Financial Services Representative

3 weeks ago


Franklin, Tennessee, United States Cornerstone Financial Credit Union Full time
Job Summary

We are seeking a highly motivated and customer-focused Financial Services Representative to join Cornerstone Financial Credit Union. As a key member of our frontline, you will provide exceptional service to our members by processing transactions accurately, educating them about our products and services, and promoting our brand.

Main Responsibilities:
  • Process member transactions, including deposits, loan payments, cashier's checks, transfers, check cashing, withdrawals, and bank-to-bank wires.
  • Verify transactions, examining documents for endorsements and negotiability, detecting and resolving discrepancies.
  • Monitor accounts to prevent fraudulent activity or errors that would result in a loss to the credit union.
  • Perform account maintenance, create debit cards, and order checks, completing various forms associated with account ownership and member authorizations.
  • Cross-sell and promote CFCU products and services.
  • Balance daily transactions and verify cash and check totals, investigating and resolving out-of-balance conditions.
  • Purchase and sell funds to the vault as needed to keep the cash drawer at required levels.
  • Understand and adhere to all applicable banking regulations and CFCU policies and procedures.
Requirements:
  • A high school diploma or equivalent is required; some college or specialized financial services training is preferred.
  • At least one year of teller experience is preferred; minimum one year of customer service and/or sales experience with cash handling is required.
Compensation:

The estimated salary range for this position is $40,000 - $60,000 per year.



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