Part-time Financial Services Representative

4 weeks ago


Knoxville, Tennessee, United States ORNL Federal Credit Union Full time
Job Summary

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.
Requirements
  • 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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