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Financial Services Representative

2 months ago


San Juan Capistrano, California, United States SchoolsFirst Federal Credit Union Full time
Job Summary

We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at SchoolsFirst Federal Credit Union. As a key member of our branch team, you will be responsible for providing exceptional service to our members, promoting credit union products and services, and processing transactions in a timely and accurate manner.

Key Responsibilities
  • Member Service: Provide World Class face-to-face service to members requesting account assistance, and deliver consultative services to members regarding credit union products and services.
  • Transaction Processing: Process new memberships, additional share accounts, savings services, consumer loan requests, and general consumer loan fundings as requested by members.
  • File Maintenance: Perform various file maintenance tasks, including processing requests for a change of address, check orders, and ordering ATM cards.
  • Branch Operations: Assist with the morning and evening preparation of the branch, and perform other related duties as assigned or requested.
Requirements
  • Education: High School Diploma or GED required.
  • Experience: 1-3 years of previous related experience required.
  • Licenses/Certifications: None specified.
What We Offer

SchoolsFirst Federal Credit Union is committed to fostering a diverse, inclusive, and authentic work environment. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.