Financial Services Representative

9 hours ago


Decatur, Alabama, United States Family Security Credit Union Full time
Job Title: Floating Financial Services Officer

At Family Security Credit Union, we are seeking a highly skilled and motivated Floating Financial Services Officer to join our team. As a key member of our branch operations, you will be responsible for providing exceptional member service, processing financial transactions, and assisting with loan applications.

Key Responsibilities:
  • Provide prompt, accurate, and efficient member transactions, including teller services, account openings, and loan processing.
  • Maintain a comprehensive knowledge of credit union products and services, policies, and procedures.
  • Interview loan applicants, review applications, and make decisions to approve or reject loan requests.
  • Assist members with IRA transactions, including opening new accounts, transfers, deposits, and withdrawals.
  • Analyze and resolve problems and discrepancies related to member accounts, including cash handling and balance verification.
  • Promote and explain credit union products and services to members, identifying opportunities to cross-sell and increase revenue.
Requirements:
  • High School Diploma or equivalent.
  • Must be 18 years of age or older.
  • Intermediate PC knowledge with basic Microsoft Office skills.
  • Ability to travel and work at different job locations on a daily basis.
Preferred Qualifications:
  • Up to one year of similar or related experience.
  • Familiarity with operation of 10-key calculator.
  • Ability to work in a team environment.
  • Excellent communication skills and interpersonal skills.
Expectations:
  • Respond to all emails and voicemails before end of business day.
  • Meet goals as determined by management for error rates, delinquency levels, charge-off ratios, and lending related insurance products.
  • Ability to effectively move between frontline and drive-thru to ensure prompt service for all members.


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