Financial Service Representative I

East Texas Professional Credit Union; Longview (TX); On-site; USD 30,000 - 42,000; Full time

Job summary

East Texas Professional Credit Union in Longview, TX seeks a member service-oriented professional to open and close accounts, assist with inquiries, and perform teller duties. You will interview members to determine needs, process requests online, and cross-sell products and services.

The role emphasizes accuracy, confidentiality, and excellent customer service across in-person, phone, and electronic channels. Prior banking experience is favored.

Qualifications

• High school diploma or equivalent.
• Thorough knowledge of member services and products.
• One to three years of banking experience preferred.

Responsibilities

• Opens new deposit accounts and qualifies members for membership.
• Services existing member accounts, processes requests and balances accounts.
• Cross-sells credit union products and services based on member needs.
• Responds to member requests and resolves issues with appropriate personnel.
• Provides prompt, professional in-person, phone, and email service.
• Maintains knowledge of all credit union products and policies.
• Safeguards member information and confidentiality.
• Performs teller duties: cash checks, deposits, loan payments, and balance cash drawer.
• Attends required meetings and trainings; maintains a clean work environment.
• Performs other duties as assigned.

Skills

Excellent communication

Public relations

Computer applications

10-key proficiency

Telephone etiquette

Math skills

Education

High school diploma or equivalent

Tools

10-key keypad

Computer systems

Job description

Description

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.

• 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).
• 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.
• Promotes credit union products and services based on member needs. Actively cross sells products and services.
• Responds to member requests. Resolves member issues directly or coordinates resolution with appropriate ETPCU personnel.
• Provides prompt, professional, courteous service in-person, via telephone and through electronic media, including e-mail as directed.
• Develops and maintains comprehensive knowledge of all credit union products and services that are processed or promoted by Financial Service Representatives.
• Develops and maintains comprehensive knowledge of all credit union policies and procedures, rules and regulations.
• 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.
• 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.
• Performs teller duties as directed. Includes cashing checks, receiving deposits and loan payments, and balancing cash drawer in teller area.
• Attends all required meetings and training sessions.
• Maintains a clean, professional work environment.
• Performs other duties as assigned.

Description

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.

• 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).
• 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.
• Promotes credit union products and services based on member needs. Actively cross sells products and services.
• Responds to member requests. Resolves member issues directly or coordinates resolution with appropriate ETPCU personnel.
• Provides prompt, professional, courteous service in-person, via telephone and through electronic media, including e-mail as directed.
• Develops and maintains comprehensive knowledge of all credit union products and services that are processed or promoted by Financial Service Representatives.
• Develops and maintains comprehensive knowledge of all credit union policies and procedures, rules and regulations.
• 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.
• 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.
• Performs teller duties as directed. Includes cashing checks, receiving deposits and loan payments, and balancing cash drawer in teller area.
• Attends all required meetings and training sessions.
• Maintains a clean, professional work environment.
• Performs other duties as assigned.

Qualifications

Education/Certification

High school graduate or equivalent.

Required Knowledge

Thorough knowledge of member services and products provided.

Experience Required

One to three years of banking experience preferred.

Skills/Abilities

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.