Financial Services Representative
3 weeks ago
About the Role:
Heartland Credit Union is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our branch team, you will be responsible for providing exceptional service to our members, processing transactions, and promoting our products and services.
Key Responsibilities:
- Greets customers and directs them to the correct staff member for assistance
- Provides assistance with ATM usage, coin counting machine, safety deposit boxes, and other branch services
- Processes deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances
- Verifies cash totals and balances each day's transactions
- Educates members on credit union products and services
- Balances ATM machines, coin counters, and cash dispensing/recycling machines
- Ensures members are promptly and professionally served
- Attends meetings and training sessions as required
Requirements:
- High school graduate or equivalent
- Previous customer service and cash handling experience preferred
- Experience working in a financial institution is helpful but not required
- Proficient with technology and variety of software including MS Office: Word, Excel, and Outlook
- Well organized and attentive to detail
- Excellent communication skills
- Ability to lift 30 lbs. occasionally and/or up to 10 lbs. frequently
- Standing for extended periods of time
Equal Opportunity Employer:
Heartland Credit Union is an Equal Opportunity Employer (EOE). We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, and gender identity, national origin, age, disability, or genetics.
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