Financial Services Representative

3 weeks ago

South Beloit, United States Hughes Resources Full time
Job DescriptionJob DescriptionFinancial Services Representative – Bilingual: South Beloit, ILOur customer in South Beloit, Illinois is a full-service financial institution. It is the representative’s responsibility to assist our members with their financial needs by providing them with deposit & loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Financial Services Representative Responsibilities:
  • Independently complete opening and closing of memberships including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets).
  • Perform routine member transactions including, but not limited to, account inquiries, transfers; check withdrawals, stop payments, request for check and statement copies, and general information.
  • Ability to handle problem resolutions.
  • Answering phones and assisting customers.
  • Processing transactions.
  • Respond to inquiries made by members via telephone or email in a timely, friendly and professional manner.
  • Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums, understand and cross sell loan products & services (i.e.: AutoCare insurance, GAP insurance, credit life & disability insurance).
  • Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds.
  • Order members checks.
  • Understand and follow all CCU policies and standard procedures.
  • Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Financial Services Representative Requirements:
  • Must be bilingual.
  • HS Diploma or equivalent required.
  • Must be service-minded and team oriented.
  • Proficiency in Microsoft Word, Excel, and Outlook required.
  • Strong written and verbal communications skills important.
  • Requires effective member relation/cross selling skills.
  • Ability to manage multiple priorities.
  • Requires well-developed interpersonal skills for communicating information.
  • Experience in a financial institution, previous lending /deposit account experience is preferred.
Pay for Financial Services Representative: Starting at $20/hr.Financial Services Representative Benefits:
  • Health & Dental Insurance.
  • Health Savings Account.
  • Short- & Long-Term Disability
  • 401k.
  • Life Insurance.
  • Paid Time Off.
Type: 1st Shift, Full-timeSchedule: Monday – Friday from 8:30am – 5pm.Apply NowHughes Resources is a full-service human resources agency located in Freeport, Dixon, and Rockford, IL, and Monroe and Beloit, WI. We are a growing company that values knowledge, professionalism, and respect We find valuable placements for employees looking for work and employers looking for staff. Put us to work, finding you work. We offer competitive pay rates and the ability to opt into our health insurance plan. Visit us online to complete an application today.

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