Business Services Representative

2 months ago

Deer Park, United States Shell Federal Credit Union Full time

**100% in office.**


Our vision as a Business Services Representative of Shell FCU is to provide 5.5 Service to every member in response to their needs and requests. A BSR within our team offers an opportunity to be a part of a Credit Union that focuses on improving members’ financial lives.


Essential Job Duties and Responsibilities

  • Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions.
  • Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act.
  • Required to complete annual training sessions as instructed or scheduled.
  • Perform job duties and responsibilities in compliance to SFCU policies, procedures, philosophy and standards of performance.
  • Develops and maintains business relationship with current and potential business owners for the credit union.
  • Calls and visits current business office locations to expand and financially service existing business as needed.
  • Travels to other credit union locations to assist existing or potential business members.
  • Obtains necessary documents to fully underwrite and document credit requests.
  • Reviews member financial condition and assess the member’s ability to repay.
  • Determines member and guarantor’s creditworthiness utilizing various sources, including personal and business credit reports, tax returns and other documents.
  • Reviews loan documents for accuracy and appropriateness prior to closing and subsequent to signing as required.
  • Reviews and analyzes legal documents such as trusts, corporation articles and by-laws, partnership agreements and other information necessary to fully open an account or submit loan request.
  • Maintains current member files including balance sheets, profit & loss statements, cash flow projections and all loan documentation.
  • Provides friendly, professional and personal service to all members.
  • Assists members and potential members with their financial service needs; explain services, open, maintenance and close business accounts, offer solutions to member issues, respond to problems, and direct members to the appropriate team members when further assistance is needed.
  • Must be able and willing to work 40 hours per week plus overtime, as needed.
  • Must be able to work the rotating opening, closing and Saturday schedule, as needed.
  • Must be well versed in all Credit Union products and services.
  • Assist members with their service needs related to, but not limited to:
  • Change of Address, issue/maintenance ATM & debit cards, safe deposit box
  • Notary services, assistance with Bill Pay, Digital Banking
  • Process disputes, stop payments, check orders, check copies and statement requests
  • Must be able to maintain confidentiality of member information.
  • Must keep all member and Credit Union information secure at all times.
  • Cross-sell Credit Union products and services based on member needs.
  • Answer and greet all incoming Credit Union calls in a professional and courteous manner.
  • Interview, originate, and processes all member business loan and deposit applications
  • Provide member appropriate follow up of their application as well as the final decision.
  • Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the department, as needed.
  • Meet/exceed personal and department goals.
  • Performs additional duties as assigned.


Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.




Knowledge and Skills

Experience:

Minimum three years direct credit union experience as a Financial Service Representative or five years related experience.


Education / Training:

High school diploma or general education degree (GED).


Job Requirements:

  • Possess the desire to accept additional responsibilities within department operations
  • Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned
  • Proficient computer skills, including working knowledge of the MS Office Suite
  • Accuracy with numbers and attention to detail are needed
  • Must possess professional verbal and written communication skills
  • Maintain a high level of knowledge and procedural expertise in credit union products, services and promotions
  • Ability to work in an open-concept workspace/environment.



Physical Demands:

While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds.



Working Conditions

Exposure to potentially hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk.



In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.


This Job Description is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.


This organization uses E-Verify® in its hiring practices to achieve a lawful workforce.

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