Float Financial Service Representative

Credit Union of America; Wichita (KS); On-site; USD 20,000 - 29,000; Full time

Job summary

Credit Union of America is seeking a full-time Admin Support at the South Broadway Branch in Wichita, KS to provide professional, courteous service to members and support branch operations. The role includes processing deposits, withdrawals, loan payments, and other financial transactions while promoting CU A products and services.

You will assist members, handle inquiries, and collaborate with branch leadership to ensure a smooth coverage period.

Qualifications

• One year to three years of similar or related experience.
• A high school education or GED.
• Courtesy, tact, and diplomacy are essential elements of the job.
• Operate a ten key calculator and computer keyboard.
• Physical requirements include standing, walking, and occasional lifting up to 10 pounds.

Responsibilities

• Increase member penetration and use of credit union services among new and existing members; identify service and lending opportunities and develop leads.
• Fulfill member requests and process transactions in compliance with policies and legal requirements.
• Provide member support for problem resolution and refer advanced issues to the manager.
• Cross-sell credit union products and services to benefit the member.
• Perform other duties as assigned and complete annual BSA/AML training.

Skills

Customer service

Communication

Ten-key calculator

Education

High school diploma or GED

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.

South Broadway Branch Full Time Admin Support Wichita, KS, US

Starting Pay:

$18.00/hour + Commission

Role:

Provide professional, accurate, courteous service to members. Increase utilization of CUA products and services among existing and new members through pro-active sales efforts. Provide relief to branches while a Financial Service Representative vacancy, recruitment or training takes place.

Essential Functions & Responsibilities:

• Increase member penetration and use of credit union services among new and existing members. Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods. Hand off work to branch leadership at the end of the coverage period.
• Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements. Receive and process member financial transactions, including deposits, withdrawals, and loan payments.
• Provide member support for problem resolution, including account research and questions involving CUA products & services. Refer problems that are beyond their authority to the manager.
• Cross sell credit union products and services which would benefit the member.
• Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job.

Knowledge and Skills:

Experience: One year to three years of similar or related experience.

Education: A high school education or GED.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills: To operate a ten key calculator and computer keyboard.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.