Financial Services Representative

2 weeks ago


Hannibal, Missouri, United States City & County Credit Union Full time

City & County Credit Union is seeking a Member Relations Consultant, a role akin to that of a personal banker within our organization. In this position, you will play a crucial role in guiding our members through the process of establishing and managing their financial accounts. Your focus will be on fostering enduring relationships and promoting the array of products and services that can aid our members in achieving their financial aspirations.

Key Responsibilities:

  • Provide guidance and education to members regarding credit union offerings tailored to their financial requirements (including loan options, online banking, and mobile services).
  • Professionally manage member accounts, ensuring secure operations such as account openings, closures, and transaction oversight (including deposits, withdrawals, transfers, and payments).
  • Investigate and resolve account-related issues and service inquiries promptly.
  • Assist in the execution and documentation of branch and cash drawer audits.
  • Direct members to in-branch financial specialists when necessary (such as mortgage and financial advisors).
  • Adhere to Bank Secrecy Act (BSA) regulations pertinent to this role.
  • Perform additional duties as assigned.

Qualifications:

  • Demonstrated experience in a personal banking role or equivalent within a credit union; sales and customer service experience is advantageous.
  • Understanding of personal banking practices and relevant regulations.
  • Proficiency in banking software and excellent command of MS Office applications.
  • Ability to work independently and diligently towards objectives, with a strong emphasis on detail, accuracy, and thoroughness.
  • Exceptional communication skills.
  • A member-focused approach to problem-solving with a positive demeanor.
  • A high school diploma is required; an associate or bachelor’s degree is preferred.
  • At least 2 years of prior experience in a credit union or banking environment is preferred.

Work Schedule:

Full-time position, 40 hours per week, Monday through Friday, with occasional Saturday shifts.

Benefits Include:

  • Health, dental, and vision insurance.
  • Health Savings and Flexible Spending accounts.
  • 401(k) and pension plan options.
  • Life insurance and supplemental coverage.
  • Paid time off, including vacation, sick leave, and holidays.
  • Employee referral program.
  • And much more.


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