Financial Services Representative - Headquarters

Ftwccu; Bedford (TX); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player in the financial services sector is seeking a Financial Services Representative to join their dedicated team. This role offers a fantastic opportunity to engage with members, assisting them in opening accounts, establishing IRAs, and providing essential lending information. With a commitment to employee growth and a comprehensive benefits package, this position is perfect for those looking to advance their careers in a supportive environment. The ideal candidate will thrive in a fast-paced setting and be passionate about delivering exceptional service to members.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Holidays

Generous Vacation Days

Employee Assistance Program

Business Casual Dress

Qualifications

• Strong customer service skills are essential for assisting members.
• Knowledge of financial products and services is important.

Responsibilities

• Open new accounts and establish IRAs for members.
• Assist members with lending services and loan applications.

Skills

Customer Service

Financial Knowledge

Communication Skills

Sales Skills

Education

High School Diploma

Bachelor's Degree in Finance or related field

Job description

FTWCCU Headquarters, Bedford, Texas, United States of America

Job Description

Posted Thursday, April 17, 2025 at 6:00 AM

Fort Worth Community Credit Union strives to provide excellent member service, which is a result of having friendly, knowledgeable, and helpful employees. Career opportunities at various levels exist with the credit union. Fort Worth Community Credit Union is an Equal Opportunity Employer. We accept applications at all times even when a specific opening is not available. We conduct background screens and drug testing on candidates for employment, and we certify all employees through E-Verify.

Fort Worth Community Credit Union offers full-time employees an excellent benefits package that includes:

Health, Dental, and Vision Insurance
Life Insurance
Long Term Disability Insurance
Flexible Spending Accounts
401(k) Plans (also available for part-time employees)
Paid Holidays (also available for part-time employees)
Generous Vacation and Sick Days (also available for part-time employees)

Fort Worth Community Credit Union promotes from within whenever possible, so your career can progress within the same company. We hire only the best and brightest. Our positions are demanding but provide an excellent opportunity to learn the financial industry.

Work hours:Monday - Thursday 8:45am - 5:30pm, Friday 8:30am - 6:30pm, and 2 Saturdays per month 8:30am - 12:30pm.

Summary:Financial Services Representativeduties include opening new accounts, establishing IRAs, issuing ATM/debit cards, cross-selling credit union products and services, and assisting members with lending services (providing general lending information to members, taking loan applications, and preparing loans for credit approval and disbursal).

Additional Information: This position may be required to float to other branches when necessary, as determined by Operations management. Candidates must be willing to commute to other locations as needed, and have reliable transportation. When the work location is a branch other than the Headquarters office, mileage will be reimbursed according to company policy.

Benefits: Full Benefits Package including medical, dental,and vision coverage; paid vacation, sick and holidays;401(k) Program, Employee Assistance Program, and business casual dress.

FTWCCU is an Equal Opportunity Employer. FTWCCU makes no guarantee as to the availability of the posted positions. Due to ongoing recruitment efforts, some of these positions may have been filled or have offers pending to existing candidates.

FTWCCU Headquarters, Bedford, Texas, United States of America