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Financial Services Representative
2 months ago
Embark on a rewarding career We are dedicated to equipping you with the essential skills needed for a thriving profession in the credit union sector.
Credit unions are community-focused entities that prioritize the needs of their members. Similar to traditional banks, credit unions accept deposits, extend loans, and offer a diverse range of financial services. However, as member-owned cooperatives, any profits generated are reinvested into the community through lower fees, enhanced savings rates, and reduced loan rates.
At Revity Credit Union, we uphold the credit union principle of "people helping people" and believe that every employee has the potential to make a significant impact on the lives of our members. We are committed to providing you with the knowledge and skills necessary to assist our members in making informed financial choices. All that is required is a willingness to learn and a passion for helping others.
Employee Benefits
As a full-time member of our team, you will enjoy a comprehensive benefits package, including medical insurance, fully covered dental and vision insurance, complimentary life insurance, and both short-term and long-term disability coverage at no cost. Additionally, we offer a generous 401(k) plan with employer matching.
Key Responsibilities
Your primary role will be to support members with their financial transactions, which includes processing cash and other negotiable instruments.
- Handle and execute member financial transactions, such as deposits, withdrawals, loan payments, and cashing checks; sell teller checks and vehicle registration stickers; process Visa payments and advances; and transfer funds between member accounts as instructed. Ensure daily balancing of the cash drawer, including cash, processed checks, disbursed checks, and voucher debits and credits.
- Greet members warmly and provide them with general information about our services, directing them to the appropriate department for specific inquiries.
- Promote Credit Union services when appropriate through member interactions.
- Adhere to responsibilities under the Bank Secrecy Act, including gathering necessary information for CTR reporting and monitoring for suspicious activities.
- Assist in training and mentoring new staff members.
- Perform various administrative tasks, including typing, filing, data entry, and answering phone calls, along with other job-related duties as assigned.
Qualifications and Skills:
- A minimum of six months of cash handling experience and a high school diploma or GED.
- Proficiency in ten-key calculators, keyboarding, and basic computer skills.
- Strong attention to detail and memory retention.
- Exemplary courtesy, tact, and diplomacy are vital for this role.
Health and Safety Guidelines
Vaccination is not a requirement for employment at Revity Credit Union.
We adhere to CDC guidelines regarding masks. Currently, wearing masks is optional.
