Financial Services Representative

5 days ago

Arlington, Virginia, United States Texas Trust Credit Union Full time
Job Summary

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Texas Trust Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional service to our members, meeting their financial needs, and promoting our full line of financial services.

Key Responsibilities
  • Generate and close high-quality leads across our product range while providing world-class service to all our members.
  • Assist members with requests for service as needed in cash operation services and financial services.
  • Actively promote and sell our full line of financial services in person by asking appropriate questions, assessing member needs, and offering alternative solutions.
  • Process and complete all account openings and closings, including share, share draft, IRAs, business accounts, money markets, and Safe Deposit Boxes.
  • Promote and sell credit life, credit disability, and all other ancillary loan products.
  • Refer members to other lines of business as needed: Investments, Insurance, Mortgage.
  • Greet members with a Texas Trust Way greeting.
  • Perform various member transactions, including add and remove joint owners, order checks, issue stop payments, debit cards, make adjustments to accounts, ACH revocation, share and share draft payroll requests, wire transfers, gift cards.
  • Complete and process member fraud requests in a timely manner.
  • Notarize documents as needed.
  • Assist the Manager in all areas of Teller operations, including assigning work, answering questions, solving problems, and helping with complex transactions.
  • Serve as a vault teller, including ordering cash from the FED, verifying cash received, filling teller cash orders, maintaining vault security, and balancing vault cash as required.
Requirements
  • Six (6) months experience as a Teller or one (1) year experience with cash handling.
  • General knowledge of Windows OS and MS Office software is required.
Preferred Qualifications
  • High School Diploma/GED.
  • Minimum two (2) years college coursework and/or equivalent work experience.
  • One (1) year or more experience in a high-paced sales environment with a track record of meeting and/or exceeding goals.
  • Six (6) months customer service experience.
  • High comfort level in utilizing computers.
  • Professional written and verbal communication.
  • Ability to recognize and proactively seek sales opportunities to meet set goals.
  • Demonstrate problem-solving, teamwork abilities, and the ability to be proactive.
  • Ability to manage difficult situations with little supervision.
  • Must be capable of working in a fast-paced environment.
  • Required to handle all member information in a confidential manner.
  • Ability to work weekends and holidays, as needed.
  • Bachelor's Degree in a business field preferred.
  • Multilingual verbal and written skills preferred.
  • Possess a strong work ethic and team player mentality.
  • Highly developed sense of integrity and commitment to member satisfaction.

Texas Trust Credit Union is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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