Financial Services Representative

Scott Credit Union; O'Fallon (IL); On-site; USD 25,000 - 31,000; Full time

Benefits offered by this job

11 paid holidays

Competitive PTO

401(k) employer match

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short-Term Disability

Maternity leave

Dress for your day

Supportive culture

Job summary

Scott Credit Union in O'Fallon, IL is seeking a Financial Service Representative to deliver exceptional member service, educate on products, and cross-sell services in a busy branch. You will handle teller functions, process account activity, and support a people-focused, community-driven team.

The role requires strong customer service experience, comfort with sales, and the ability to work full-time, including Saturdays, on-site at the O'Fallon branch.

Qualifications

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

Responsibilities

• Identify, educate, present and cross-sell SCU products and services to new and existing members per the member engagement model.
• Meet individual sales and operational goals while helping the branch achieve its targets.
• Process financial transitions for members, including opening/closing accounts; review, negotiate and close loan applications.
• Handle deposits and withdrawals; balance teller terminal at close and remit daily work to supervisor.
• Perform OFAC checks; comply with CTR and SAR requirements.
• Foster relationships; provide prompt, professional member service and resolve member concerns.

Skills

Customer service

Sales

Relationship building

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.

OFallon, IL, US

2 days ago Requisition ID: 2656

Salary Range: $18.22 To $22.78 Hourly

Financial Service Representative — Branch Network Department; O'Fallon Branch

Scott Credit Union is hiring a Financial Service Representative in O'Fallon, 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 O'Fallon, 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;