Financial Services Representative II

FiStaff; Houston (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

FiStaff in Houston, TX is seeking a Financial Services Representative II to greet members and assist with a range of banking services in a fast-paced environment.

You will process transactions, guide loan options, and support branch operations while delivering friendly, professional service. A high school diploma and some customer service experience are preferred; training and growth opportunities are available. This is a full-time role with potential for career development.

Qualifications

• High school diploma or GED required.
• 3 months of customer service experience in a financial institution preferred.
• Strong communication and interpersonal skills with a friendly, professional attitude.
• Ability to analyze information, solve problems, and assist members effectively.
• Comfortable working with financial transactions and computer systems.
• Detail-oriented with the ability to multitask in a customer-facing environment.

Responsibilities

• Greet members and visitors, providing prompt, professional service in the lobby.
• Process financial transactions, including receiving and disbursing funds accurately.
• Assist members with services such as wire transfer requests, statement copies, check orders, stop payments, and debit card requests.
• Enter and update member information and service requests in the system.
• Provide guidance on loan options and assist with completing loan applications.
• Support daily operations of the safe deposit vault and assist members with box access.
• Provide Notary Public services when needed.
• Collaborate with team members to ensure smooth daily branch operations.

Skills

Customer service

Communication

Interpersonal skills

Analytical thinking

Multitasking

Financial transactions

Computer systems

Education

High school diploma or GED

Job description

Take the Next Step in Your Career With Us! Are you a people-focused professional who enjoys helping others while working in a fast-paced financial environment? We're looking for a motivated Financial Services Representative II to welcome members, assist with financial transactions, and introduce helpful banking solutions. In this Financial Services Representative II role, you'll be the friendly face that greets members, answers questions, and helps them access the services they need - while building lasting relationships along the way.

Financial Services Representative Houston, TX | Full-time | Financial Services

Why Work With Us:

• Opportunity to grow your career in financial services
• Supportive team environment with ongoing training and certifications
• Hands-on experience helping members with valuable financial products and services

What You'll Do:

• Greet members and visitors, providing prompt, professional service in the lobby
• Process financial transactions, including receiving and disbursing funds accurately
• Assist members with services such as wire transfer requests, statement copies, check orders, stop payments, and debit card requests
• Enter and update member information and service requests in the system
• Provide guidance on loan options and assist with completing loan applications
• Support daily operations of the safe deposit vault and assist members with box access
• Provide Notary Public services when needed
• Collaborate with team members to ensure smooth daily branch operations

What We're Looking For:

• High school diploma or GED required
• 3 months of customer service experience in a financial institution preferred
• Strong communication and interpersonal skills with a friendly, professional attitude
• Ability to analyze information, solve problems, and assist members effectively
• Comfortable working with financial transactions and computer systems
• Detail-oriented with the ability to multitask in a customer-facing environment

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Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.