Financial Service Representative

4 weeks ago


Wadsworth, Ohio, United States FIRST SERVICE CREDIT UNION Full time
Job Description

As a key member of our team at FIRST SERVICE CREDIT UNION, you will play a vital role in delivering exceptional service to our members. Your primary responsibility will be to provide a positive and efficient experience for our members, ensuring they feel valued and supported at all times.

Key Responsibilities:

• Efficiently handle member transactions, including deposits, withdrawals, transfers, and cash advances.

• Issue credit union and cashier checks, gift checks/cards, and reloadable cards.

• Balance daily work, cash drawer, and negotiables, and assist with balancing branch negotiables.

• Perform member account maintenance functions, including personal and account data changes and account openings.

• Promptly answer telephone inquiries and forward calls to appropriate personnel, taking accurate messages when necessary.

• Stay knowledgeable on the features and benefits of all Credit Union products and services, determining member needs and recommending products/services accordingly.

Performance Measurements:

• Knowledgeable on Credit Union products and services.

• Tracks progress on individual production and account cross-selling goals.

• Research and follow-up of member inquiries regarding credit union accounts and services in a timely manner.

• Must be available to travel to any branch location for back-up as requested by management, as well as work on Saturdays when needed.

Requirements:

• Up to six months of experience in the banking industry and/or cash handling experience.

• A high school education or GED.

• Knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.

• Excellent customer service skills, detail-oriented, and multi-tasked.

• Ability to transport a minimum of 10 pounds and communicate effectively with others.



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