Financial Services Representative II

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

Job summary

Lkjordan is seeking a Financial Services Representative II for our Houston, TX branch. This role focuses on delivering exceptional member service, handling financial transactions, assisting with loan applications, and promoting financial products.

The ideal candidate is professional, detail-oriented, and thrives in a fast-paced banking environment. You will greet members, determine their service needs, process transactions, and support notary duties as needed.

Qualifications

• High school diploma or GED required.
• Previous customer service, banking, financial services, cash-handling, or related experience preferred.
• Strong communication and interpersonal skills.
• Excellent attention to detail and accuracy.
• Ability to handle confidential information professionally.
• Strong problem-solving and organizational skills.
• Ability to work effectively both independently and as part of a team.
• Comfortable working with computers, internet applications, word-processing, and spreadsheet software.

Responsibilities

• Greet and assist members and visitors in the lobby in a friendly, professional manner.
• Provide prompt customer service and determine members' financial service needs.
• Process financial transactions, including receiving and paying out money and maintaining records.
• Assist with services such as wire transfers, statement copies, check orders, stop payments, payroll allocations, and visa/check card requests.
• Provide information about loan products and assist with loan applications.
• Prepare forms and documentation for financial products and services.
• Enter and maintain accurate member and sales information in computer systems.
• Develop and maintain strong relationships with members.

Skills

Customer service

Communication

Attention to detail

Teamwork

Education

High school diploma or GED

Job description

Financial Services Representative II (FSR 2) Location: Houston, TX Job Type: Full-Time Schedule: Monday–Friday

Job Summary

We are seeking a Financial Services Representative II (FSR 2) to join our Houston branch team. This position provides exceptional member service while assisting with financial transactions, account services, loan applications, and the sale of financial products. The ideal candidate is professional, personable, detail-oriented, and comfortable working in a fast-paced financial services environment.

Key Responsibilities

• Greet and assist members and visitors in the lobby with a friendly and professional demeanor.
• Provide prompt and accurate customer service and determine members' financial service needs.
• Process financial transactions, including receiving and paying out money and maintaining accurate records.
• Assist members with services such as:
  • Wire transfers
  • Statement and check copies
  • Check orders
  • Stop payment requests
  • Payroll allocations
  • Visa/check card requests
• Provide information about available loan products and assist with completing loan applications.
• Prepare forms and documentation for financial products and services.
• Enter and maintain accurate member and sales information in computer systems.
• Develop and maintain strong relationships with members.
• Assist with opening and closing the Safe Deposit vault and provide support to members accessing their safe deposit boxes.
• Provide Notary Public services as needed.
• Assist FSR I team members and branch staff as needed.
• Complete required certifications and company training.
• Follow all company policies, procedures, security standards, and regulatory requirements.

Qualifications

• High school diploma or GED required.
• Previous customer service, banking, financial services, cash-handling, or related experience preferred.
• Strong communication and interpersonal skills.
• Excellent attention to detail and accuracy.
• Ability to handle confidential information professionally.
• Strong problem-solving and organizational skills.
• Ability to work effectively both independently and as part of a team.
• Comfortable working with computers, internet applications, word-processing, and spreadsheet software.
• Strong basic math skills, including percentages, decimals, addition, subtraction, multiplication, and division.
• Professional appearance and positive attitude.
• Reliable attendance and punctuality.

What We're Looking For

• Excellent customer service skills
• Professionalism and dependability
• Strong communication skills
• Attention to detail
• Sound judgment and problem-solving ability
• Ability to multitask and prioritize
• Integrity and confidentiality
• Team-oriented attitude
• Willingness to learn and complete ongoing training

Physical/Work Environment

This position requires the ability to perform typical branch-office duties, including frequent standing, sitting, walking, and occasional lifting/moving of items weighing up to 10 pounds. Reasonable accommodations may be available for qualified individuals.