Financial Services Representative II

Burnett Staffing Specialists; Houston (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Not specified

Job summary

Burnett Staffing Specialists seeks a Financial Services Representative II for a growing credit union team. You will deliver friendly, professional service to members and assist with everyday banking and financial needs.

You will handle deposits and withdrawals, assist with account questions, and help members understand available products and services while ensuring accuracy and confidentiality in a compliant environment.

Qualifications

• High school diploma or GED required.
• Previous banking, credit union, teller, financial services or customer service experience preferred.
• Strong customer service and communication skills.
• Comfortable handling cash and financial transactions.
• Strong attention to detail and accuracy.
• Basic computer skills, including Microsoft Office.
• Ability to learn financial products, services and lending processes.

Responsibilities

• Welcome members and provide professional, friendly service.
• Process deposits, withdrawals and other financial transactions accurately.
• Assist members with account questions and financial service needs.
• Process wire transfer requests, stop payments, check orders and other account services.
• Assist with debit/Visa card requests and payroll allocations.
• Open and maintain member accounts and update information.
• Educate members on available financial products and services.
• Provide information on consumer loan options and assist with loan applications.
• Build strong relationships with members and identify opportunities to better serve their financial needs.
• Assist with safe deposit box access and related services.
• Provide Notary services as needed.
• Maintain accuracy, confidentiality and compliance with established policies and procedures.

Skills

Customer service

Communication skills

Cash handling

Detail-oriented

Microsoft Office

Education

High school diploma or GED

Job description

Financial Services Representative - Credit Union

We are looking for a Financial Services Representative II to join a growing credit union team! This is a great opportunity for someone who enjoys working directly with members, providing excellent customer service, and helping individuals with their everyday banking and financial needs.

What You'll Do:

• Welcome members and provide professional, friendly service
• Process deposits, withdrawals and other financial transactions accurately
• Assist members with account questions and financial service needs
• Process wire transfer requests, stop payments, check orders and other account services
• Assist with debit/Visa card requests and payroll allocations
• Open and maintain member accounts and update information
• Educate members on available financial products and services
• Provide information on consumer loan options and assist with loan applications
• Build strong relationships with members and identify opportunities to better serve their financial needs
• Assist with safe deposit box access and related servicesProvide Notary services as needed
• Maintain accuracy, confidentiality and compliance with established policies and procedures

What We're Looking For:

• High school diploma or GED required
• Previous banking, credit union, teller, financial services or customer service experience preferred
• Strong customer service and communication skills
• Comfortable handling cash and financial transactions
• Strong attention to detail and accuracy
• Basic computer skills, including Microsoft Office
• Ability to learn financial products, services and lending processes
• Professional, dependable and team-oriented personality

If you enjoy helping people and are looking to grow your career in banking and financial services, we'd love to hear from you! HOUAC49