Financial Service Representative I

Paycom - ATS; Longview (TX); On-site; USD 28,000 - 42,000; Full time

Job summary

Paycom - ATS in Longview, TX is seeking a personable Financial Service Representative to serve members by opening and closing accounts, answering inquiries about Credit Union services, and performing routine maintenance with accuracy and kindness.

This role includes cross-selling products, handling teller duties, safeguarding member information, and staying informed about all credit union policies. Strong communication and Math skills are essential for success.

Qualifications

• High school diploma or equivalent.
• 1–3 years banking experience preferred.
• Excellent communication and public relations skills.
• Proficiency with computer applications and 10-key.

Responsibilities

• Open and close deposit accounts and determine member needs for membership eligibility.
• Respond to member inquiries and cross-sell products and services.
• Service existing member accounts, including transfers, balances, and maintenance.
• Perform teller duties: cashing checks, deposits, loan payments, and balancing cash drawer.
• Maintain knowledge of all products, policies, and procedures; attend trainings.
• Safeguard member information and ensure confidentiality in all interactions.
• Promote professional service and assist other departments as needed.

Skills

Communication skills

Public relations

Computer skills

Math / bookkeeping

Education

High school diploma

Tools

10-key

Job 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.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.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.