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Financial Services Representative

2 months ago

Metairie, Louisiana, United States Xplore Federal Credit Union Full time
Job Summary

Xplore Federal Credit Union is seeking a highly skilled and detail-oriented Financial Services Representative to join our team. As a key member of our operations team, you will be responsible for providing exceptional member service, processing financial transactions, and maintaining accurate records.

Key Responsibilities:
  • Member Service: Greet members, ascertain their reason for the visit, and guide them to the Video Service Department as necessary.
  • Transaction Processing: Receive and process member financial transactions, including deposits, withdrawals, and loan payments; sell money orders to members; transfer amounts from member accounts as directed.
  • Account Maintenance: Post transactions to member accounts and maintain accurate records.
  • Cash Handling: Balance cash drawers and daily transactions.
  • Compliance: Adhere to all credit union policies and procedures, including the Bank Secrecy Act, OFAC, and USA PATRIOT Act.
  • Communication: Welcome members, provide routine information concerning services, and refer and direct members to appropriate departments for specific information and service.
Requirements:
  • Education: High school education or equivalent.
  • Experience: Up to six months of similar or related experience.
  • Interpersonal Skills: Significant level of trust and diplomacy required, in addition to normal courtesy and tact.
  • Physical Requirements: Ability to stand, walk, sit, use hands to handle objects, tools, or controls, and perform other physical demands of the job.