilities

• 1. Opens all types of new deposit accounts offered by the Credit Union. Includes qualifying members for membership, interviewing members to determine needs, and processing requests via online system(s).
• 2. Services existing members accounts. Includes interviewing members to determine needs, processing requests via online system(s), completing account maintenance requests and appropriate forms, transferring funds, balancing accounts, and closing accounts.
• 3. Promotes credit union products and services based on member needs. Actively cross sells products and services.
• 4. Responds to member requests. Resolves member issues directly or coordinates resolution with appropriate ETPCU personnel.
• 5. Provides prompt, professional, courteous service in-person, via telephone and through electronic media, including e-mail as directed.
• 6. Develops and maintains comprehensive knowledge of all credit union products and services that are processed or promoted by Financial Service Representatives.
• 7. Develops and maintains comprehensive knowledge of all credit union policies and procedures, rules and regulations.
• 8. Contributes to productive, professional work environment through positive, courteous interactions with ETPCU personnel. Includes assisting other departments as directed and maintaining communication with management regarding area activities and challenges.
• 9. Safeguards member information by applying the highest level of confidentiality regarding member interactions with the Credit Union and securing all member information in public work areas.
• 10. Performs teller duties as directed. Includes cashing checks, receiving deposits and loan payments, and balancing cash drawer in teller area.
• 11. Attends all required meetings and training sessions.
• 12. Maintains a clean, professional work environment.
• 13. Performs other duties as assigned.

Qualifications

• High school graduate or equivalent.
• Thorough knowledge of member services and products provided.
• One to three years of banking experience preferred.
• Excellent communication and public relations skills.
• Ability to operate related computer applications and business equipment including 10-key and telephone.
• Solid math and bookkeeping abilities.