Financial Services Rep II - Growth, Notary & Loans

FiStaff

Houston (TX)

On-site

USD 36,000 - 48,000

Full time

14 days+

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Job summary

FiStaff in Houston, TX is seeking a Financial Services Representative II to greet members and assist with a range of banking services in a fast-paced environment.

You will process transactions, guide loan options, and support branch operations while delivering friendly, professional service. A high school diploma and some customer service experience are preferred; training and growth opportunities are available. This is a full-time role with potential for career development.

Qualifications

  • High school diploma or GED required.
  • 3 months of customer service experience in a financial institution preferred.
  • Strong communication and interpersonal skills with a friendly, professional attitude.
  • Ability to analyze information, solve problems, and assist members effectively.
  • Comfortable working with financial transactions and computer systems.
  • Detail-oriented with the ability to multitask in a customer-facing environment.

Responsibilities

  • Greet members and visitors, providing prompt, professional service in the lobby.
  • Process financial transactions, including receiving and disbursing funds accurately.
  • Assist members with services such as wire transfer requests, statement copies, check orders, stop payments, and debit card requests.
  • Enter and update member information and service requests in the system.
  • Provide guidance on loan options and assist with completing loan applications.
  • Support daily operations of the safe deposit vault and assist members with box access.
  • Provide Notary Public services when needed.
  • Collaborate with team members to ensure smooth daily branch operations.

Skills

Customer service
Communication
Interpersonal skills
Analytical thinking
Multitasking
Financial transactions
Computer systems

Education

High school diploma or GED

Job description

FiStaff in Houston, TX is seeking a Financial Services Representative II to greet members and assist with a range of banking services in a fast-paced environment.

You will process transactions, guide loan options, and support branch operations while delivering friendly, professional service. A high school diploma and some customer service experience are preferred; training and growth opportunities are available. This is a full-time role with potential for career development.

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