Part-time Financial Services Representative
4 weeks ago
The Part-time Financial Services Representative assists members and potential members with their financial needs in a prompt, friendly, and efficient manner, both in person and on the phone, following current service model standards.
Key Responsibilities- Processes member financial transactions, including cash and negotiable instrument deposits and withdrawals, instant issue creation, fraud research and service events, certificates of deposit.
- Makes payments on and answers questions concerning existing loans, enrolls accounts in online banking and assists with log-in and self-service questions.
- Assists with member access to safe deposit boxes, completes and submits documentation for IRA deposits and withdrawals, and prints transaction history to assist members with personal balancing and research.
- Identifies cross-sell opportunities for new/existing members to enhance their relationship with the Credit Union.
- Balances cash and negotiable instrument transactions daily; sells cash to vault to maintain approved cash limit.
- Posts vault tickets and balances vault under dual control.
- Resolves member questions and concerns, both in person and over the phone.
- Promotes and participates in any branch promotion and/or Credit Union campaigns.
- Performs other job-related duties as assigned.
- Six months or more of cash handling experience and/or six months or more of customer service experience is required.
- Six months or more of Teller experience preferred.
- A high school diploma or GED is required.
- Excellent written and verbal communication skills, including business writing ability.
- Excellent time management and organizational skills, and must be accustomed to working with deadlines.
- Must possess mathematical ability to perform very basic math skills.
- Must be able to work well with others.
- Strong customer service orientation and must be detailed oriented.
- Must be proficient with Google Workspace and Microsoft Office.
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