Financial Services Representative

3 weeks ago


Rego Park, New York, United States Municipal Credit Union Full time

About Municipal Credit Union:

Municipal Credit Union is a leading financial institution that has been providing affordable financial products and convenient services to its members for over 100 years. With a membership base of over 600,000 individuals, MCU continues to attract the best and brightest talent in the industry.

The Role:

We are seeking an experienced Financial Services Representative to join our team. As a representative, you will be responsible for providing exceptional service to members by handling routine tasks such as processing payments, accepting deposits, and handling withdrawals. You will also respond to member requests and inquiries, make recommendations about products and services, and maintain and balance cash supplies.

Responsibilities:

  • Adhere to MCU's policy and procedure.
  • Perform due diligence to mitigate risk and minimize loss.
  • Verify member's identity and identification prior to conducting any service on accounts within established guidelines.
  • Prepare journal entries as necessary.
  • Verify large negotiable items as required.
  • Achieve assigned goals and referrals.
  • Open, close, and secure teller terminal and CDM daily.
  • Accurately balance teller terminal host totals and cash drawer.
  • Assist with back-up work and distribution of daily work.
  • Accurately calculate and verify all incoming and outgoing cash.
  • Comply with BSA and SAR requirements.
  • Perform other related duties assigned by management.
  • Travel and work at other branch locations as required.
  • Work overtime as required.

Requirements:

  • High school diploma or the equivalent required.
  • Minimum two years of prior banking or customer service/sales experience.
  • Proficiency in Microsoft Office Suite.
  • Excellent written and verbal communication skills.
  • Highly ethical.
  • General Math skills.
  • Strong organizational skills.
  • Detail-oriented.
  • Ability to function in a fast-paced and changing environment.
  • Excellent communication skills with ability to be concise, clear and consistent.
  • 2 years of experience working on a fast pace environment.
  • 2 years of experience delivering high customer satisfaction.
  • Open and desire to learn.
  • Able to work on a team environment.
  • Passion for helping people.

What We Offer:

  • Competitive compensation: $16 to $21.14 per hour.
  • Medical and dental benefits.
  • 401K with employer contribution.
  • Flexible paid time off.
  • A commitment to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home.


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