Financial Services Representative

1 week ago

Davenport, Iowa, United States MidFlorida Credit Union Full time
Key Responsibilities

As a Member Service Representative at MidFlorida Credit Union, you will play a vital role in improving the financial well-being of our members. Your primary responsibilities will include:

  • Providing exceptional customer service by identifying and recommending appropriate credit union products and services to create fully engaged financial relationships with our members.
  • Supporting the daily operations of the branch by assisting on the teller and lobby side, managing a cash drawer, and balancing daily transactions.
  • Completing signature cards, loan, IRA, and other documentation in a timely and accurate manner.
  • Presenting a professional image and adhering to credit union standards.
  • Exercising sound judgment and discretion while remaining compliant with established guidelines.
Requirements

To be successful in this role, you will need to possess:

  • Excellent customer service skills and strong verbal and written communication skills.
  • A strong desire to help people and a history of meeting or exceeding sales expectations.
  • Proficiency in the use of computers, the internet, and Microsoft Office.
  • A minimum of 1-2 years of experience in a related field, including teller, new accounts, and lending.
  • Familiarity with credit union and/or banking regulations.
  • The eligibility to meet the requirements of the SAFE Act to be registered as an MLO with NMLS.
Physical Demands

This role requires:

  • The ability to lift up to 25 pounds and stand for long periods of time.
  • The ability to effectively access and interpret information on computer screens, documents, reports, and cash denominations.
Benefits

As a valued member of our team, you will enjoy:

  • Stability and opportunity for growth.
  • Paid time off and paid holidays.
  • Tuition assistance after 6 months of service.
  • A 401K Plan with employer matching.
  • Health, Dental, and Vision Insurance - Generous and affordable plans for employee and family.
  • An Employee Assistance Program with no waiting period.
  • Salary and bonuses - Bonus programs and annual appraisals with salary increase opportunities.

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