Financial Service Representative I

East Texas Professional Credit Union; Lufkin (TX); On-site; USD 28,000 - 36,000; Full time

Job summary

East Texas Professional Credit Union is seeking a results-driven Member Service Representative at the Lufkin, TX location. The role centers on opening and maintaining member accounts, responding to inquiries, and cross-selling credit union products and services.

You will work to deliver excellent service in-person, by phone, and via electronic media. Responsibilities include opening new deposit accounts, servicing existing accounts, and maintaining knowledge of all products and policies.

Qualifications

• High school diploma or equivalent.
• One to three years of banking experience preferred.
• Excellent communication and public relations skills.
• Ability to operate computer applications and 10-key and telephone.
• Solid math and bookkeeping abilities.

Responsibilities

• Open all types of new deposit accounts and determine membership needs.
• Service existing member accounts: interview, process requests, balance and close accounts as needed.
• Promote credit union products and services based on member needs and cross-sell.
• Respond to member requests and resolve issues or coordinate with staff.
• Provide prompt, professional service in person, by phone, and via email.

Skills

Communication skills

Public relations

Financial math

Customer service

Education

High school diploma

Tools

10-key

Telephone

Job description

Job Details

Job Location: Lufkin Branch - Lufkin, TX 75904Acts 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.

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.