Financial Services Representative

4 weeks ago


Hendersonville, Tennessee, United States Cornerstone Financial Credit Union Full time
Job Overview

Cornerstone Financial Credit Union is seeking a highly skilled and customer-focused Universal Associate to join our team. As a key member of our team, you will be responsible for providing exceptional service to our members by processing transactions accurately, educating them about our products and services, and promoting our credit union.

Key Responsibilities:

  1. Process member transactions, including deposits, loan payments, cashier's checks, transfers, check cashing, withdrawals, and bank-to-bank wires.
  2. Verify transactions, examine documents for endorsements and negotiability, and detect and resolve discrepancies.
  3. Provide exceptional customer service, responding to member inquiries and directing them to other staff as needed.
  4. Cross-sell and promote CFCU products and services, staying informed and knowledgeable of all credit union rates, fees, products, and promotions.
  5. Balance daily transactions, verify cash and check totals, and investigate and resolve out-of-balance conditions.
  6. Understand and adhere to all applicable banking regulations and CFCU policies and procedures.

Requirements:

  • High school diploma or equivalent required; some college or specialized financial services training preferred.
  • One year of teller experience preferred; minimum one year of customer service and/or sales experience with cash handling required.

Physical, Mental, and Visual Requirements:

  • The duties of this job are varied and require the ability to alternate between standing, sitting, and walking. Manual dexterity is needed to quickly and accurately handle cash and essential documents. Excellent verbal and audio communication skills are required to serve members.

Personal Qualifications:

  • A "people-oriented" personality with a professional, caring, friendly, and sincere attitude is required. Company loyalty, a positive attitude, and dependability should be demonstrated in this position. Must be able to function as a team player and cooperate with co-workers, members, and business associates.

About Cornerstone Financial Credit Union:

Cornerstone Financial Credit Union is a not-for-profit, not-for-charity, but for-service organization that has been serving the Nashville area for over 65 years. We offer competitive rates, exceptional service, and a wide range of products and services to our members.



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