Financial Services Representative

Billings Federal Credit Union; Billings (MT); On-site; USD 42,000 - 54,000; Full time

Job summary

Billings Federal Credit Union is seeking a Financial Services Representative to deliver high-quality member service. The role handles transactions across Savings, Checking, IRA and CD products and provides expertise in Consumer, Personal, and Mortgage lending.

The successful candidate will have experience in customer service, financial consulting, lending and sales, and will uphold compliance with regulations and credit union policies while promoting sound financial solutions.

Qualifications

• Experience in sales and customer service in a professional office.
• Consumer lending experience preferred
• Mortgage lending knowledge is a plus

Responsibilities

• Provide transactions for members across Savings, Checking, IRA and CD products.
• Offer lending guidance and financial consulting to members.
• Ensure compliance with regulations and policies.
• Promote credit union services through member engagement.

Skills

Analytical skills

PC skills

Bookkeeping basics

Written and verbal communication

Telephone etiquette

Education

High school diploma

College degree preferred

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