Financial Service Representative

3 weeks ago

Rapid City, South Dakota, United States Highmark Credit Union Full time
Job Description

Key Responsibilities:

The primary purpose of this position is to assist Highmark Credit Union in living out our Mission, "To educate and inspire our Highmark family so that all can achieve success." This is done by providing outstanding service to both internal and external members.

A key component of this service is to identify the needs of each member you assist and suggest the credit union products and services that will improve their financial life.

Essential Functions:

  • Possesses adequate product knowledge.
  • Consistently meet or exceed all sales and service expectations.
  • Receive and process member financial transactions, including deposits, withdrawals and loan payments; issue money orders and cashiers' checks; transfer funds to/from member accounts as directed.
  • Maintain member cash records.
  • Accurately balance cash drawer and process daily transactions.
  • Welcome members and guests; provide routine information concerning services; refer member to appropriate team member to assist them with their financial transactions or business needs.
  • Continually seek opportunities to refer and cross-sell Credit Union products and services.
  • Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
  • Process and/or assist with wire transfers, stop payments, address changes and other service requests.
  • Abide by all HFCU policies and procedures; comply with all regulatory requirements.
  • Attend all scheduled meetings; complete all training on time and as assigned.
  • Maintain a neat, clean professional area.
  • Other duties as assigned by supervisor.

Professional Behavior:

  • Effectively plan, organize workload, and schedule time to meet the demands of the position.
  • Fulfills service promises to all people.
  • Work in a cooperative and professional manner with Highmark CU staff.
  • Treat all Highmark CU members and potential members with dignity and respect at all times.
  • Exemplify excellent customer service with all members, potential members and staff.
  • Consistently demonstrate respect for and acceptance of differing capabilities, cultures, gender, age, sexual orientation, and/or personalities.
  • Relate well and work collaboratively with coworkers and all levels of staff in a professional manner.
  • Maintain and ensure organizational privacy and confidentiality.
  • Be self-directed and take proactive initiative to assist others.
  • Embrace modes of appearance and attire that reflect a professional presence.

Physical Demands/Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position is sedentary with some standing and walking required. Employee must be able to talk and hear and must be able to lift up to 10 pounds.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Qualifications:

  • High School Diploma or GED and 6 months of experience handling cash or like transaction.
  • Knowledge of standard business practices.
  • Knowledge of Credit Union services and products including the legal and regulatory requirements.
  • Demonstrated analytical and problem-solving skills.
  • Must pass required background check.

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