Financial Service Representative

2 weeks ago

Cypress, United States Shell Federal Credit Union Full time

**Location Address**:
**24344 Northwest Freeway**

**Cypress, TX 77429**

The Financial Service Representative is responsible for providing exceptional member service in response to member needs and request.

**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 Shell FCU policies, procedures, philosophy and standards of performance.
- Provide friendly, professional, and personal service to all members.
- Assist members and potential members with their financial service needs; explain services, open, maintenance & close 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, including but not limited to:

- Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box.
- Notary services, assistance with Bill Pay, Digital Banking.
- Process disputes, stop payments, check copies, address changes, check orders and statement requests.
- Must be able to maintain confidentiality of member information.
- All member and Credit Union information must be kept 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.
- Prepare, review and/or follow up on all required loan documents for completeness, compliance, and accuracy for submission to Underwriters.
- Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed.
- Meet/exceed personal and branch goals.
- Assist the team with daily responsibilities as needed, including but not limited to:

- Following opening and closing procedures.
- Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault.
- Wiling to assist the team at other branch locations, if needed.
- 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._

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

**_ Knowledge and Skills_**

**Experience**:
Three years of direct Credit Union/Banking or retail experience is preferred.

Education / Training:
High school diploma or general education degree (GED).

Job Requirements:

- Possess the desire to accept additional responsibilities within branch 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 55 pounds.

**_Working Conditions_**

Exposure to potential 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 responsibi

  • Sales Representative

    3 weeks ago

    Cypress, United States PR Financial Full time

    Are you tired of working to build someone else's dreams and not your own? Are you making less than 50k but know you're worth so much more? Are you miserable at your current job and know there must be a better way to earn a living? Are you making great money but lack time freedom to do things with your family and friends? If any of these sound like you please...

  • Financial Representative State Farm Agent Team Member

    1 month ago

    Cypress, United States Peter Chai - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceOpportunity for advancementTraining & developmentROLE DESCRIPTION:As a Financial Representative with Peter Chai Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative...

  • Insurance and Financial Services Position

    4 weeks ago

    Cypress, United States Jerrad Ragsdell - State Farm Agent Full time

    Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a...

  • Financial Account Representative State Farm Agent Team Member

    4 weeks ago

    Cypress, United States Peter Chai - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:Dental insuranceHealth insuranceOpportunity for advancementTraining & developmentVision insuranceROLE DESCRIPTION:As a Financial Representative with Peter Chai Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your...

  • Client Service Representative

    2 weeks ago

    Cypress, Texas, United States Third Coast Full time

    At Third Coast Events, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our client...

  • Client Service Representative

    4 weeks ago

    Cypress, United States TCE Houston Full time

    At Third Coast Events, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our client...

  • Customer Service Representative

    3 weeks ago

    Cypress, United States Fan2see Productions Llc Full time

    Overview: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be responsible for providing exceptional service to our customers and ensuring their needs are met. This is a great opportunity for someone who enjoys interacting with people and has...

  • Financial Products Sales Manager

    4 weeks ago

    Cypress, United States Yamaha Motor Full time

    Yamaha has an excellent opportunity for a**Financial Products Sales Manager**to join our team in a field-based role. Reporting to the Regional Sales Manager, the Financial Products Sales Manager will be responsible for driving profitable growth within the Retail Finance portfolio in the designated territory. Their key responsibilities will include building...

  • Guest Service Representative

    2 weeks ago

    Cypress, United States Edit TX LLC dba Tide Cleaners Full time

    Job DescriptionJob DescriptionGuest Service Representative -Reports To: Counter Manager & General ManagerEdit Holdings, LLC dba Tide Cleaners is seeking a Guest Service Representative to join our team! We are seeking individuals that enjoy working with people and as a team to represent Tide Dry Cleaners in the ideal manner and provide an enjoyable customer...

  • Customer Service Representative

    3 weeks ago

    Cypress, United States U-Haul Full time

    Location: 21326 FM 529, Cypress, Texas 77433 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company's exceptional...

  • Billing Representative

    3 weeks ago

    Cypress, United States Moffitt Services Full time

    Moffitt Services is a Texas-based fuel and lubricants distributor that is committed to providing quality fuels, lubricants, and superior service to customers that operate heavy equipment, generators, automotive and truck fleets, and more. We offer ultra-low sulfur diesel for on-road and off-road use, biodiesel, Diesel Exhaust Fluid (DEF), gasoline, ethanol,...

  • Patient Service Representative

    3 weeks ago

    Cypress, United States CareerBuilder Full time

    Solis Mammography is seeking a Patient Service Representative responsible for acting as the first point of contact for patients by greeting, gathering information, registering and posting payments. This position is critical to Solis Mammography to provide outstanding patient care and maintaining the flow of the center, the Patient Service Representative...

  • Patient Service Representative

    1 month ago

    Cypress, United States Solis Mammography Full time

    Solis Mammography is seeking a  Patient Service Representative  responsible for acting as the first point of contact for patients by greeting, gathering information, registering and posting payments. This position is critical to Solis Mammography to provide outstanding patient care and maintaining the flow of the center, the Patient Service...

  • Phlebotomist Patient Services Representative

    4 weeks ago

    Cypress, United States Global Technical Talent Full time

    Phlebotomist Patient Services Representative Contract Duration 7+ months Job Description: The Phlebotomist Patient Services Representative II (PSR II) represents the face of our company to patients who come in, both as part of their health routine or for insights into life-defining health decisions. The Phlebotomist Patient Services Representative draws...

  • Patient Service Representative

    4 weeks ago

    Cypress, United States Solis Mammography Washington Radiology Full time

    Job DescriptionJob Description Solis Mammography  is seeking a Patient Service Representative responsible for acting as the first point of contact for patients by greeting, gathering information, registering and posting payments.  This position is critical to Solis Mammography to provide outstanding patient care and maintaining the flow of the center,...

  • Insurance and Financial Services Position

    1 month ago

    Cypress, United States Jerrad Ragsdell - State Farm Agent Full time

    Position OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a...

  • Insurance and Financial Services Position

    2 weeks ago

    Cypress, United States Jerrad Ragsdell - State Farm Agent Full time

    Position OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a...

  • Customer Service Representative

    2 weeks ago

    Cypress, United States AireServ Full time

    We are looking for highly motivated, friendly, and outgoing **Customer Service Representative** to join our** Aire Serv **Family in** Northwest Houston and the Katy area (77433)!** Aire Serv is a trusted name in the field of heating and air conditioning installation, maintenance, and repair with more than 200 locations throughout the United States and...

  • Member Service Representative

    2 weeks ago

    Cypress, United States Associated Credit Union Of Texas Full time

    Are you looking to get a part-time job while you go to college? Or are you simply looking for a part-time job to stay busy? Look no further and come to ACU of Texas! Our Member Service Representatives are the first faces our members see when they walk into a branch. If you are friendly, have an outgoing personality and love helping people then this is the...

  • Bilingual Customer Service Representative

    4 weeks ago

    Cypress, United States Undine Full time

    Job DescriptionJob DescriptionUNDINEJOB TITLE: Customer Service Representative – Bilingual and Non-Bilingual– Full TimeREPORTS TO: Customer Service Supervisor/ManagerPURPOSE OF THE JOB The purpose of the customer service representative position is to provide professional, quality, and timely customer service support to Undine LLC, customers, through the...