Financial Services Representative

Scott Credit Union; Waterloo (IL); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

11 paid holidays

PTO

401(k) with employer match

Medical, dental, vision, and life 보험

Short-Term Disability (including MLO)

Dress for your day

Team-friendly culture

Job summary

Scott Credit Union in Waterloo, IL is seeking a Financial Service Representative to join our Waterloo Branch. You will engage with members in-branch, on the phone, and via outbound calls to educate on products and resolve questions, delivering an exceptional member experience.

You will support a high-traffic branch, meet sales and service goals, and perform teller duties with accuracy. This on-site role offers full-time hours and a community-focused team environment with comprehensive benefits.

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 members.
• Meet individual sales and operational goals and assist branch team in achieving branch goals.
• Process financial transitions, open/close accounts, input and review loan applications, process deposits and withdrawals.
• Balance teller cash and reconcile terminal close reports.
• Perform OFAC screening and report positive matches to the BSA Group.

Skills

Customer service

Relationship building

Sales/upselling

Communication

Microsoft Office

Education

High school diploma

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.

Waterloo, IL, US

2 days ago Requisition ID: 2666

Salary Range: $18.22 To $22.78 Hourly

Financial Service Representative — Branch Network Department; Waterloo Branch

Scott Credit Union is hiring a Financial Service Representative in Waterloo, 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 Waterloo 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;