Financial Services Representative

L.K. Jordan & Associates; Sugar Land (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

Lkjordan is seeking a Financial Services Representative I in Sugar Land, TX to join our Branch Operations team. You will greet members, process routine financial transactions, and support daily lobby operations with accuracy and care.

The role emphasizes excellent customer service, attention to detail, and the ability to handle cash and multiple tasks in a fast-paced environment. A high school diploma or GED is required, with prior cash handling or banking experience a plus.

Qualifications

• Education & Experience: High school diploma or GED required.
• One to three months of related experience and/or training preferred.
• Previous cash handling, retail, banking, or customer service experience is a plus.
• Equivalent combinations of education and experience will be considered.

Responsibilities

• Member Service & Lobby Operations: Welcome and greet members and visitors with a friendly and professional attitude; Direct lobby traffic to ensure members receive prompt and efficient service; Announce visitors, appointments, and business associates to appropriate staff; Assist members with general questions and direct them to the appropriate Financial Services Representative; Maintain a clean, organized, and welcoming lobby environment; Monitor and replenish lobby supplies, forms, and informational displays; Monitor the Java Café area and assist members as needed; Open and close lobby gates and the safe deposit area; Ensure lobby music and display signage are operating properly.

Skills

Customer service

Communication

Attention to detail

Math skills

Computer skills

Cash handling

Multitasking

Interpersonal skills

Confidentiality

Punctuality

Education

High school diploma or GED

Job description

Financial Services Representative I Location: Sugar Land, TX Job Type: Full-Time

Job Summary Are you passionate about helping people and providing excellent customer service? We are looking for a friendly, dependable, and customer-focused Financial Services Representative I to join a Branch Operations team! The Financial Services Representative I (FSR I) plays an important role in creating a welcoming and positive experience for members and visitors. This position supports daily branch operations by greeting members, managing lobby traffic, processing financial transactions, assisting with account services, and promoting credit union products and services. The ideal candidate enjoys working with people, has strong attention to detail, and can handle financial transactions accurately while delivering exceptional member service.

Essential Duties and Responsibilities

Member Service & Lobby Operations

• Welcome and greet members and visitors with a friendly and professional attitude.
• Direct lobby traffic to ensure members receive prompt and efficient service.
• Announce visitors, appointments, and business associates to appropriate staff.
• Assist members with general questions and direct them to the appropriate Financial Services Representative.
• Maintain a clean, organized, and welcoming lobby environment.
• Monitor and replenish lobby supplies, forms, and informational displays.
• Monitor the Java Café area and assist members as needed.
• Open and close lobby gates and the safe deposit area.
• Ensure lobby music and display signage are operating properly.

Teller & Financial Transactions

• Process deposits, withdrawals, check cashing, and other member transactions accurately.
• Verify cash, checks, endorsements, signatures, and account balances.
• Enter financial transactions into the computer system and issue receipts.
• Process official checks, money orders, and cashier's checks.
• Place account holds in accordance with established policies and procedures.
• Order, receive, count, and balance daily cash supplies.
• Balance cash drawers, currency, coin, and checks at the end of each shift.
• Process night depository transactions and balance deposits.
• Process Shared Branching Network transactions in accordance with applicable network rules.
• Assist with vault teller responsibilities when assigned, including distributing cash to tellers and securing cash drawers.
• Follow credit union policies and regulatory requirements, including CTR, SAR, and check hold procedures.

Administrative & Operational Support

• Receive, sign for, log, and distribute incoming packages and deliveries.
• Assist with outgoing mail pickup and verification.
• Verify and submit daily official check totals to the Accounting Department.
• Provide employment applications, receive resumes, and direct job applicants appropriately.
• Support daily branch operations and assist other team members as needed.
• Perform other duties as assigned.

Qualifications

• Education & Experience: High school diploma or GED required.
• One to three months of related experience and/or training preferred.
• Previous cash handling, retail, banking, or customer service experience is a plus.
• Equivalent combinations of education and experience will be considered.

Required Skills & Abilities

• Excellent customer service and communication skills.
• Strong attention to detail and accuracy when handling financial transactions.
• Basic math skills, including addition, subtraction, multiplication, and division.
• Basic computer skills, including word processing, spreadsheets, and internet applications.
• Ability to handle cash and balance transactions accurately.
• Ability to multitask and work in a fast-paced environment.
• Strong interpersonal skills and a positive, professional attitude.
• Ability to maintain confidentiality and follow established policies and procedures.
• Dependable, organized, and punctual.