Financial Services Representative

1 week ago


Kansas City Missouri, United States CommunityAmerica Credit Union Full time

Job Summary:

The Financial Services Representative position at CommunityAmerica Credit Union involves providing exceptional member service through the execution of financial transactions and assisting members with their financial needs.

The role emphasizes fostering member relationships by proactively recommending financial products and services to meet their needs. The representative follows established policies and procedures to actively prevent financial fraud, adhere to regulatory standards, and ensure accurate information is captured in applicable systems during member transactions.

Key Responsibilities:

  • Deliver a high level of member service by greeting members in a warm and inviting way while exhibiting a professional presence with confidence.
  • Assist in meeting and exceeding individual, team, and credit union goals by referring appropriate financial products and services, and warm transferring to a Personal Banker.
  • Process financial transactions, including deposits, withdrawals, loan payments, transfers, and cashier's checks, in an efficient and accurate manner by providing accurate account information using account security procedures and recognizing account flags.
  • Understand and identify potential member financial fraud situations and follow reporting processes as needed.
  • Listen to members seeking to understand their needs through consultation, problem-solving to resolution by focusing on a can-do approach.
  • Maintain a working knowledge of endorsement requirements and credit union policies regarding the acceptance of checks.
  • Promote honest and open communication throughout the credit union.

Requirements:

  • High school diploma or equivalent.
  • Previous customer service experience preferred.
  • 1+ years of cash handling experience.


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