Financial Services Representative

Billings-Federal-Credit-Union; Billings (MT); On-site; USD 34,000 - 52,000; Full time

Job summary

Billings Federal Credit Union seeks a Financial Services Representative who delivers high-quality member service and confidently handles transactions across share products, loans, and lending options.

The role requires a proven background in customer service, lending, and sales, with a commitment to compliance and a drive to help members achieve financial well-being. This on-site position includes standard banking hours and responsibilities.

Qualifications

• Experience in a professional office setting involving sales, customer service and extensive public contact.
• Registered, or able to obtain registration with the Nationwide Mortgage License System.
• High School diploma or equivalent.
• Consumer lending experience preferred.
• Employment experience in a financial institution preferred.
• College degree or equivalent combination of college and work experience preferred.

Skills

Analytical skills

Telephone etiquette

Written & oral communication

PC proficiency

Bookkeeping basics

Education

High School diploma or equivalent

College degree or equivalent combination of college and work experience

NMLS registration (Nationwide Mortgage Licensing System)

Tools

NMLS registration system

Job description

Financial Services Representative

At Billings Federal Credit Union our Financial Service Representatives (FSR) consistently provide an atmosphere of high-quality member service. FSRs confidently perform transactions for members with regard to all share products including Savings, Checking, IRA and CD products. Additionally, FSRs provide expertise in Consumer, Personal, and Mortgage-related lending products. The SUCCESSFUL candidate for this position has demonstrated success in a professional setting involving customer service, financial consulting, lending, and sales; finds satisfaction in helping people achieve financial well-being; commits to forwarding the credit union's mission of delivering sound financial solutions; is consistently mindful of compliance with regulations, policies and procedures; will be an advocate for the credit union and our members.

TRAINING AND EXPERIENCE:

• Experience in a professional office setting involving sales, customer service and extensive public contact; required
• Registered, or able to obtain registration with the Nationwide Mortgage License System; required
• High School diploma or equivalent; required
• Consumer Lending experience; highly preferred
• Employment experience in a Financial Institution; highly preferred
• College degree or equivalent combination of college and work experience; preferred

KNOWLEDGE AND ABILITIES:

• Strong analytical skills.
• Intermediate personal computer skills.
• Knowledge of basic bookkeeping principles.
• Ability to follow written and oral communications and instructions.
• Excellent telephone techniques and manners.

SPECIAL FACTORS:

• Requires being under constant pressure for absolute accuracy within time limitations.
• Commitment to hours required of this position: Mon - Fri; 8am - 5pm; 40 hours/week
• Requires working with frequent interruptions.
• Ability to lift and/or carry up to 35 pounds.
• Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required.
• Sitting - 75%; standing and walking - 25%.
• Hearing, visual, and verbal ability required.

*Because our branches are fully open to serve walk-in public, this is an on-site position only