Financial Services Representative

Scott Credit Union; New York (NY); On-site; USD 25,000 - 31,000; Full time

Benefits offered by this job

Paid holidays

401(k) match

Health benefits

Disability insurance

Dress for your day

Team culture

Job summary

Scott Credit Union in Columbia, IL is seeking a Financial Service Representative to serve members at the Columbia Branch. You will greet visitors, answer questions, open accounts, process deposits and loans, and promote SCU products with a member-first approach.

The role emphasizes high-quality service, teamwork, and adherence to regulations. A minimum of one year of customer service and a high school diploma are required. This is a full-time, on-site position with a schedule including Saturdays.

Qualifications

• High school diploma or equivalent required.
• Minimum one year of customer service experience required.
• Basic computer skills including Microsoft Office.

Responsibilities

• Greet members and assist with inquiries in person, by phone, or via outbound calls.
• Educate members on SCU products and services and promote cross-sell opportunities.
• Open and close accounts, process deposits and withdrawals, and assist with teller duties as needed.
• Process loan applications, balance teller terminal, and remit daily work to supervisor.
• Perform OFAC screening and ensure CTR/SAR reporting compliance.
• Provide prompt, professional member service and resolve concerns to satisfaction.

Skills

Customer service experience

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Columbia, IL, US

Salary Range: $18.22 To $22.78 Hourly

Financial Service Representative — Branch Network Department; Columbia Branch

Scott Credit Union is hiring a Financial Service Representative in Columbia, IL to help support our members and strengthen our connection with the community. If you’re passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment – we’d be excited to welcome you to our award-winning team.

Schedule:Full-time | Monday–Saturday, Saturday rotation as scheduled

Work Location Status:Fully on-site at the Columbia, IL Branch

About the Role

Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise.

Why Join Scott Credit Union?

Scott Credit Union has been designated a TopWorkplacebytheSt.LouisPost-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.

Benefits include:

• 11paidholidaysandcompetitivePTO
• 401(k)withemployermatch
• Medical,dental,vision,andlifeinsurance
• Short-Term Disability, including maternity leave
• “Dressforyourday”policy
• Supportive, team-oriented culture

What You’ll Do

• Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model.
• Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals.
• Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.
• Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.
• Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
• Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.

What You Bring

• High school diploma or equivalent
• Minimum one year of customer service experience
• Personal computer experience to include Microsoft Office products

Is This You?

• You’re energized by creating meaningful connections and delivering strategic solutions
• You stay focused under pressure and prioritize precision in your work
• You take initiative, own your projects, and consistently aim for high-quality results
• You’re looking to build a long-term career where your skills can grow and evolve

Our Commitment

At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth—for both our members and our employees.

universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;